IF
EFV icon

Intrua Financial’s iShares MSCI EAFE Value ETF EFV Stock Holding History

Intrua Financial’s Portfolio EFV Stock Details EFV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$820K Sell
10,715
-3,757
-26% -$291K 0.08% 192
2026
Q1 		$1.08M Sell
14,472
-157
-1% -$11.8K 0.11% 143
2025
Q4 		$1.04M Sell
14,629
-2,640
-15% -$183K 0.11% 144
2025
Q3 		$1.17M Sell
17,269
-5,904
-25% -$389K 0.13% 131
2025
Q2 		$1.47M Sell
23,173
-32,063
-58% -$1.96M 0.2% 90
2025
Q1 		$3.26M Sell
55,236
-7,204
-12% -$408K 0.47% 46
2024
Q4 		$3.28M Buy
62,440
+16,146
+35% +$884K 0.5% 42
2024
Q3 		$2.66M Buy
46,294
+5,010
+12% +$277K 0.4% 48
2024
Q2 		$2.19M Buy
41,284
+6,773
+20% +$368K 0.33% 60
2024
Q1 		$1.88M Buy
34,511
+10,319
+43% +$539K 0.27% 81
2023
Q4 		$1.26M Buy
+24,192
New +$1.2M 0.18% 116
2022
Q4 		– Sell
-5,833
Closed -$225K – 334
2022
Q3 		$225K Sell
5,833
-16,694
-74% -$712K 0.06% 276
2022
Q2 		$978K Sell
22,527
-542
-2% -$25.8K 0.21% 111
2022
Q1 		$1.16M Sell
23,069
-10,316
-31% -$524K 0.21% 103
2021
Q4 		$1.68M Buy
33,385
+1,324
+4% +$67.6K 0.29% 73
2021
Q3 		$1.67M Buy
32,061
+5,275
+20% +$273K 0.31% 73
2021
Q2 		$1.41M Buy
26,786
+11,833
+79% +$626K 0.34% 63
2021
Q1 		$781K Buy
+14,953
New +$744K 0.2% 108

Other funds holding EFV

AOI
Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Intrua Financial's EFV Position: Q2 2026 in Review

Intrua Financial reduced its iShares MSCI EAFE Value ETF (EFV) stake by 26% in Q2 2026, selling an estimated $291K and leaving 10,715 shares worth $820K. The position accounts for 0.08% of the portfolio, ranked #192.

Intrua Financial first reported a position in EFV in Q1 2021 and has held it in 18 quarters since. The position peaked at $3.28M in Q4 2024. 615 funds tracked by Wall St. Rank hold EFV as of Q2 2026.

  • Intrua Financial held 10,715 shares of iShares MSCI EAFE Value ETF worth $820K as of Q2 2026.
  • Intrua Financial sold 3,757 iShares MSCI EAFE Value ETF shares in Q2 2026, an estimated $291K.
  • iShares MSCI EAFE Value ETF made up 0.08% of Intrua Financial's portfolio in Q2 2026, its #192 holding.
  • Intrua Financial first reported a position in iShares MSCI EAFE Value ETF in Q1 2021 and has held it in 18 quarters since.
  • Intrua Financial's iShares MSCI EAFE Value ETF position peaked at $3.28M in Q4 2024.
  • 615 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q2 2026.

Based on Intrua Financial's 13F filing for Q2 2026, filed 24 Jul 2026.