JWM
EFV icon

JDH Wealth Management’s iShares MSCI EAFE Value ETF EFV Stock Holding History

JDH Wealth Management’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 		$1.41M Sell
18,424
-217
-1% -$16.8K 0.86% 22
2026
Q1 		$1.39M Sell
18,641
-247
-1% -$18.6K 0.93% 22
2025
Q4 		$1.35M Sell
18,888
-422
-2% -$29.3K 0.92% 22
2025
Q3 		$1.31M Sell
19,310
-311
-2% -$20.5K 0.93% 22
2025
Q2 		$1.25M Sell
19,621
-38
-0.2% -$2.33K 0.95% 22
2025
Q1 		$1.16M Hold
19,659
– – 0.99% 20
2024
Q4 		$1.03M Buy
+19,659
New +$1.08M 0.9% 20

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
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
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
FSWA
Financial Synergies Wealth Advisors Houston, Texas $1.18B AUM 31.41% 1-Year Est. Return
BAM
Brave Asset Management Summit, New Jersey $467M AUM 33.05% 1-Year Est. Return

JDH Wealth Management's EFV Position: Q2 2026 in Review

JDH Wealth Management reduced its iShares MSCI EAFE Value ETF (EFV) stake by 1.2% in Q2 2026, selling an estimated $16.8K and leaving 18,424 shares worth $1.41M. The position accounts for 0.86% of the portfolio, ranked #22.

JDH Wealth Management first reported a position in EFV in Q4 2024 and has held it in 7 quarters since. 418 funds tracked by Wall St. Rank hold EFV as of Q2 2026.

  • JDH Wealth Management held 18,424 shares of iShares MSCI EAFE Value ETF worth $1.41M as of Q2 2026.
  • JDH Wealth Management sold 217 iShares MSCI EAFE Value ETF shares in Q2 2026, an estimated $16.8K.
  • iShares MSCI EAFE Value ETF made up 0.86% of JDH Wealth Management's portfolio in Q2 2026, its #22 holding.
  • JDH Wealth Management first reported a position in iShares MSCI EAFE Value ETF in Q4 2024 and has held it in 7 quarters since.
  • 418 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q2 2026.

Based on JDH Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.