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Key Capital Management’s iShares MSCI EAFE Value ETF EFV Stock Holding History

Key Capital 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 		$6.6M Buy
86,213
+21,695
+34% +$1.68M 3.4% 5
2026
Q1 		$4.8M Buy
64,518
+28,861
+81% +$2.17M 3.17% 8
2025
Q4 		$2.55M Buy
+35,657
New +$2.48M 2.52% 8

Other funds holding EFV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
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
OCA
OpenArc Corporate Advisory Atlanta, Georgia $8.41B AUM
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
HMH
Hackensack Meridian Health Edison, New Jersey $1.48B AUM 21% 1-Year Est. Return
SWP
Sagespring Wealth Partners Franklin, Tennessee $6.51B AUM 25.32% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Key Capital Management's EFV Position: Q2 2026 in Review

Key Capital Management increased its iShares MSCI EAFE Value ETF (EFV) stake by 34% in Q2 2026, buying an estimated $1.68M and bringing the position to 86,213 shares worth $6.6M. The position accounts for 3.4% of the portfolio, ranked #5.

Key Capital Management first reported a position in EFV in Q4 2025 and has held it in 3 quarters since. 775 funds tracked by Wall St. Rank hold EFV as of Q2 2026.

  • Key Capital Management held 86,213 shares of iShares MSCI EAFE Value ETF worth $6.6M as of Q2 2026.
  • Key Capital Management bought 21,695 iShares MSCI EAFE Value ETF shares in Q2 2026, an estimated $1.68M.
  • iShares MSCI EAFE Value ETF made up 3.4% of Key Capital Management's portfolio in Q2 2026, its #5 holding.
  • Key Capital Management first reported a position in iShares MSCI EAFE Value ETF in Q4 2025 and has held it in 3 quarters since.
  • 775 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q2 2026.

Based on Key Capital Management's 13F filing for Q2 2026, filed 28 Jul 2026.