Kickstand Ventures’s iShares MSCI EAFE Value ETF EFV Stock Holding History

Kickstand Ventures’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	$6.38M	Sell	83,296 -1,445	-2%	-$112K	1.16%	29
2026 Q1	$6.3M	Sell	84,741 -4,049	-5%	-$304K	1.33%	26
2025 Q4	$6.34M	Buy	88,790 +2,104	+2%	+$146K	1.34%	25
2025 Q3	$5.88M	Sell	86,686 -2,689	-3%	-$177K	1.29%	25
2025 Q2	$5.67M	Buy	89,375 +2,877	+3%	+$176K	1.33%	24
2025 Q1	$5.1M	Buy	86,498 +7,536	+10%	+$426K	1.31%	22
2024 Q4	$4.14M	Sell	78,962 -7,635	-9%	-$418K	1.06%	26
2024 Q3	$4.98M	Buy	86,597 +24,897	+40%	+$1.37M	1.27%	24
2024 Q2	$3.27M	Sell	61,700 -128,484	-68%	-$6.98M	0.9%	29
2024 Q1	$10.3M	Buy	190,184 +107,520	+130%	+$5.61M	2.93%	10
2023 Q4	$4.31M	Buy	82,664 +12,083	+17%	+$598K	1.24%	27
2023 Q3	$3.45M	Buy	+70,581	New	+$3.5M	1.07%	35

Other funds holding EFV

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

DWM

Dynasty Wealth Management St. Petersburg, Florida $13.5B AUM 21.55% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Kickstand Ventures's EFV Position: Q2 2026 in Review

Kickstand Ventures reduced its iShares MSCI EAFE Value ETF (EFV) stake by 1.7% in Q2 2026, selling an estimated $112K and leaving 83,296 shares worth $6.38M. The position accounts for 1.16% of the portfolio, ranked #29.

Kickstand Ventures first reported a position in EFV in Q3 2023 and has held it in 12 quarters since. The position peaked at $10.3M in Q1 2024. 1,249 funds tracked by Wall St. Rank hold EFV as of Q2 2026.

Kickstand Ventures held 83,296 shares of iShares MSCI EAFE Value ETF worth $6.38M as of Q2 2026.
Kickstand Ventures sold 1,445 iShares MSCI EAFE Value ETF shares in Q2 2026, an estimated $112K.
iShares MSCI EAFE Value ETF made up 1.16% of Kickstand Ventures's portfolio in Q2 2026, its #29 holding.
Kickstand Ventures first reported a position in iShares MSCI EAFE Value ETF in Q3 2023 and has held it in 12 quarters since.
Kickstand Ventures's iShares MSCI EAFE Value ETF position peaked at $10.3M in Q1 2024.
1,249 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q2 2026.

Based on Kickstand Ventures's 13F filing for Q2 2026, filed 30 Jul 2026.