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

Kingsview 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
Q1 		$2.91M Sell
39,174
-3,999
-9% -$301K 0.04% 428
2025
Q4 		$3.08M Sell
43,173
-83,314
-66% -$5.79M 0.04% 384
2025
Q3 		$8.58M Buy
126,487
+13,639
+12% +$898K 0.13% 158
2025
Q2 		$7.16M Buy
112,848
+76,054
+207% +$4.65M 0.12% 182
2025
Q1 		$2.17M Buy
36,794
+546
+2% +$30.9K 0.04% 374
2024
Q4 		$1.9M Buy
36,248
+5,349
+17% +$293K 0.04% 399
2024
Q3 		$1.78M Buy
30,899
+4,960
+19% +$274K 0.04% 402
2024
Q2 		$1.38M Buy
25,939
+2,229
+9% +$121K 0.03% 431
2024
Q1 		$1.29M Buy
23,710
+3,717
+19% +$194K 0.03% 438
2023
Q4 		$1.04M Sell
19,993
-970
-5% -$48K 0.03% 458
2023
Q3 		$1.03M Buy
20,963
+10,019
+92% +$496K 0.04% 428
2023
Q2 		$536K Buy
10,944
+5,314
+94% +$262K 0.02% 571
2023
Q1 		$273K Sell
5,630
-981
-15% -$47.5K 0.01% 739
2022
Q4 		$303K Buy
6,611
+188
+3% +$8.16K 0.01% 663
2022
Q3 		$247K Sell
6,423
-665
-9% -$28.3K 0.01% 692
2022
Q2 		$308K Buy
7,088
+132
+2% +$6.29K 0.01% 657
2022
Q1 		$350K Buy
6,956
+275
+4% +$14K 0.02% 660
2021
Q4 		$337K Buy
6,681
+1,330
+25% +$67.9K 0.01% 685
2021
Q3 		$272K Sell
5,351
-754
-12% -$39.1K 0.01% 710
2021
Q2 		$317K Sell
6,105
-127
-2% -$6.72K 0.02% 682
2021
Q1 		$320K Sell
6,232
-259
-4% -$12.9K 0.02% 622
2020
Q4 		$306K Sell
6,491
-677
-9% -$29.8K 0.02% 549
2020
Q3 		$289K Sell
7,168
-4
-0.1% -$165 0.03% 484
2020
Q2 		$287K Sell
7,172
-821
-10% -$31.3K 0.03% 451
2020
Q1 		$285K Sell
7,993
-9,895
-55% -$440K 0.04% 374
2019
Q4 		$893K Buy
17,888
+418
+2% +$20.5K 0.11% 207
2019
Q3 		$828K Buy
17,470
+428
+3% +$20K 0.13% 178
2019
Q2 		$819K Buy
17,042
+42
+0.2% +$2.05K 0.14% 177
2019
Q1 		$831K Buy
17,000
+149
+0.9% +$7.17K 0.13% 195
2018
Q4 		$762K Sell
16,851
-1,957
-10% -$94.3K 0.17% 165
2018
Q3 		$977K Buy
18,808
+10,972
+140% +$565K 0.2% 147
2018
Q2 		$402K Sell
7,836
-1,798
-19% -$98.2K 0.1% 226
2018
Q1 		$526K Sell
9,634
-1,343
-12% -$75.4K 0.13% 195
2017
Q4 		$606K Buy
10,977
+2,664
+32% +$146K 0.22% 146
2017
Q3 		$454K Buy
8,313
+973
+13% +$51.7K 0.2% 151
2017
Q2 		$379K Buy
+7,340
New +$380K 0.2% 150

Other funds holding EFV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Kingsview Wealth Management's EFV Position: Q1 2026 in Review

Kingsview Wealth Management reduced its iShares MSCI EAFE Value ETF (EFV) stake by 9.3% in Q1 2026, selling an estimated $301K and leaving 39,174 shares worth $2.91M. The position accounts for 0.04% of the portfolio, ranked #428.

Kingsview Wealth Management first reported a position in EFV in Q2 2017 and has held it in 36 quarters since. The position peaked at $8.58M in Q3 2025. 1,254 funds tracked by Wall St. Rank hold EFV as of Q1 2026.

  • Kingsview Wealth Management held 39,174 shares of iShares MSCI EAFE Value ETF worth $2.91M as of Q1 2026.
  • Kingsview Wealth Management sold 3,999 iShares MSCI EAFE Value ETF shares in Q1 2026, an estimated $301K.
  • iShares MSCI EAFE Value ETF made up 0.04% of Kingsview Wealth Management's portfolio in Q1 2026, its #428 holding.
  • Kingsview Wealth Management first reported a position in iShares MSCI EAFE Value ETF in Q2 2017 and has held it in 36 quarters since.
  • Kingsview Wealth Management's iShares MSCI EAFE Value ETF position peaked at $8.58M in Q3 2025.
  • 1,254 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q1 2026.

Based on Kingsview Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.