Kingswood Wealth Advisors’s iShares MSCI EAFE Value ETF EFV Stock Holding History

Kingswood Wealth Advisors’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	$838K	Sell	10,951 -3,918	-26%	-$303K	0.03%	454
2026 Q1	$1.11M	Sell	14,869 -2,251	-13%	-$169K	0.05%	360
2025 Q4	$1.22M	Sell	17,120 -13,127	-43%	-$912K	0.06%	313
2025 Q3	$2.05M	Buy	30,247 +1,674	+6%	+$110K	0.12%	178
2025 Q2	$1.81M	Buy	28,573 +1,155	+4%	+$70.7K	0.14%	158
2025 Q1	$1.62M	Sell	27,418 -488	-2%	-$27.6K	0.15%	163
2024 Q4	$1.46M	Buy	27,906 +6,112	+28%	+$335K	0.11%	198
2024 Q3	$1.25M	Buy	21,794 +3,074	+16%	+$170K	0.09%	250
2024 Q2	$993K	Buy	18,720 +1,973	+12%	+$107K	0.09%	232
2024 Q1	$911K	Sell	16,747 -895	-5%	-$46.7K	0.11%	222
2023 Q4	$919K	Buy	+17,642	New	+$873K	0.1%	209

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

Kingswood Wealth Advisors's EFV Position: Q2 2026 in Review

Kingswood Wealth Advisors reduced its iShares MSCI EAFE Value ETF (EFV) stake by 26% in Q2 2026, selling an estimated $303K and leaving 10,951 shares worth $838K. The position accounts for 0.03% of the portfolio, ranked #454.

Kingswood Wealth Advisors first reported a position in EFV in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.05M in Q3 2025. 1,245 funds tracked by Wall St. Rank hold EFV as of Q2 2026.

Kingswood Wealth Advisors held 10,951 shares of iShares MSCI EAFE Value ETF worth $838K as of Q2 2026.
Kingswood Wealth Advisors sold 3,918 iShares MSCI EAFE Value ETF shares in Q2 2026, an estimated $303K.
iShares MSCI EAFE Value ETF made up 0.03% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #454 holding.
Kingswood Wealth Advisors first reported a position in iShares MSCI EAFE Value ETF in Q4 2023 and has held it in 11 quarters since.
Kingswood Wealth Advisors's iShares MSCI EAFE Value ETF position peaked at $2.05M in Q3 2025.
1,245 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.