KDA
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Kraft Davis & Associates’s iShares MSCI EAFE Value ETF EFV Stock Holding History

Kraft Davis & Associates’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 		– Sell
-3,197
Closed -$248K – 158
2026
Q1 		$248K Buy
+3,197
New +$240K 0.05% 133
2022
Q4 		$294K Buy
+6,002
New +$261K 0.12% 73

Other funds holding EFV

AOI
Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 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
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 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
CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return
OWA
Octavia Wealth Advisors Cincinnati, Ohio $1.16B AUM 25.42% 1-Year Est. Return
WFPG
Waller Financial Planning Group Columbus, Ohio $486M AUM 17.78% 1-Year Est. Return
ACA
Affinity Capital Advisors Berkeley, California $810M AUM 24.85% 1-Year Est. Return

Kraft Davis & Associates's EFV Position: Q2 2026 in Review

Kraft Davis & Associates sold out of iShares MSCI EAFE Value ETF (EFV) in Q2 2026, closing a stake of 3,197 shares — an estimated $248K sold.

Kraft Davis & Associates first reported a position in EFV in Q4 2022 and held it in 2 quarters. The position peaked at $294K in Q4 2022. 245 funds tracked by Wall St. Rank hold EFV as of Q2 2026.

  • Kraft Davis & Associates reported no remaining iShares MSCI EAFE Value ETF position as of Q2 2026 after selling out during the quarter.
  • Kraft Davis & Associates sold 3,197 iShares MSCI EAFE Value ETF shares in Q2 2026, an estimated $248K.
  • Kraft Davis & Associates first reported a position in iShares MSCI EAFE Value ETF in Q4 2022 and held it in 2 quarters.
  • Kraft Davis & Associates's iShares MSCI EAFE Value ETF position peaked at $294K in Q4 2022.
  • 245 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q2 2026.

Based on Kraft Davis & Associates's 13F filing for Q2 2026, filed 9 Jul 2026.