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

Lantern 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	$457K	Sell	5,971 -4,046	-40%	-$313K	0.21%	110
2026 Q1	$745K	Sell	10,017 -3,113	-24%	-$234K	0.38%	70
2025 Q4	$938K	Sell	13,130 -1,684	-11%	-$117K	0.5%	53
2025 Q3	$1M	Buy	14,814 +458	+3%	+$30.2K	0.53%	48
2025 Q2	$911K	Buy	+14,356	New	+$878K	0.54%	54
2024 Q4	$669K	Buy	12,752 +1,961	+18%	+$107K	0.43%	59
2024 Q3	$621K	Buy	10,791 +6,182	+134%	+$341K	0.43%	58
2024 Q2	$244K	Sell	4,609 -112	-2%	-$6.09K	0.18%	106
2024 Q1	$257K	Sell	4,721 -3,442	-42%	-$180K	0.18%	111
2023 Q4	$425K	Buy	+8,163	New	+$404K	0.33%	74

Other funds holding EFV

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 Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

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

Lantern Wealth Advisors reduced its iShares MSCI EAFE Value ETF (EFV) stake by 40% in Q2 2026, selling an estimated $313K and leaving 5,971 shares worth $457K. The position accounts for 0.21% of the portfolio, ranked #110.

Lantern Wealth Advisors first reported a position in EFV in Q4 2023 and has held it in 10 quarters since. The position peaked at $1M in Q3 2025. 738 funds tracked by Wall St. Rank hold EFV as of Q2 2026.

Lantern Wealth Advisors held 5,971 shares of iShares MSCI EAFE Value ETF worth $457K as of Q2 2026.
Lantern Wealth Advisors sold 4,046 iShares MSCI EAFE Value ETF shares in Q2 2026, an estimated $313K.
iShares MSCI EAFE Value ETF made up 0.21% of Lantern Wealth Advisors's portfolio in Q2 2026, its #110 holding.
Lantern Wealth Advisors first reported a position in iShares MSCI EAFE Value ETF in Q4 2023 and has held it in 10 quarters since.
Lantern Wealth Advisors's iShares MSCI EAFE Value ETF position peaked at $1M in Q3 2025.
738 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q2 2026.

Based on Lantern Wealth Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.