LA
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Latitude Advisors’s iShares MSCI EAFE Value ETF EFV Stock Holding History

Latitude 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 		$1.46M Sell
19,128
-1,046
-5% -$81K 0.58% 40
2026
Q1 		$1.5M Buy
20,174
+557
+3% +$41.9K 0.69% 32
2025
Q4 		$1.4M Buy
19,617
+441
+2% +$30.6K 0.62% 34
2025
Q3 		$1.3M Sell
19,176
-587
-3% -$38.7K 0.59% 35
2025
Q2 		$1.25M Sell
19,763
-1,597
-7% -$97.7K 0.63% 34
2025
Q1 		$1.26M Buy
21,360
+2,542
+14% +$144K 0.73% 30
2024
Q4 		$987K Buy
18,818
+852
+5% +$46.7K 0.56% 43
2024
Q3 		$1.03M Buy
17,966
+1,069
+6% +$59K 0.58% 43
2024
Q2 		$896K Buy
16,897
+3,298
+24% +$179K 0.55% 41
2024
Q1 		$740K Buy
13,599
+1,946
+17% +$102K 0.46% 42
2023
Q4 		$607K Sell
11,653
-471
-4% -$23.3K 0.43% 55
2023
Q3 		$593K Buy
12,124
+632
+5% +$31.3K 0.42% 51
2023
Q2 		$562K Sell
11,492
-768
-6% -$37.8K 0.39% 56
2023
Q1 		$595K Sell
12,260
-36
-0.3% -$1.74K 0.43% 45
2022
Q4 		$564K Sell
12,296
-33
-0.3% -$1.43K 0.42% 45
2022
Q3 		$475K Sell
12,329
-227
-2% -$9.68K 0.39% 54
2022
Q2 		$545K Sell
12,556
-39,299
-76% -$1.87M 0.5% 46
2022
Q1 		$2.61M Buy
51,855
+14,703
+40% +$748K 0.59% 27
2021
Q4 		$1.87M Buy
37,152
+2,155
+6% +$110K 0.52% 29
2021
Q3 		$1.78M Buy
34,997
+18,419
+111% +$954K 0.56% 29
2021
Q2 		$858K Buy
16,578
+6,716
+68% +$355K 0.64% 29
2021
Q1 		$511K Buy
9,862
+4,244
+76% +$211K 0.42% 50
2020
Q4 		$265K Buy
+5,618
New +$248K 0.23% 106

Other funds holding EFV

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
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Latitude Advisors's EFV Position: Q2 2026 in Review

Latitude Advisors reduced its iShares MSCI EAFE Value ETF (EFV) stake by 5.2% in Q2 2026, selling an estimated $81K and leaving 19,128 shares worth $1.46M. The position accounts for 0.58% of the portfolio, ranked #40.

Latitude Advisors first reported a position in EFV in Q4 2020 and has held it in 23 quarters since. The position peaked at $2.61M in Q1 2022. 577 funds tracked by Wall St. Rank hold EFV as of Q2 2026.

  • Latitude Advisors held 19,128 shares of iShares MSCI EAFE Value ETF worth $1.46M as of Q2 2026.
  • Latitude Advisors sold 1,046 iShares MSCI EAFE Value ETF shares in Q2 2026, an estimated $81K.
  • iShares MSCI EAFE Value ETF made up 0.58% of Latitude Advisors's portfolio in Q2 2026, its #40 holding.
  • Latitude Advisors first reported a position in iShares MSCI EAFE Value ETF in Q4 2020 and has held it in 23 quarters since.
  • Latitude Advisors's iShares MSCI EAFE Value ETF position peaked at $2.61M in Q1 2022.
  • 577 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q2 2026.

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