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Lauterbach Financial Advisors’s iShares MSCI EAFE Value ETF EFV Stock Holding History

Lauterbach Financial 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 		$535K Buy
6,987
+74
+1% +$5.73K 0.23% 52
2026
Q1 		$514K Sell
6,913
-93
-1% -$6.99K 0.25% 51
2025
Q4 		$500K Sell
7,006
-541
-7% -$37.6K 0.24% 51
2025
Q3 		$512K Sell
7,547
-318
-4% -$20.9K 0.26% 47
2025
Q2 		$499K Buy
7,865
+193
+3% +$11.8K 0.27% 45
2025
Q1 		$452K Buy
7,672
+526
+7% +$29.8K 0.28% 47
2024
Q4 		$375K Buy
7,146
+718
+11% +$39.3K 0.23% 45
2024
Q3 		$370K Buy
6,428
+418
+7% +$23.1K 0.22% 45
2024
Q2 		$319K Buy
6,010
+264
+5% +$14.4K 0.21% 47
2024
Q1 		$313K Hold
5,746
– – 0.21% 46
2023
Q4 		$299K Sell
5,746
-96
-2% -$4.75K 0.21% 47
2023
Q3 		$286K Sell
5,842
-283
-5% -$14K 0.22% 45
2023
Q2 		$300K Hold
6,125
– – 0.23% 42
2023
Q1 		$297K Hold
6,125
– – 0.24% 42
2022
Q4 		$281K Buy
6,125
+9
+0.1% +$391 0.25% 42
2022
Q3 		$236K Buy
+6,116
New +$261K 0.24% 45

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

Lauterbach Financial Advisors's EFV Position: Q2 2026 in Review

Lauterbach Financial Advisors increased its iShares MSCI EAFE Value ETF (EFV) stake by 1.1% in Q2 2026, buying an estimated $5.73K and bringing the position to 6,987 shares worth $535K. The position accounts for 0.23% of the portfolio, ranked #52.

Lauterbach Financial Advisors first reported a position in EFV in Q3 2022 and has held it in 16 quarters since. 605 funds tracked by Wall St. Rank hold EFV as of Q2 2026.

  • Lauterbach Financial Advisors held 6,987 shares of iShares MSCI EAFE Value ETF worth $535K as of Q2 2026.
  • Lauterbach Financial Advisors bought 74 iShares MSCI EAFE Value ETF shares in Q2 2026, an estimated $5.73K.
  • iShares MSCI EAFE Value ETF made up 0.23% of Lauterbach Financial Advisors's portfolio in Q2 2026, its #52 holding.
  • Lauterbach Financial Advisors first reported a position in iShares MSCI EAFE Value ETF in Q3 2022 and has held it in 16 quarters since.
  • 605 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q2 2026.

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