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Life Line Wealth Management’s iShares MSCI EAFE Value ETF EFV Stock Holding History

Life Line Wealth Management’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
Q1 		$595K Buy
7,996
+1,687
+27% +$127K 0.27% 18
2025
Q4 		$451K Buy
6,309
+877
+16% +$60.9K 0.13% 23
2025
Q3 		$368K Buy
5,432
+496
+10% +$32.7K 0.11% 31
2025
Q2 		$313K Buy
4,936
+1,252
+34% +$76.6K 0.1% 32
2025
Q1 		$217K Buy
+3,684
New +$208K 0.08% 33
2024
Q2 		– Sell
-6,372
Closed -$347K – 23
2024
Q1 		$347K Buy
+6,372
New +$333K 0.13% 23

Other funds holding EFV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Life Line Wealth Management's EFV Position: Q1 2026 in Review

Life Line Wealth Management increased its iShares MSCI EAFE Value ETF (EFV) stake by 27% in Q1 2026, buying an estimated $127K and bringing the position to 7,996 shares worth $595K. The position accounts for 0.27% of the portfolio, ranked #18.

Life Line Wealth Management first reported a position in EFV in Q1 2024 and has held it in 6 quarters since. 1,261 funds tracked by Wall St. Rank hold EFV as of Q1 2026.

  • Life Line Wealth Management held 7,996 shares of iShares MSCI EAFE Value ETF worth $595K as of Q1 2026.
  • Life Line Wealth Management bought 1,687 iShares MSCI EAFE Value ETF shares in Q1 2026, an estimated $127K.
  • iShares MSCI EAFE Value ETF made up 0.27% of Life Line Wealth Management's portfolio in Q1 2026, its #18 holding.
  • Life Line Wealth Management first reported a position in iShares MSCI EAFE Value ETF in Q1 2024 and has held it in 6 quarters since.
  • 1,261 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q1 2026.

Based on Life Line Wealth Management's 13F filing for Q1 2026, filed 9 Apr 2026.