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

Lifelong 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	$710K	Sell	9,269 -78,646	-89%	-$6.09M	0.17%	45
2026 Q1	$6.54M	Sell	87,915 -1,043	-1%	-$78.4K	1.74%	13
2025 Q4	$6.35M	Sell	88,958 -27,126	-23%	-$1.88M	1.68%	14
2025 Q3	$7.87M	Buy	116,084 +7,876	+7%	+$519K	2.34%	10
2025 Q2	$6.87M	Buy	108,208 +41,519	+62%	+$2.54M	2.28%	9
2025 Q1	$3.93M	Sell	66,689 -11,650	-15%	-$659K	1.84%	10
2024 Q4	$4.11M	Buy	+78,339	New	+$4.29M	1.85%	11

Other funds holding EFV

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

DWM

Dynasty Wealth Management St. Petersburg, Florida $13.5B AUM 21.55% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Lifelong Wealth Advisors reduced its iShares MSCI EAFE Value ETF (EFV) stake by 89% in Q2 2026, selling an estimated $6.09M and leaving 9,269 shares worth $710K. The position accounts for 0.17% of the portfolio, ranked #45.

Lifelong Wealth Advisors first reported a position in EFV in Q4 2024 and has held it in 7 quarters since. The position peaked at $7.87M in Q3 2025. 1,242 funds tracked by Wall St. Rank hold EFV as of Q2 2026.

Lifelong Wealth Advisors held 9,269 shares of iShares MSCI EAFE Value ETF worth $710K as of Q2 2026.
Lifelong Wealth Advisors sold 78,646 iShares MSCI EAFE Value ETF shares in Q2 2026, an estimated $6.09M.
iShares MSCI EAFE Value ETF made up 0.17% of Lifelong Wealth Advisors's portfolio in Q2 2026, its #45 holding.
Lifelong Wealth Advisors first reported a position in iShares MSCI EAFE Value ETF in Q4 2024 and has held it in 7 quarters since.
Lifelong Wealth Advisors's iShares MSCI EAFE Value ETF position peaked at $7.87M in Q3 2025.
1,242 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q2 2026.

Based on Lifelong Wealth Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.