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

Lifeworks 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 		$929K Sell
12,133
-5,847
-33% -$453K 0.1% 140
2026
Q1 		$1.34M Sell
17,980
-1,527
-8% -$115K 0.17% 112
2025
Q4 		$1.39M Sell
19,507
-411
-2% -$28.6K 0.18% 117
2025
Q3 		$1.35M Sell
19,918
-2,496
-11% -$164K 0.18% 118
2025
Q2 		$1.42M Buy
22,414
+7,586
+51% +$464K 0.21% 103
2025
Q1 		$874K Sell
14,828
-2,226
-13% -$126K 0.15% 135
2024
Q4 		$895K Buy
17,054
+743
+5% +$40.7K 0.16% 125
2024
Q3 		$938K Buy
16,311
+7,619
+88% +$421K 0.18% 120
2024
Q2 		$461K Sell
8,692
-6,256
-42% -$340K 0.13% 133
2024
Q1 		$813K Buy
+14,948
New +$780K 0.23% 99

Other funds holding EFV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Jones Financial Companies
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
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Lifeworks Advisors's EFV Position: Q2 2026 in Review

Lifeworks Advisors reduced its iShares MSCI EAFE Value ETF (EFV) stake by 33% in Q2 2026, selling an estimated $453K and leaving 12,133 shares worth $929K. The position accounts for 0.1% of the portfolio, ranked #140.

Lifeworks Advisors first reported a position in EFV in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.42M in Q2 2025. 1,249 funds tracked by Wall St. Rank hold EFV as of Q2 2026.

  • Lifeworks Advisors held 12,133 shares of iShares MSCI EAFE Value ETF worth $929K as of Q2 2026.
  • Lifeworks Advisors sold 5,847 iShares MSCI EAFE Value ETF shares in Q2 2026, an estimated $453K.
  • iShares MSCI EAFE Value ETF made up 0.1% of Lifeworks Advisors's portfolio in Q2 2026, its #140 holding.
  • Lifeworks Advisors first reported a position in iShares MSCI EAFE Value ETF in Q1 2024 and has held it in 10 quarters since.
  • Lifeworks Advisors's iShares MSCI EAFE Value ETF position peaked at $1.42M in Q2 2025.
  • 1,249 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q2 2026.

Based on Lifeworks Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.