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

LiftPoint Family 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	$6.27M	Sell	81,897 -31,925	-28%	-$2.47M	4.25%	7
2026 Q1	$8.46M	Sell	113,822 -548	-0.5%	-$41.2K	7.01%	6
2025 Q4	$8.17M	Buy	+114,370	New	+$7.95M	6.97%	5

Other funds holding EFV

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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

LiftPoint Family Wealth Advisors's EFV Position: Q2 2026 in Review

LiftPoint Family Wealth Advisors reduced its iShares MSCI EAFE Value ETF (EFV) stake by 28% in Q2 2026, selling an estimated $2.47M and leaving 81,897 shares worth $6.27M. The position accounts for 4.25% of the portfolio, ranked #7.

LiftPoint Family Wealth Advisors first reported a position in EFV in Q4 2025 and has held it in 3 quarters since. The position peaked at $8.46M in Q1 2026. 1,253 funds tracked by Wall St. Rank hold EFV as of Q2 2026.

LiftPoint Family Wealth Advisors held 81,897 shares of iShares MSCI EAFE Value ETF worth $6.27M as of Q2 2026.
LiftPoint Family Wealth Advisors sold 31,925 iShares MSCI EAFE Value ETF shares in Q2 2026, an estimated $2.47M.
iShares MSCI EAFE Value ETF made up 4.25% of LiftPoint Family Wealth Advisors's portfolio in Q2 2026, its #7 holding.
LiftPoint Family Wealth Advisors first reported a position in iShares MSCI EAFE Value ETF in Q4 2025 and has held it in 3 quarters since.
LiftPoint Family Wealth Advisors's iShares MSCI EAFE Value ETF position peaked at $8.46M in Q1 2026.
1,253 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q2 2026.

Based on LiftPoint Family Wealth Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.