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

Lineweaver 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 		$5.97M Sell
77,965
-125,521
-62% -$9.72M 0.71% 33
2026
Q1 		$15.1M Sell
203,486
-1,091
-0.5% -$82K 2.04% 12
2025
Q4 		$14.6M Buy
204,577
+5,598
+3% +$389K 1.98% 11
2025
Q3 		$13.5M Buy
198,979
+23,030
+13% +$1.52M 1.98% 11
2025
Q2 		$11.2M Sell
175,949
-106,096
-38% -$6.49M 1.76% 14
2025
Q1 		$16.6M Buy
282,045
+48,277
+21% +$2.73M 2.83% 11
2024
Q4 		$12.3M Buy
233,768
+15,388
+7% +$843K 2.27% 11
2024
Q3 		$12.6M Buy
218,380
+7,363
+3% +$407K 2.39% 10
2024
Q2 		$11.2M Buy
211,017
+3,262
+2% +$177K 2.32% 12
2024
Q1 		$11.3M Buy
207,755
+4,901
+2% +$256K 2.68% 10
2023
Q4 		$10.6M Buy
202,854
+4,299
+2% +$213K 2.74% 10
2023
Q3 		$9.72M Buy
198,555
+1,716
+0.9% +$85K 2.83% 10
2023
Q2 		$9.63M Buy
196,839
+381
+0.2% +$18.8K 2.75% 11
2023
Q1 		$9.53M Sell
196,458
-87,128
-31% -$4.22M 2.93% 9
2022
Q4 		$13M Sell
283,586
-1,663
-0.6% -$72.2K 3.94% 5
2022
Q3 		$11M Buy
285,249
+139
+0% +$5.93K 3.57% 7
2022
Q2 		$12.4M Buy
285,110
+4,681
+2% +$223K 4.09% 5
2022
Q1 		$14.1M Sell
280,429
-1,619
-0.6% -$82.3K 4.03% 6
2021
Q4 		$14.2M Buy
282,048
+295
+0.1% +$15.1K 4.1% 8
2021
Q3 		$14.3M Sell
281,753
-32,474
-10% -$1.68M 4.37% 6
2021
Q2 		$16.3M Buy
314,227
+56,336
+22% +$2.98M 5.33% 4
2021
Q1 		$13.1M Buy
+257,891
New +$12.8M 4.66% 6

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

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

Lineweaver Wealth Advisors reduced its iShares MSCI EAFE Value ETF (EFV) stake by 62% in Q2 2026, selling an estimated $9.72M and leaving 77,965 shares worth $5.97M. The position accounts for 0.71% of the portfolio, ranked #33.

Lineweaver Wealth Advisors first reported a position in EFV in Q1 2021 and has held it in 22 quarters since. The position peaked at $16.6M in Q1 2025. 1,246 funds tracked by Wall St. Rank hold EFV as of Q2 2026.

  • Lineweaver Wealth Advisors held 77,965 shares of iShares MSCI EAFE Value ETF worth $5.97M as of Q2 2026.
  • Lineweaver Wealth Advisors sold 125,521 iShares MSCI EAFE Value ETF shares in Q2 2026, an estimated $9.72M.
  • iShares MSCI EAFE Value ETF made up 0.71% of Lineweaver Wealth Advisors's portfolio in Q2 2026, its #33 holding.
  • Lineweaver Wealth Advisors first reported a position in iShares MSCI EAFE Value ETF in Q1 2021 and has held it in 22 quarters since.
  • Lineweaver Wealth Advisors's iShares MSCI EAFE Value ETF position peaked at $16.6M in Q1 2025.
  • 1,246 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q2 2026.

Based on Lineweaver Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.