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	1.99%	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	2.94%	9
2022 Q4	$13M	Sell	283,586 -1,663	-0.6%	-$72.2K	3.95%	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

Brave Asset Management Summit, New Jersey $467M AUM 33.05% 1-Year Est. Return

Waller Financial Planning Group Columbus, Ohio $486M AUM 17.78% 1-Year Est. Return

Affinity Capital Advisors Berkeley, California $810M AUM 24.85% 1-Year Est. Return

Integrated Capital Management (Pennsylvania) Jessup, Pennsylvania $143M AUM 18.2% 1-Year Est. Return

Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return

Sharkey, Howes & Javer Denver, Colorado $828M AUM 20.38% 1-Year Est. Return

RTD Financial Advisors Philadelphia, Pennsylvania $917M AUM 19.69% 1-Year Est. Return

Client 1st Advisory Group Dunedin, Florida $372M AUM 22.43% 1-Year Est. Return

Central Pacific Bank - Trust Division Honolulu, Hawaii $984M AUM 34.19% 1-Year Est. Return

SteelPeak Wealth Woodland Hills, California $3.8B AUM 48.92% 1-Year Est. Return