Lodestone Wealth Management’s iShares MSCI EAFE Value ETF EFV Stock Holding History

Lodestone Wealth Management’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	$688K	Hold	8,982	–	–	0.24%	92
2026 Q1	$668K	Hold	8,982	–	–	0.26%	84
2025 Q4	$641K	Hold	8,982	–	–	0.26%	86
2025 Q3	$609K	Sell	8,982 -86	-0.9%	-$5.67K	0.27%	89
2025 Q2	$576K	Sell	9,068 -115	-1%	-$7.04K	0.28%	88
2025 Q1	$541K	Buy	9,183 +19	+0.2%	+$1.07K	0.29%	80
2024 Q4	$481K	Hold	9,164	–	–	0.24%	95
2024 Q3	$527K	Sell	9,164 -957	-9%	-$52.8K	0.26%	85
2024 Q2	$537K	Buy	10,121 +11	+0.1%	+$598	0.28%	85
2024 Q1	$550K	Hold	10,110	–	–	0.29%	81
2023 Q4	$527K	Sell	10,110 -937	-8%	-$46.4K	0.3%	77
2023 Q3	$541K	Sell	11,047 -5,895	-35%	-$292K	0.38%	65
2023 Q2	$829K	Sell	16,942 -14,583	-46%	-$718K	0.57%	56
2023 Q1	$1.53M	Sell	31,525 -664	-2%	-$32.1K	1.18%	34
2022 Q4	$1.48M	Buy	+32,189	New	+$1.4M	1.19%	34

Other funds holding EFV

AOI

Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

Lodestone Wealth Management's EFV Position: Q2 2026 in Review

Lodestone Wealth Management held its iShares MSCI EAFE Value ETF (EFV) position steady in Q2 2026 at 8,982 shares worth $688K. The position accounts for 0.24% of the portfolio, ranked #92.

Lodestone Wealth Management first reported a position in EFV in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.53M in Q1 2023. 525 funds tracked by Wall St. Rank hold EFV as of Q2 2026.

Lodestone Wealth Management held 8,982 shares of iShares MSCI EAFE Value ETF worth $688K as of Q2 2026.
Lodestone Wealth Management left its iShares MSCI EAFE Value ETF share count unchanged in Q2 2026.
iShares MSCI EAFE Value ETF made up 0.24% of Lodestone Wealth Management's portfolio in Q2 2026, its #92 holding.
Lodestone Wealth Management first reported a position in iShares MSCI EAFE Value ETF in Q4 2022 and has held it in 15 quarters since.
Lodestone Wealth Management's iShares MSCI EAFE Value ETF position peaked at $1.53M in Q1 2023.
525 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q2 2026.

Based on Lodestone Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.