LWM
EFV icon

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

LongView 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 		$336K Sell
4,389
-4,317
-50% -$334K 0.09% 161
2026
Q1 		$683K Buy
8,706
+714
+9% +$53.7K 0.17% 118
2025
Q4 		$583K Buy
7,992
+4,002
+100% +$278K 0.14% 136
2025
Q3 		$271K Sell
3,990
-351
-8% -$23.1K 0.07% 193
2025
Q2 		$276K Buy
+4,341
New +$266K 0.08% 178

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
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
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
FSWA
Financial Synergies Wealth Advisors Houston, Texas $1.18B AUM 31.41% 1-Year Est. Return
BAM
Brave Asset Management Summit, New Jersey $467M AUM 33.05% 1-Year Est. Return

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

LongView Wealth Management reduced its iShares MSCI EAFE Value ETF (EFV) stake by 50% in Q2 2026, selling an estimated $334K and leaving 4,389 shares worth $336K. The position accounts for 0.09% of the portfolio, ranked #161.

LongView Wealth Management first reported a position in EFV in Q2 2025 and has held it in 5 quarters since. The position peaked at $683K in Q1 2026. 418 funds tracked by Wall St. Rank hold EFV as of Q2 2026.

  • LongView Wealth Management held 4,389 shares of iShares MSCI EAFE Value ETF worth $336K as of Q2 2026.
  • LongView Wealth Management sold 4,317 iShares MSCI EAFE Value ETF shares in Q2 2026, an estimated $334K.
  • iShares MSCI EAFE Value ETF made up 0.09% of LongView Wealth Management's portfolio in Q2 2026, its #161 holding.
  • LongView Wealth Management first reported a position in iShares MSCI EAFE Value ETF in Q2 2025 and has held it in 5 quarters since.
  • LongView Wealth Management's iShares MSCI EAFE Value ETF position peaked at $683K in Q1 2026.
  • 418 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q2 2026.

Based on LongView Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.