LVW Advisors’s iShares MSCI EAFE Value ETF EFV Stock Holding History

LVW 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	$310K	Sell	4,048 -38	-0.9%	-$2.94K	0.03%	343
2026 Q1	$304K	Hold	4,086	–	–	0.03%	325
2025 Q4	$292K	Hold	4,086	–	–	0.03%	280
2025 Q3	$277K	Sell	4,086 -18,007	-82%	-$1.19M	0.03%	287
2025 Q2	$1.4M	Sell	22,093 -79	-0.4%	-$4.83K	0.15%	84
2025 Q1	$1.31M	Sell	22,172 -4,202	-16%	-$238K	0.16%	80
2024 Q4	$1.38M	Buy	26,374 +274	+1%	+$15K	0.17%	86
2024 Q3	$1.5M	Sell	26,100 -3,664	-12%	-$202K	0.19%	84
2024 Q2	$1.58M	Sell	29,764 -7,751	-21%	-$421K	0.23%	69
2024 Q1	$2.04M	Buy	37,515 +6,116	+19%	+$319K	0.35%	47
2023 Q4	$1.64M	Buy	31,399 +188	+0.6%	+$9.3K	0.31%	56
2023 Q3	$1.53M	Sell	31,211 -93	-0.3%	-$4.61K	0.32%	69
2023 Q2	$1.53M	Sell	31,304 -2,086	-6%	-$103K	0.29%	73
2023 Q1	$1.62M	Buy	33,390 +3,793	+13%	+$184K	0.32%	70
2022 Q4	$1.36M	Buy	+29,597	New	+$1.28M	0.28%	77
2021 Q4	–	Sell	-10,568	Closed	-$537K	–	243
2021 Q3	$537K	Hold	10,568	–	–	0.09%	151
2021 Q2	$547K	Hold	10,568	–	–	0.1%	138
2021 Q1	$539K	Buy	+10,568	New	+$526K	0.1%	141

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

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 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

LVW Advisors's EFV Position: Q2 2026 in Review

LVW Advisors reduced its iShares MSCI EAFE Value ETF (EFV) stake by 0.93% in Q2 2026, selling an estimated $2.94K and leaving 4,048 shares worth $310K. The position accounts for 0.03% of the portfolio, ranked #343.

LVW Advisors first reported a position in EFV in Q1 2021 and has held it in 18 quarters since. The position peaked at $2.04M in Q1 2024. 590 funds tracked by Wall St. Rank hold EFV as of Q2 2026.

LVW Advisors held 4,048 shares of iShares MSCI EAFE Value ETF worth $310K as of Q2 2026.
LVW Advisors sold 38 iShares MSCI EAFE Value ETF shares in Q2 2026, an estimated $2.94K.
iShares MSCI EAFE Value ETF made up 0.03% of LVW Advisors's portfolio in Q2 2026, its #343 holding.
LVW Advisors first reported a position in iShares MSCI EAFE Value ETF in Q1 2021 and has held it in 18 quarters since.
LVW Advisors's iShares MSCI EAFE Value ETF position peaked at $2.04M in Q1 2024.
590 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q2 2026.

Based on LVW Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.