MPW
EFV icon

Magnolia Private Wealth’s iShares MSCI EAFE Value ETF EFV Stock Holding History

Magnolia Private Wealth’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 		– Sell
-5,083
Closed -$378K – 157
2026
Q1 		$378K Buy
+5,083
New +$382K 0.25% 82

Other funds holding EFV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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

Magnolia Private Wealth's EFV Position: Q2 2026 in Review

Magnolia Private Wealth sold out of iShares MSCI EAFE Value ETF (EFV) in Q2 2026, closing a stake of 5,083 shares — an estimated $378K sold.

Magnolia Private Wealth first reported a position in EFV in Q1 2026 and held it in 1 quarter. The position peaked at $378K in Q1 2026. 1,253 funds tracked by Wall St. Rank hold EFV as of Q2 2026.

  • Magnolia Private Wealth reported no remaining iShares MSCI EAFE Value ETF position as of Q2 2026 after selling out during the quarter.
  • Magnolia Private Wealth sold 5,083 iShares MSCI EAFE Value ETF shares in Q2 2026, an estimated $378K.
  • Magnolia Private Wealth first reported a position in iShares MSCI EAFE Value ETF in Q1 2026 and held it in 1 quarter.
  • Magnolia Private Wealth's iShares MSCI EAFE Value ETF position peaked at $378K in Q1 2026.
  • 1,253 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q2 2026.

Based on Magnolia Private Wealth's 13F filing for Q2 2026, filed 5 Aug 2026.