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

Maia 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	$10.8M	Sell	140,657 -18,028	-11%	-$1.4M	1.59%	6
2026 Q1	$11.8M	Sell	158,685 -23,438	-13%	-$1.76M	2%	3
2025 Q4	$14.4M	Sell	182,123 -30,471	-14%	-$2.12M	2.45%	3
2025 Q3	$14.9M	Sell	212,594 -43,653	-17%	-$2.88M	2.5%	2
2025 Q2	$16.3M	Buy	256,247 +51,081	+25%	+$3.13M	3.1%	2
2025 Q1	$11.7M	Sell	205,166 -36,975	-15%	-$2.09M	2.66%	4
2024 Q4	$13.3M	Buy	242,141 +20,714	+9%	+$1.13M	2.86%	3
2024 Q3	$12.3M	Buy	221,427 +72,886	+49%	+$4.02M	3.03%	2
2024 Q2	$8.15M	Buy	+148,541	New	+$8.07M	2.45%	7
2023 Q4	$10.4M	Buy	+199,985	New	+$9.9M	4.21%	3

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

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

Maia Wealth's EFV Position: Q2 2026 in Review

Maia Wealth reduced its iShares MSCI EAFE Value ETF (EFV) stake by 11% in Q2 2026, selling an estimated $1.4M and leaving 140,657 shares worth $10.8M. The position accounts for 1.59% of the portfolio, ranked #6.

Maia Wealth first reported a position in EFV in Q4 2023 and has held it in 10 quarters since. The position peaked at $16.3M in Q2 2025. 513 funds tracked by Wall St. Rank hold EFV as of Q2 2026.

Maia Wealth held 140,657 shares of iShares MSCI EAFE Value ETF worth $10.8M as of Q2 2026.
Maia Wealth sold 18,028 iShares MSCI EAFE Value ETF shares in Q2 2026, an estimated $1.4M.
iShares MSCI EAFE Value ETF made up 1.59% of Maia Wealth's portfolio in Q2 2026, its #6 holding.
Maia Wealth first reported a position in iShares MSCI EAFE Value ETF in Q4 2023 and has held it in 10 quarters since.
Maia Wealth's iShares MSCI EAFE Value ETF position peaked at $16.3M in Q2 2025.
513 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q2 2026.

Based on Maia Wealth's 13F filing for Q2 2026, filed 28 Jul 2026.