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

Maripau 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
Q1 		$1.15M Sell
15,500
-5,646
-27% -$424K 0.51% 46
2025
Q4 		$1.51M Sell
21,146
-3,571
-14% -$248K 0.69% 38
2025
Q3 		$1.68M Sell
24,717
-9,218
-27% -$607K 0.84% 37
2025
Q2 		$2.15M Buy
33,935
+3,346
+11% +$205K 1.09% 22
2025
Q1 		$1.8M Sell
30,589
-5,022
-14% -$284K 1.03% 23
2024
Q4 		$1.87M Sell
35,611
-20,446
-36% -$1.12M 1.11% 24
2024
Q3 		$3.22M Buy
56,057
+24,734
+79% +$1.37M 2.79% 8
2024
Q2 		$1.66M Sell
31,323
-17,645
-36% -$959K 1.14% 22
2024
Q1 		$2.66M Sell
48,968
-13,974
-22% -$729K 2% 8
2023
Q4 		$3.28M Sell
62,942
-10,214
-14% -$505K 2.85% 6
2023
Q3 		$3.58M Buy
73,156
+16,391
+29% +$812K 3.29% 7
2023
Q2 		$2.78M Sell
56,765
-8,771
-13% -$432K 2.47% 11
2023
Q1 		$3.18M Sell
65,536
-1,143
-2% -$55.3K 3.31% 6
2022
Q4 		$3.25M Sell
66,679
-6,564
-9% -$285K 3.38% 7
2022
Q3 		$3.02M Buy
73,243
+8,953
+14% +$382K 3.26% 6
2022
Q2 		$2.85M Sell
64,290
-28,230
-31% -$1.34M 3.09% 8
2022
Q1 		$4.52M Buy
92,520
+3,468
+4% +$176K 4.08% 5
2021
Q4 		$4.72M Buy
+89,052
New +$4.55M 4.47% 5

Other funds holding EFV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Maripau Wealth Management's EFV Position: Q1 2026 in Review

Maripau Wealth Management reduced its iShares MSCI EAFE Value ETF (EFV) stake by 27% in Q1 2026, selling an estimated $424K and leaving 15,500 shares worth $1.15M. The position accounts for 0.51% of the portfolio, ranked #46.

Maripau Wealth Management first reported a position in EFV in Q4 2021 and has held it in 18 quarters since. The position peaked at $4.72M in Q4 2021. 1,254 funds tracked by Wall St. Rank hold EFV as of Q1 2026.

  • Maripau Wealth Management held 15,500 shares of iShares MSCI EAFE Value ETF worth $1.15M as of Q1 2026.
  • Maripau Wealth Management sold 5,646 iShares MSCI EAFE Value ETF shares in Q1 2026, an estimated $424K.
  • iShares MSCI EAFE Value ETF made up 0.51% of Maripau Wealth Management's portfolio in Q1 2026, its #46 holding.
  • Maripau Wealth Management first reported a position in iShares MSCI EAFE Value ETF in Q4 2021 and has held it in 18 quarters since.
  • Maripau Wealth Management's iShares MSCI EAFE Value ETF position peaked at $4.72M in Q4 2021.
  • 1,254 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q1 2026.

Based on Maripau Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.