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 Q2	$429K	Sell	5,608 -9,892	-64%	-$766K	0.15%	111
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 Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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 Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Maripau Wealth Management reduced its iShares MSCI EAFE Value ETF (EFV) stake by 64% in Q2 2026, selling an estimated $766K and leaving 5,608 shares worth $429K. The position accounts for 0.15% of the portfolio, ranked #111.

Maripau Wealth Management first reported a position in EFV in Q4 2021 and has held it in 19 quarters since. The position peaked at $4.72M in Q4 2021. 1,249 funds tracked by Wall St. Rank hold EFV as of Q2 2026.

Maripau Wealth Management held 5,608 shares of iShares MSCI EAFE Value ETF worth $429K as of Q2 2026.
Maripau Wealth Management sold 9,892 iShares MSCI EAFE Value ETF shares in Q2 2026, an estimated $766K.
iShares MSCI EAFE Value ETF made up 0.15% of Maripau Wealth Management's portfolio in Q2 2026, its #111 holding.
Maripau Wealth Management first reported a position in iShares MSCI EAFE Value ETF in Q4 2021 and has held it in 19 quarters since.
Maripau Wealth Management's iShares MSCI EAFE Value ETF position peaked at $4.72M in Q4 2021.
1,249 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q2 2026.

Based on Maripau Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.