MPWT
EFV icon

MassMutual Private Wealth & Trust’s iShares MSCI EAFE Value ETF EFV Stock Holding History

MassMutual Private Wealth & Trust’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 		$482K Hold
6,300
– – 0.01% 315
2026
Q1 		$468K Sell
6,300
-496
-7% -$37.3K 0.01% 316
2025
Q4 		$485K Buy
6,796
+103
+2% +$7.16K 0.01% 310
2025
Q3 		$454K Sell
6,693
-554
-8% -$36.5K 0.01% 330
2025
Q2 		$460K Sell
7,247
-122
-2% -$7.46K 0.01% 328
2025
Q1 		$434K Buy
7,369
+676
+10% +$38.2K 0.01% 336
2024
Q4 		$351K Hold
6,693
– – 0.01% 366
2024
Q3 		$385K Sell
6,693
-150
-2% -$8.28K 0.01% 332
2024
Q2 		$363K Sell
6,843
-370
-5% -$20.1K 0.01% 340
2024
Q1 		$392K Sell
7,213
-693
-9% -$36.2K 0.01% 311
2023
Q4 		$412K Sell
7,906
-1,300
-14% -$64.3K 0.01% 306
2023
Q3 		$450K Buy
9,206
+490
+6% +$24.3K 0.02% 297
2023
Q2 		$427K Buy
8,716
+5,310
+156% +$261K 0.02% 295
2023
Q1 		$165K Sell
3,406
-572
-14% -$27.7K 0.01% 369
2022
Q4 		$183K Buy
3,978
+1,775
+81% +$77.1K 0.01% 358
2022
Q3 		$85K Buy
2,203
+1,767
+405% +$75.3K ﹤0.01% 409
2022
Q2 		$19K Buy
436
+233
+115% +$11.1K ﹤0.01% 581
2022
Q1 		$10K Sell
203
-406
-67% -$20.6K ﹤0.01% 735
2021
Q4 		$31K Sell
609
-1,733
-74% -$88.5K ﹤0.01% 535
2021
Q3 		$119K Buy
2,342
+1,122
+92% +$58.1K ﹤0.01% 376
2021
Q2 		$63K Buy
1,220
+1,131
+1,271% +$59.8K ﹤0.01% 448
2021
Q1 		$5K Buy
+89
New +$4.43K ﹤0.01% 713
2020
Q2 		– Sell
-620
Closed -$22K – 751
2020
Q1 		$22K Sell
620
-398
-39% -$17.7K ﹤0.01% 435
2019
Q4 		$51K Hold
1,018
– – ﹤0.01% 428
2019
Q3 		$48K Sell
1,018
-175
-15% -$8.16K ﹤0.01% 428
2019
Q2 		$57K Sell
1,193
-305
-20% -$14.9K ﹤0.01% 413
2019
Q1 		$73.2K Buy
1,498
+130
+10% +$6.25K 0.01% 392
2018
Q4 		$61.9K Buy
1,368
+1,018
+291% +$49K 0.01% 396
2018
Q3 		$18.2K Hold
350
– – ﹤0.01% 517
2018
Q2 		$18K Hold
350
– – ﹤0.01% 511
2018
Q1 		$19.1K Hold
350
– – ﹤0.01% 509
2017
Q4 		$19.3K Hold
350
– – ﹤0.01% 542
2017
Q3 		$19.1K Hold
350
– – ﹤0.01% 660
2017
Q2 		$18.1K Sell
350
-350
-50% -$18.1K ﹤0.01% 636
2017
Q1 		$35.2K Sell
700
-205
-23% -$10.1K ﹤0.01% 518
2016
Q4 		$42.8K Buy
+905
New +$42.1K 0.01% 366
2016
Q2 		$38.9K Hold
905
– – ﹤0.01% 417
2016
Q1 		$40.6K Sell
905
-700
-44% -$30.3K 0.01% 381
2015
Q4 		$74.7K Buy
1,605
+100
+7% +$4.83K 0.01% 340
2015
Q3 		$82.3K Hold
1,505
– – 0.02% 344
2015
Q2 		$88.1K Hold
1,505
– – 0.02% 327
2015
Q1 		$80.2K Hold
1,505
– – 0.01% 341
2014
Q4 		$76.8K Hold
1,505
– – 0.02% 238
2014
Q3 		$82.3K Hold
1,505
– – 0.02% 333
2014
Q2 		$88.1K Hold
1,505
– – 0.03% 199
2014
Q1 		$86.7K Buy
1,505
+227
+18% +$12.8K 0.05% 179
2013
Q4 		$73.1K Buy
+1,278
New +$71.6K 0.07% 154

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
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
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

MassMutual Private Wealth & Trust's EFV Position: Q2 2026 in Review

MassMutual Private Wealth & Trust held its iShares MSCI EAFE Value ETF (EFV) position steady in Q2 2026 at 6,300 shares worth $482K. The position accounts for 0.01% of the portfolio, ranked #315.

MassMutual Private Wealth & Trust first reported a position in EFV in Q4 2013 and has held it in 47 quarters since. The position peaked at $485K in Q4 2025. 615 funds tracked by Wall St. Rank hold EFV as of Q2 2026.

  • MassMutual Private Wealth & Trust held 6,300 shares of iShares MSCI EAFE Value ETF worth $482K as of Q2 2026.
  • MassMutual Private Wealth & Trust left its iShares MSCI EAFE Value ETF share count unchanged in Q2 2026.
  • iShares MSCI EAFE Value ETF made up 0.01% of MassMutual Private Wealth & Trust's portfolio in Q2 2026, its #315 holding.
  • MassMutual Private Wealth & Trust first reported a position in iShares MSCI EAFE Value ETF in Q4 2013 and has held it in 47 quarters since.
  • MassMutual Private Wealth & Trust's iShares MSCI EAFE Value ETF position peaked at $485K in Q4 2025.
  • 615 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q2 2026.

Based on MassMutual Private Wealth & Trust's 13F filing for Q2 2026, filed 2 Jul 2026.