Mayflower Financial Advisors’s iShares MSCI EAFE Value ETF EFV Stock Holding History

Mayflower Financial Advisors’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	$2.43M	Sell	31,787 -48,509	-60%	-$3.76M	0.21%	105
2026 Q1	$5.97M	Sell	80,296 -39,951	-33%	-$3M	0.72%	32
2025 Q4	$8.59M	Sell	120,247 -8,420	-7%	-$585K	1.04%	21
2025 Q3	$8.73M	Sell	128,667 -30,618	-19%	-$2.02M	1.1%	18
2025 Q2	$10.1M	Buy	159,285 +51,854	+48%	+$3.17M	1.41%	10
2025 Q1	$6.33M	Sell	107,431 -6,791	-6%	-$384K	0.96%	20
2024 Q4	$5.99M	Buy	114,222 +4,630	+4%	+$254K	0.89%	23
2024 Q3	$6.3M	Buy	109,592 +65,465	+148%	+$3.61M	0.95%	22
2024 Q2	$2.34M	Sell	44,127 -17,531	-28%	-$953K	0.38%	65
2024 Q1	$3.35M	Sell	61,658 -18,410	-23%	-$961K	0.56%	45
2023 Q4	$4.17M	Buy	80,068 +12,497	+18%	+$618K	0.58%	44
2023 Q3	$3.31M	Sell	67,571 -16,151	-19%	-$800K	0.49%	44
2023 Q2	$4.1M	Sell	83,722 -11,904	-12%	-$586K	0.53%	48
2023 Q1	$4.64M	Sell	95,626 -8,752	-8%	-$424K	0.61%	40
2022 Q4	$4.79M	Buy	104,378 +47,846	+85%	+$2.08M	0.66%	33
2022 Q3	$2.18M	Sell	56,532 -4,299	-7%	-$183K	0.35%	62
2022 Q2	$2.64M	Buy	60,831 +36,823	+153%	+$1.75M	0.4%	54
2022 Q1	$1.21M	Buy	24,008 +16,197	+207%	+$823K	0.16%	99
2021 Q4	$394K	Buy	7,811 +2,861	+58%	+$146K	0.05%	225
2021 Q3	$259K	Buy	+4,950	New	+$256K	0.04%	280

Other funds holding EFV

AOI

Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 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

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

FSWA

Financial Synergies Wealth Advisors Houston, Texas $1.18B AUM 31.41% 1-Year Est. Return

BAM

Brave Asset Management Summit, New Jersey $467M AUM 33.05% 1-Year Est. Return

CSP

Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return

OWA

Octavia Wealth Advisors Cincinnati, Ohio $1.16B AUM 25.42% 1-Year Est. Return

WFPG

Waller Financial Planning Group Columbus, Ohio $486M AUM 17.78% 1-Year Est. Return

ACA

Affinity Capital Advisors Berkeley, California $810M AUM 24.85% 1-Year Est. Return

Mayflower Financial Advisors's EFV Position: Q2 2026 in Review

Mayflower Financial Advisors reduced its iShares MSCI EAFE Value ETF (EFV) stake by 60% in Q2 2026, selling an estimated $3.76M and leaving 31,787 shares worth $2.43M. The position accounts for 0.21% of the portfolio, ranked #105.

Mayflower Financial Advisors first reported a position in EFV in Q3 2021 and has held it in 20 quarters since. The position peaked at $10.1M in Q2 2025. 245 funds tracked by Wall St. Rank hold EFV as of Q2 2026.

Mayflower Financial Advisors held 31,787 shares of iShares MSCI EAFE Value ETF worth $2.43M as of Q2 2026.
Mayflower Financial Advisors sold 48,509 iShares MSCI EAFE Value ETF shares in Q2 2026, an estimated $3.76M.
iShares MSCI EAFE Value ETF made up 0.21% of Mayflower Financial Advisors's portfolio in Q2 2026, its #105 holding.
Mayflower Financial Advisors first reported a position in iShares MSCI EAFE Value ETF in Q3 2021 and has held it in 20 quarters since.
Mayflower Financial Advisors's iShares MSCI EAFE Value ETF position peaked at $10.1M in Q2 2025.
245 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q2 2026.

Based on Mayflower Financial Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.