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

McNaughton 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	$4.01M	Sell	52,401 -33,234	-39%	-$2.57M	1.42%	20
2026 Q1	$6.37M	Buy	85,635 +33,570	+64%	+$2.52M	2.63%	9
2025 Q4	$3.72M	Sell	52,065 -28,973	-36%	-$2.01M	1.53%	21
2025 Q3	$5.5M	Sell	81,038 -29,102	-26%	-$1.92M	2.32%	12
2025 Q2	$6.99M	Buy	110,140 +21,344	+24%	+$1.31M	3.12%	8
2025 Q1	$5.23M	Buy	+88,796	New	+$5.02M	2.54%	10

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

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

McNaughton Wealth Management reduced its iShares MSCI EAFE Value ETF (EFV) stake by 39% in Q2 2026, selling an estimated $2.57M and leaving 52,401 shares worth $4.01M. The position accounts for 1.42% of the portfolio, ranked #20.

McNaughton Wealth Management first reported a position in EFV in Q1 2025 and has held it in 6 quarters since. The position peaked at $6.99M in Q2 2025. 1,249 funds tracked by Wall St. Rank hold EFV as of Q2 2026.

McNaughton Wealth Management held 52,401 shares of iShares MSCI EAFE Value ETF worth $4.01M as of Q2 2026.
McNaughton Wealth Management sold 33,234 iShares MSCI EAFE Value ETF shares in Q2 2026, an estimated $2.57M.
iShares MSCI EAFE Value ETF made up 1.42% of McNaughton Wealth Management's portfolio in Q2 2026, its #20 holding.
McNaughton Wealth Management first reported a position in iShares MSCI EAFE Value ETF in Q1 2025 and has held it in 6 quarters since.
McNaughton Wealth Management's iShares MSCI EAFE Value ETF position peaked at $6.99M in Q2 2025.
1,249 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q2 2026.

Based on McNaughton Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.