MWM
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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

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

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. 576 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.
  • 576 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.