Measured Wealth Private Client Group’s iShares MSCI EAFE Value ETF EFV Stock Holding History

Measured Wealth Private Client Group’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	$101K	Hold	1,317	–	–	0.02%	248
2026 Q1	$97.9K	Buy	1,317 +642	+95%	+$48.3K	0.03%	236
2025 Q4	$48.2K	Hold	675	–	–	0.01%	314
2025 Q3	$45.8K	Buy	+675	New	+$44.5K	0.01%	309
2020 Q1	–	Sell	-4,678	Closed	-$234K	–	110
2019 Q4	$234K	Sell	4,678 -669	-13%	-$32.8K	0.16%	87
2019 Q3	$253K	Sell	5,347 -497	-9%	-$23.2K	0.16%	97
2019 Q2	$281K	Buy	5,844 +661	+13%	+$32.3K	0.16%	141
2019 Q1	$253K	Buy	5,183 +712	+16%	+$34.3K	0.16%	148
2018 Q4	$202K	Buy	4,471 +1,433	+47%	+$69K	0.18%	98
2018 Q3	$158K	Buy	+3,038	New	+$157K	0.09%	174

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

Measured Wealth Private Client Group's EFV Position: Q2 2026 in Review

Measured Wealth Private Client Group held its iShares MSCI EAFE Value ETF (EFV) position steady in Q2 2026 at 1,317 shares worth $101K. The position accounts for 0.02% of the portfolio, ranked #248.

Measured Wealth Private Client Group first reported a position in EFV in Q3 2018 and has held it in 10 quarters since. The position peaked at $281K in Q2 2019. 1,245 funds tracked by Wall St. Rank hold EFV as of Q2 2026.

Measured Wealth Private Client Group held 1,317 shares of iShares MSCI EAFE Value ETF worth $101K as of Q2 2026.
Measured Wealth Private Client Group left its iShares MSCI EAFE Value ETF share count unchanged in Q2 2026.
iShares MSCI EAFE Value ETF made up 0.02% of Measured Wealth Private Client Group's portfolio in Q2 2026, its #248 holding.
Measured Wealth Private Client Group first reported a position in iShares MSCI EAFE Value ETF in Q3 2018 and has held it in 10 quarters since.
Measured Wealth Private Client Group's iShares MSCI EAFE Value ETF position peaked at $281K in Q2 2019.
1,245 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q2 2026.

Based on Measured Wealth Private Client Group's 13F filing for Q2 2026, filed 10 Aug 2026.