Merkkuri Wealth Advisors’s iShares MSCI EAFE Value ETF EFV Stock Holding History

Merkkuri Wealth 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 Q1	$1.26M	Sell	16,985 -11,572	-41%	-$870K	0.84%	35
2025 Q4	$2.04M	Sell	28,557 -2,586	-8%	-$180K	1.39%	25
2025 Q3	$2.11M	Sell	31,143 -13,363	-30%	-$880K	1.53%	19
2025 Q2	$2.83M	Buy	44,506 +15,728	+55%	+$962K	2.14%	12
2025 Q1	$1.7M	Sell	28,778 -5,816	-17%	-$329K	1.45%	22
2024 Q4	$1.82M	Buy	34,594 +2,763	+9%	+$151K	1.44%	20
2024 Q3	$1.83M	Buy	31,831 +8,960	+39%	+$495K	1.45%	20
2024 Q2	$1.21M	Buy	+22,871	New	+$1.24M	1.12%	33

Other funds holding EFV

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

PAS

Park Avenue Securities New York $12.8B AUM 19.38% 1-Year Est. Return

Merkkuri Wealth Advisors's EFV Position: Q1 2026 in Review

Merkkuri Wealth Advisors reduced its iShares MSCI EAFE Value ETF (EFV) stake by 41% in Q1 2026, selling an estimated $870K and leaving 16,985 shares worth $1.26M. The position accounts for 0.84% of the portfolio, ranked #35.

Merkkuri Wealth Advisors first reported a position in EFV in Q2 2024 and has held it in 8 quarters since. The position peaked at $2.83M in Q2 2025. 1,254 funds tracked by Wall St. Rank hold EFV as of Q1 2026.

Merkkuri Wealth Advisors held 16,985 shares of iShares MSCI EAFE Value ETF worth $1.26M as of Q1 2026.
Merkkuri Wealth Advisors sold 11,572 iShares MSCI EAFE Value ETF shares in Q1 2026, an estimated $870K.
iShares MSCI EAFE Value ETF made up 0.84% of Merkkuri Wealth Advisors's portfolio in Q1 2026, its #35 holding.
Merkkuri Wealth Advisors first reported a position in iShares MSCI EAFE Value ETF in Q2 2024 and has held it in 8 quarters since.
Merkkuri Wealth Advisors's iShares MSCI EAFE Value ETF position peaked at $2.83M in Q2 2025.
1,254 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q1 2026.

Based on Merkkuri Wealth Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.