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 Q2	$327K	Sell	4,270 -12,715	-75%	-$985K	0.2%	70
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 $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

Merkkuri Wealth Advisors's EFV Position: Q2 2026 in Review

Merkkuri Wealth Advisors reduced its iShares MSCI EAFE Value ETF (EFV) stake by 75% in Q2 2026, selling an estimated $985K and leaving 4,270 shares worth $327K. The position accounts for 0.2% of the portfolio, ranked #70.

Merkkuri Wealth Advisors first reported a position in EFV in Q2 2024 and has held it in 9 quarters since. The position peaked at $2.83M in Q2 2025. 1,249 funds tracked by Wall St. Rank hold EFV as of Q2 2026.

Merkkuri Wealth Advisors held 4,270 shares of iShares MSCI EAFE Value ETF worth $327K as of Q2 2026.
Merkkuri Wealth Advisors sold 12,715 iShares MSCI EAFE Value ETF shares in Q2 2026, an estimated $985K.
iShares MSCI EAFE Value ETF made up 0.2% of Merkkuri Wealth Advisors's portfolio in Q2 2026, its #70 holding.
Merkkuri Wealth Advisors first reported a position in iShares MSCI EAFE Value ETF in Q2 2024 and has held it in 9 quarters since.
Merkkuri Wealth Advisors's iShares MSCI EAFE Value ETF position peaked at $2.83M in Q2 2025.
1,249 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q2 2026.

Based on Merkkuri Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.