Midwest Capital Advisors’s iShares MSCI EAFE Value ETF EFV Stock Holding History

Midwest Capital 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	$1.05M	Sell	13,773 -61,857	-82%	-$4.79M	0.43%	28
2026 Q1	$5.62M	Sell	75,630 -15,411	-17%	-$1.16M	2.63%	13
2025 Q4	$6.5M	Buy	91,041 +84,618	+1,317%	+$5.88M	3.11%	10
2025 Q3	$436K	Sell	6,423 -82	-1%	-$5.4K	0.21%	36
2025 Q2	$413K	Sell	6,505 -455	-7%	-$27.8K	0.22%	38
2025 Q1	$410K	Hold	6,960	–	–	0.25%	37
2024 Q4	$365K	Buy	+6,960	New	+$381K	0.27%	38

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

Midwest Capital Advisors's EFV Position: Q2 2026 in Review

Midwest Capital Advisors reduced its iShares MSCI EAFE Value ETF (EFV) stake by 82% in Q2 2026, selling an estimated $4.79M and leaving 13,773 shares worth $1.05M. The position accounts for 0.43% of the portfolio, ranked #28.

Midwest Capital Advisors first reported a position in EFV in Q4 2024 and has held it in 7 quarters since. The position peaked at $6.5M in Q4 2025. 1,249 funds tracked by Wall St. Rank hold EFV as of Q2 2026.

Midwest Capital Advisors held 13,773 shares of iShares MSCI EAFE Value ETF worth $1.05M as of Q2 2026.
Midwest Capital Advisors sold 61,857 iShares MSCI EAFE Value ETF shares in Q2 2026, an estimated $4.79M.
iShares MSCI EAFE Value ETF made up 0.43% of Midwest Capital Advisors's portfolio in Q2 2026, its #28 holding.
Midwest Capital Advisors first reported a position in iShares MSCI EAFE Value ETF in Q4 2024 and has held it in 7 quarters since.
Midwest Capital Advisors's iShares MSCI EAFE Value ETF position peaked at $6.5M in Q4 2025.
1,249 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q2 2026.

Based on Midwest Capital Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.