MJT & Associates Financial Advisory’s iShares MSCI EAFE Value ETF EFV Stock Holding History

MJT & Associates Financial Advisory’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	$2.91K	Hold	38	–	–	﹤0.01%	352
2026 Q1	$2.83K	Hold	38	–	–	﹤0.01%	344
2025 Q4	$2.71K	Hold	38	–	–	﹤0.01%	363
2025 Q3	$2.58K	Sell	38 -6	-14%	-$395	﹤0.01%	373
2025 Q2	$2.79K	Hold	44	–	–	﹤0.01%	373
2025 Q1	$2.59K	Buy	+44	New	+$2.49K	﹤0.01%	384

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

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 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

Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

FSWA

Financial Synergies Wealth Advisors Houston, Texas $1.18B AUM 31.41% 1-Year Est. Return

BAM

Brave Asset Management Summit, New Jersey $467M AUM 33.05% 1-Year Est. Return

MJT & Associates Financial Advisory's EFV Position: Q2 2026 in Review

MJT & Associates Financial Advisory held its iShares MSCI EAFE Value ETF (EFV) position steady in Q2 2026 at 38 shares worth $2.91K. The position accounts for ﹤0.01% of the portfolio, ranked #352.

MJT & Associates Financial Advisory first reported a position in EFV in Q1 2025 and has held it in 6 quarters since. 418 funds tracked by Wall St. Rank hold EFV as of Q2 2026.

MJT & Associates Financial Advisory held 38 shares of iShares MSCI EAFE Value ETF worth $2.91K as of Q2 2026.
MJT & Associates Financial Advisory left its iShares MSCI EAFE Value ETF share count unchanged in Q2 2026.
iShares MSCI EAFE Value ETF made up ﹤0.01% of MJT & Associates Financial Advisory's portfolio in Q2 2026, its #352 holding.
MJT & Associates Financial Advisory first reported a position in iShares MSCI EAFE Value ETF in Q1 2025 and has held it in 6 quarters since.
418 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q2 2026.

Based on MJT & Associates Financial Advisory's 13F filing for Q2 2026, filed 6 Jul 2026.