MFT
EFV icon

Moisand Fitzgerald Tamayo’s iShares MSCI EAFE Value ETF EFV Stock Holding History

Moisand Fitzgerald Tamayo’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 		$224K Sell
2,930
-19
-0.6% -$1.47K 0.02% 119
2026
Q1 		$219K Sell
2,949
-113
-4% -$8.49K 0.02% 112
2025
Q4 		$219K Sell
3,062
-282
-8% -$19.6K 0.02% 113
2025
Q3 		$227K Hold
3,344
– – 0.03% 111
2025
Q2 		$212K Hold
3,344
– – 0.03% 111
2025
Q1 		$197K Hold
3,344
– – 0.03% 113
2024
Q4 		$175K Buy
3,344
+12
+0.4% +$657 0.02% 122
2024
Q3 		$192K Sell
3,332
-265
-7% -$14.6K 0.03% 115
2024
Q2 		$191K Buy
3,597
+13
+0.4% +$707 0.03% 109
2024
Q1 		$195K Sell
3,584
-463
-11% -$24.2K 0.03% 106
2023
Q4 		$211K Buy
4,047
+456
+13% +$22.6K 0.04% 101
2023
Q3 		$176K Hold
3,591
– – 0.04% 105
2023
Q2 		$176K Sell
3,591
-129
-3% -$6.35K 0.04% 104
2023
Q1 		$181K Sell
3,720
-1,310
-26% -$63.4K 0.04% 104
2022
Q4 		$231K Buy
5,030
+1,060
+27% +$46K 0.05% 92
2022
Q3 		$153K Sell
3,970
-592
-13% -$25.2K 0.04% 107
2022
Q2 		$198K Buy
4,562
+381
+9% +$18.1K 0.05% 95
2022
Q1 		$210K Sell
4,181
-20
-0.5% -$1.02K 0.1% 72
2021
Q4 		$212K Buy
4,201
+13
+0.3% +$664 0.06% 88
2021
Q3 		$213K Sell
4,188
-279
-6% -$14.5K 0.07% 84
2021
Q2 		$231K Sell
4,467
-78
-2% -$4.13K 0.08% 80
2021
Q1 		$232K Sell
4,545
-45
-1% -$2.24K 0.1% 75
2020
Q4 		$217K Sell
4,590
-493
-10% -$21.7K 0.1% 74
2020
Q3 		$205K Hold
5,083
– – 0.11% 70
2020
Q2 		$203K Sell
5,083
-1,094
-18% -$41.7K 0.11% 68
2020
Q1 		$220K Sell
6,177
-21
-0.3% -$934 0.14% 63
2019
Q4 		$309K Sell
6,198
-102
-2% -$5K 0.16% 60
2019
Q3 		$298K Hold
6,300
– – 0.16% 61
2019
Q2 		$303K Buy
6,300
+16
+0.3% +$781 0.17% 60
2019
Q1 		$307K Hold
6,284
– – 0.17% 59
2018
Q4 		$284K Buy
6,284
+8
+0.1% +$385 0.18% 59
2018
Q3 		$326K Hold
6,276
– – 0.18% 60
2018
Q2 		$322K Sell
6,276
-209
-3% -$11.4K 0.19% 59
2018
Q1 		$354K Sell
6,485
-1,037
-14% -$58.2K 0.21% 58
2017
Q4 		$415K Sell
7,522
-483
-6% -$26.5K 0.24% 47
2017
Q3 		$437K Hold
8,005
– – 0.27% 45
2017
Q2 		$414K Sell
8,005
-148
-2% -$7.65K 0.28% 44
2017
Q1 		$410K Sell
8,153
-672
-8% -$33K 0.29% 41
2016
Q4 		$417K Buy
8,825
+526
+6% +$24.4K 0.31% 41
2016
Q3 		$383K Hold
8,299
– – 0.29% 44
2016
Q2 		$356K Sell
8,299
-644
-7% -$29K 0.29% 43
2016
Q1 		$401K Sell
8,943
-729
-8% -$31.5K 0.32% 40
2015
Q4 		$450K Buy
+9,672
New +$467K 0.39% 38

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
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
AL
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

Moisand Fitzgerald Tamayo's EFV Position: Q2 2026 in Review

Moisand Fitzgerald Tamayo reduced its iShares MSCI EAFE Value ETF (EFV) stake by 0.64% in Q2 2026, selling an estimated $1.47K and leaving 2,930 shares worth $224K. The position accounts for 0.02% of the portfolio, ranked #119.

Moisand Fitzgerald Tamayo first reported a position in EFV in Q4 2015 and has held it in 43 quarters since. The position peaked at $450K in Q4 2015. 324 funds tracked by Wall St. Rank hold EFV as of Q2 2026.

  • Moisand Fitzgerald Tamayo held 2,930 shares of iShares MSCI EAFE Value ETF worth $224K as of Q2 2026.
  • Moisand Fitzgerald Tamayo sold 19 iShares MSCI EAFE Value ETF shares in Q2 2026, an estimated $1.47K.
  • iShares MSCI EAFE Value ETF made up 0.02% of Moisand Fitzgerald Tamayo's portfolio in Q2 2026, its #119 holding.
  • Moisand Fitzgerald Tamayo first reported a position in iShares MSCI EAFE Value ETF in Q4 2015 and has held it in 43 quarters since.
  • Moisand Fitzgerald Tamayo's iShares MSCI EAFE Value ETF position peaked at $450K in Q4 2015.
  • 324 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q2 2026.

Based on Moisand Fitzgerald Tamayo's 13F filing for Q2 2026, filed 13 Jul 2026.