Mosley Wealth Management’s iShares MSCI EAFE Value ETF EFV Stock Holding History

Mosley Wealth Management’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	$1.46M	Sell	19,083 -85,861	-82%	-$6.65M	0.46%	39
2026 Q1	$7.12M	Buy	104,944 +540	+0.5%	+$40.6K	3.22%	7
2025 Q4	$7.12M	Buy	+104,404	New	+$7.25M	3.26%	7
2024 Q4	$5.4M	Buy	98,491 +10,096	+11%	+$553K	3.34%	6
2024 Q3	$4.95M	Buy	88,395 +35,928	+68%	+$1.98M	3.38%	6
2024 Q2	$2.78M	Sell	52,467 -6,896	-12%	-$375K	2.37%	10
2024 Q1	$3.23M	Sell	59,363 -7,204	-11%	-$376K	3.03%	6
2023 Q4	$3.47M	Buy	+66,567	New	+$3.29M	3.42%	6

Other funds holding EFV

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

OCA

OpenArc Corporate Advisory Atlanta, Georgia $8.41B AUM

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

HMH

Hackensack Meridian Health Edison, New Jersey $1.48B AUM 21% 1-Year Est. Return

Mosley Wealth Management's EFV Position: Q2 2026 in Review

Mosley Wealth Management reduced its iShares MSCI EAFE Value ETF (EFV) stake by 82% in Q2 2026, selling an estimated $6.65M and leaving 19,083 shares worth $1.46M. The position accounts for 0.46% of the portfolio, ranked #39.

Mosley Wealth Management first reported a position in EFV in Q4 2023 and has held it in 8 quarters since. The position peaked at $7.12M in Q4 2025. 805 funds tracked by Wall St. Rank hold EFV as of Q2 2026.

Mosley Wealth Management held 19,083 shares of iShares MSCI EAFE Value ETF worth $1.46M as of Q2 2026.
Mosley Wealth Management sold 85,861 iShares MSCI EAFE Value ETF shares in Q2 2026, an estimated $6.65M.
iShares MSCI EAFE Value ETF made up 0.46% of Mosley Wealth Management's portfolio in Q2 2026, its #39 holding.
Mosley Wealth Management first reported a position in iShares MSCI EAFE Value ETF in Q4 2023 and has held it in 8 quarters since.
Mosley Wealth Management's iShares MSCI EAFE Value ETF position peaked at $7.12M in Q4 2025.
805 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q2 2026.

Based on Mosley Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.