Mosley Wealth Management
EFV icon

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
Q3 		$1.42M Sell
35,868
-2,298
-6% -$92.6K 0.41% 45
2026
Q2 		$1.46M Sell
38,166
-171,722
-82% -$6.65M 0.46% 39
2026
Q1 		$7.12M Buy
209,888
+1,080
+0.5% +$40.6K 3.22% 7
2025
Q4 		$7.12M Buy
+208,808
New +$7.26M 3.26% 7
2024
Q4 		$5.4M Buy
196,982
+20,192
+11% +$553K 3.34% 6
2024
Q3 		$4.95M Buy
176,790
+71,856
+68% +$1.98M 3.38% 6
2024
Q2 		$2.78M Sell
104,934
-13,792
-12% -$375K 2.37% 10
2024
Q1 		$3.23M Sell
118,726
-14,408
-11% -$376K 3.03% 6
2023
Q4 		$3.47M Buy
+133,134
New +$3.29M 3.42% 6

Other funds holding EFV

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Dynasty Wealth Management
Dynasty Wealth Management St. Petersburg, Florida $13B AUM 12.52% 1-Year Est. Return
Park Avenue Securities
Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Auto-Owners Insurance
Auto-Owners Insurance Lansing, Michigan $3.2B AUM 21.13% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Signature Estate & Investment Advisors
Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return

Mosley Wealth Management's EFV Position: Q3 2026 in Review

Mosley Wealth Management reduced its iShares MSCI EAFE Value ETF (EFV) stake by 6% in Q3 2026, selling an estimated $92.6K and leaving 35,868 shares worth $1.42M. The position accounts for 0.41% of the portfolio, ranked #45.

Mosley Wealth Management first reported a position in EFV in Q4 2023 and has held it in 9 quarters since. The position peaked at $7.12M in Q4 2025. 1,027 funds tracked by Wall St. Rank hold EFV as of Q3 2026.

  • Mosley Wealth Management held 35,868 shares of iShares MSCI EAFE Value ETF worth $1.42M as of Q3 2026.
  • Mosley Wealth Management sold 2,298 iShares MSCI EAFE Value ETF shares in Q3 2026, an estimated $92.6K.
  • iShares MSCI EAFE Value ETF made up 0.41% of Mosley Wealth Management's portfolio in Q3 2026, its #45 holding.
  • Mosley Wealth Management first reported a position in iShares MSCI EAFE Value ETF in Q4 2023 and has held it in 9 quarters since.
  • Mosley Wealth Management's iShares MSCI EAFE Value ETF position peaked at $7.12M in Q4 2025.
  • 1,027 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q3 2026.

Based on Mosley Wealth Management's 13F filing for Q3 2026, filed 16 Oct 2026.