Motive Wealth Advisors’s iShares MSCI EAFE Value ETF EFV Stock Holding History

Motive Wealth 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	$722K	Hold	9,437	–	–	0.3%	40
2026 Q1	$702K	Hold	9,437	–	–	0.33%	37
2025 Q4	$674K	Hold	9,437	–	–	0.29%	38
2025 Q3	$640K	Hold	9,437	–	–	0.28%	39
2025 Q2	$599K	Hold	9,437	–	–	0.27%	39
2025 Q1	$556K	Sell	9,437 -738	-7%	-$41.8K	0.3%	38
2024 Q4	$534K	Hold	10,175	–	–	0.29%	40
2024 Q3	$540K	Hold	10,175	–	–	0.32%	39
2024 Q2	$540K	Hold	10,175	–	–	0.32%	39
2024 Q1	$554K	Buy	+10,175	New	+$531K	0.34%	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 Chicago, Illinois $20.9B AUM 19.34% 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

CSP

Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return

Motive Wealth Advisors's EFV Position: Q2 2026 in Review

Motive Wealth Advisors held its iShares MSCI EAFE Value ETF (EFV) position steady in Q2 2026 at 9,437 shares worth $722K. The position accounts for 0.3% of the portfolio, ranked #40.

Motive Wealth Advisors first reported a position in EFV in Q1 2024 and has held it in 10 quarters since. 311 funds tracked by Wall St. Rank hold EFV as of Q2 2026.

Motive Wealth Advisors held 9,437 shares of iShares MSCI EAFE Value ETF worth $722K as of Q2 2026.
Motive Wealth Advisors left its iShares MSCI EAFE Value ETF share count unchanged in Q2 2026.
iShares MSCI EAFE Value ETF made up 0.3% of Motive Wealth Advisors's portfolio in Q2 2026, its #40 holding.
Motive Wealth Advisors first reported a position in iShares MSCI EAFE Value ETF in Q1 2024 and has held it in 10 quarters since.
311 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q2 2026.

Based on Motive Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.