MSH Capital Advisors’s iShares MSCI EAFE Value ETF EFV Stock Holding History

MSH Capital 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	$539K	Sell	7,044 -6,508	-48%	-$504K	0.09%	196
2026 Q1	$1.01M	Sell	13,552 -5,083	-27%	-$382K	0.21%	110
2025 Q4	$1.33M	Buy	18,635 +1,614	+9%	+$112K	0.28%	94
2025 Q3	$1.15M	Sell	17,021 -505	-3%	-$33.3K	0.31%	87
2025 Q2	$1.11M	Buy	17,526 +1,494	+9%	+$91.4K	0.32%	85
2025 Q1	$945K	Buy	16,032 +2,711	+20%	+$153K	0.29%	94
2024 Q4	$699K	Buy	13,321 +1,671	+14%	+$91.5K	0.22%	108
2024 Q3	$670K	Buy	+11,650	New	+$643K	0.21%	116
2023 Q4	–	Sell	-7,593	Closed	-$372K	–	218
2023 Q3	$372K	Buy	7,593 +1,677	+28%	+$83.1K	0.15%	151
2023 Q2	$290K	Sell	5,916 -872	-13%	-$42.9K	0.11%	179
2023 Q1	$329K	Sell	6,788 -37	-0.5%	-$1.79K	0.14%	151
2022 Q4	$313K	Buy	+6,825	New	+$296K	0.14%	146

Other funds holding EFV

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

DWM

Dynasty Wealth Management St. Petersburg, Florida $13.5B AUM 21.55% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

MSH Capital Advisors's EFV Position: Q2 2026 in Review

MSH Capital Advisors reduced its iShares MSCI EAFE Value ETF (EFV) stake by 48% in Q2 2026, selling an estimated $504K and leaving 7,044 shares worth $539K. The position accounts for 0.09% of the portfolio, ranked #196.

MSH Capital Advisors first reported a position in EFV in Q4 2022 and has held it in 12 quarters since. The position peaked at $1.33M in Q4 2025. 1,249 funds tracked by Wall St. Rank hold EFV as of Q2 2026.

MSH Capital Advisors held 7,044 shares of iShares MSCI EAFE Value ETF worth $539K as of Q2 2026.
MSH Capital Advisors sold 6,508 iShares MSCI EAFE Value ETF shares in Q2 2026, an estimated $504K.
iShares MSCI EAFE Value ETF made up 0.09% of MSH Capital Advisors's portfolio in Q2 2026, its #196 holding.
MSH Capital Advisors first reported a position in iShares MSCI EAFE Value ETF in Q4 2022 and has held it in 12 quarters since.
MSH Capital Advisors's iShares MSCI EAFE Value ETF position peaked at $1.33M in Q4 2025.
1,249 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q2 2026.

Based on MSH Capital Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.