Murphy & Mullick Capital Management’s iShares MSCI EAFE Value ETF EFV Stock Holding History

Murphy & Mullick Capital 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	$14.5K	Hold	190	–	–	0.01%	452
2026 Q1	$14.1K	Hold	190	–	–	0.01%	435
2025 Q4	$13.6K	Hold	190	–	–	0.01%	449
2025 Q3	$12.9K	Hold	190	–	–	0.01%	438
2025 Q2	$12K	Sell	190 -490	-72%	-$30K	0.01%	436
2025 Q1	$40.1K	Buy	680 +490	+258%	+$27.7K	0.04%	287
2024 Q4	$9.97K	Buy	+190	New	+$10.4K	0.01%	442

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

Murphy & Mullick Capital Management's EFV Position: Q2 2026 in Review

Murphy & Mullick Capital Management held its iShares MSCI EAFE Value ETF (EFV) position steady in Q2 2026 at 190 shares worth $14.5K. The position accounts for 0.01% of the portfolio, ranked #452.

Murphy & Mullick Capital Management first reported a position in EFV in Q4 2024 and has held it in 7 quarters since. The position peaked at $40.1K in Q1 2025. 1,249 funds tracked by Wall St. Rank hold EFV as of Q2 2026.

Murphy & Mullick Capital Management held 190 shares of iShares MSCI EAFE Value ETF worth $14.5K as of Q2 2026.
Murphy & Mullick Capital Management left its iShares MSCI EAFE Value ETF share count unchanged in Q2 2026.
iShares MSCI EAFE Value ETF made up 0.01% of Murphy & Mullick Capital Management's portfolio in Q2 2026, its #452 holding.
Murphy & Mullick Capital Management first reported a position in iShares MSCI EAFE Value ETF in Q4 2024 and has held it in 7 quarters since.
Murphy & Mullick Capital Management's iShares MSCI EAFE Value ETF position peaked at $40.1K in Q1 2025.
1,249 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q2 2026.

Based on Murphy & Mullick Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.