Net Worth Advisory Group’s iShares MSCI EAFE Value ETF EFV Stock Holding History

Net Worth Advisory Group’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	$1.08M	Sell	14,088 -48,813	-78%	-$3.78M	0.27%	75
2026 Q1	$4.68M	Sell	62,901 -319	-0.5%	-$24K	0.97%	17
2025 Q4	$4.51M	Buy	63,220 +51,237	+428%	+$3.56M	0.91%	19
2025 Q3	$813K	Sell	11,983 -49,711	-81%	-$3.27M	0.24%	86
2025 Q2	$3.92M	Buy	61,694 +48,893	+382%	+$2.99M	0.87%	20
2025 Q1	$754K	Sell	12,801 -233	-2%	-$13.2K	0.24%	91
2024 Q4	$684K	Sell	13,034 -173	-1%	-$9.47K	0.21%	106
2024 Q3	$760K	Buy	+13,207	New	+$729K	0.23%	96

Other funds holding EFV

AOI

Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 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

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 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

OWA

Octavia Wealth Advisors Cincinnati, Ohio $1.16B AUM 25.42% 1-Year Est. Return

WFPG

Waller Financial Planning Group Columbus, Ohio $486M AUM 17.78% 1-Year Est. Return

ACA

Affinity Capital Advisors Berkeley, California $810M AUM 24.85% 1-Year Est. Return

Net Worth Advisory Group's EFV Position: Q2 2026 in Review

Net Worth Advisory Group reduced its iShares MSCI EAFE Value ETF (EFV) stake by 78% in Q2 2026, selling an estimated $3.78M and leaving 14,088 shares worth $1.08M. The position accounts for 0.27% of the portfolio, ranked #75.

Net Worth Advisory Group first reported a position in EFV in Q3 2024 and has held it in 8 quarters since. The position peaked at $4.68M in Q1 2026. 245 funds tracked by Wall St. Rank hold EFV as of Q2 2026.

Net Worth Advisory Group held 14,088 shares of iShares MSCI EAFE Value ETF worth $1.08M as of Q2 2026.
Net Worth Advisory Group sold 48,813 iShares MSCI EAFE Value ETF shares in Q2 2026, an estimated $3.78M.
iShares MSCI EAFE Value ETF made up 0.27% of Net Worth Advisory Group's portfolio in Q2 2026, its #75 holding.
Net Worth Advisory Group first reported a position in iShares MSCI EAFE Value ETF in Q3 2024 and has held it in 8 quarters since.
Net Worth Advisory Group's iShares MSCI EAFE Value ETF position peaked at $4.68M in Q1 2026.
245 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q2 2026.

Based on Net Worth Advisory Group's 13F filing for Q2 2026, filed 14 Jul 2026.