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Neumann Capital Management’s iShares MSCI EAFE Value ETF EFV Stock Holding History

Neumann 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 		$2.28M Hold
29,785
– – 1.51% 19
2026
Q1 		$2.21M Hold
29,785
– – 0.65% 38
2025
Q4 		$2.13M Hold
29,785
– – 0.61% 38
2025
Q3 		$2.02M Hold
29,785
– – 0.59% 39
2025
Q2 		$1.89M Hold
29,785
– – 0.59% 42
2025
Q1 		$1.76M Hold
29,785
– – 0.61% 45
2024
Q4 		$1.56M Hold
29,785
– – 0.52% 46
2024
Q3 		$1.71M Hold
29,785
– – 0.57% 43
2024
Q2 		$1.58M Hold
29,785
– – 0.54% 44
2024
Q1 		$1.62M Hold
29,785
– – 0.58% 44
2023
Q4 		$1.55M Hold
29,785
– – 0.62% 44
2023
Q3 		$1.46M Buy
29,785
+2,000
+7% +$99.1K 0.64% 42
2023
Q2 		$1.36M Sell
27,785
-2,790
-9% -$137K 0.56% 44
2023
Q1 		$1.48M Hold
30,575
– – 0.65% 42
2022
Q4 		$1.4M Buy
30,575
+500
+2% +$21.7K 0.66% 43
2022
Q3 		$1.16M Hold
30,075
– – 0.6% 47
2022
Q2 		$1.3M Sell
30,075
-1,360
-4% -$64.8K 0.66% 43
2022
Q1 		$1.58M Hold
31,435
– – 0.67% 41
2021
Q4 		$1.58M Hold
31,435
– – 0.65% 43
2021
Q3 		$1.6M Hold
31,435
– – 0.72% 41
2021
Q2 		$1.63M Sell
31,435
-750
-2% -$39.7K 0.73% 40
2021
Q1 		$1.64M Sell
32,185
-600
-2% -$29.8K 0.78% 39
2020
Q4 		$1.55M Sell
32,785
-4,080
-11% -$180K 0.78% 38
2020
Q3 		$1.49M Buy
36,865
+1,700
+5% +$70.3K 0.86% 38
2020
Q2 		$1.41M Buy
35,165
+1,380
+4% +$52.6K 0.86% 37
2020
Q1 		$1.21M Buy
33,785
+6,750
+25% +$300K 0.88% 37
2019
Q4 		$1.35M Buy
27,035
+600
+2% +$29.4K 0.78% 38
2019
Q3 		$1.25M Sell
26,435
-460
-2% -$21.4K 0.77% 39
2019
Q2 		$1.29M Sell
26,895
-515
-2% -$25.1K 0.8% 37
2019
Q1 		$1.34M Sell
27,410
-1,260
-4% -$60.6K 0.86% 37
2018
Q4 		$1.3M Sell
28,670
-8,480
-23% -$409K 0.98% 35
2018
Q3 		$1.93M Buy
37,150
+1,150
+3% +$59.3K 1.14% 29
2018
Q2 		$1.85M Buy
36,000
+1,180
+3% +$64.4K 1.16% 30
2018
Q1 		$1.9M Buy
34,820
+10,380
+42% +$583K 1.21% 28
2017
Q4 		$1.35M Buy
24,440
+3,685
+18% +$202K 0.83% 42
2017
Q3 		$1.13M Buy
20,755
+2,060
+11% +$109K 0.7% 43
2017
Q2 		$967K Buy
18,695
+1,765
+10% +$91.3K 0.62% 45
2017
Q1 		$852K Buy
16,930
+4,400
+35% +$216K 0.55% 50
2016
Q4 		$592K Buy
12,530
+6,220
+99% +$289K 0.38% 58
2016
Q3 		$291K Sell
6,310
-1,900
-23% -$85.5K 0.19% 66
2016
Q2 		$353K Hold
8,210
– – 0.23% 66
2016
Q1 		$368K Hold
8,210
– – 0.24% 65
2015
Q4 		$382K Hold
8,210
– – 0.27% 65
2015
Q3 		$380K Buy
8,210
+2,140
+35% +$108K 0.27% 69
2015
Q2 		$318K Buy
6,070
+2,040
+51% +$113K 0.2% 70
2015
Q1 		$215K Hold
4,030
– – 0.14% 81
2014
Q4 		$206K Buy
+4,030
New +$213K 0.13% 83

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
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 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
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Neumann Capital Management's EFV Position: Q2 2026 in Review

Neumann Capital Management held its iShares MSCI EAFE Value ETF (EFV) position steady in Q2 2026 at 29,785 shares worth $2.28M. The position accounts for 1.51% of the portfolio, ranked #19.

Neumann Capital Management first reported a position in EFV in Q4 2014 and has held it in 47 quarters since. 599 funds tracked by Wall St. Rank hold EFV as of Q2 2026.

  • Neumann Capital Management held 29,785 shares of iShares MSCI EAFE Value ETF worth $2.28M as of Q2 2026.
  • Neumann Capital Management left its iShares MSCI EAFE Value ETF share count unchanged in Q2 2026.
  • iShares MSCI EAFE Value ETF made up 1.51% of Neumann Capital Management's portfolio in Q2 2026, its #19 holding.
  • Neumann Capital Management first reported a position in iShares MSCI EAFE Value ETF in Q4 2014 and has held it in 47 quarters since.
  • 599 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q2 2026.

Based on Neumann Capital Management's 13F filing for Q2 2026, filed 13 Jul 2026.