NLP
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Next Level Private’s iShares MSCI EAFE Value ETF EFV Stock Holding History

Next Level Private’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 		$287K Sell
3,747
-465
-11% -$36K 0.06% 147
2026
Q1 		$313K Buy
+4,212
New +$317K 0.07% 138

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

Next Level Private's EFV Position: Q2 2026 in Review

Next Level Private reduced its iShares MSCI EAFE Value ETF (EFV) stake by 11% in Q2 2026, selling an estimated $36K and leaving 3,747 shares worth $287K. The position accounts for 0.06% of the portfolio, ranked #147.

Next Level Private first reported a position in EFV in Q1 2026 and has held it in 2 quarters since. The position peaked at $313K in Q1 2026. 245 funds tracked by Wall St. Rank hold EFV as of Q2 2026.

  • Next Level Private held 3,747 shares of iShares MSCI EAFE Value ETF worth $287K as of Q2 2026.
  • Next Level Private sold 465 iShares MSCI EAFE Value ETF shares in Q2 2026, an estimated $36K.
  • iShares MSCI EAFE Value ETF made up 0.06% of Next Level Private's portfolio in Q2 2026, its #147 holding.
  • Next Level Private first reported a position in iShares MSCI EAFE Value ETF in Q1 2026 and has held it in 2 quarters since.
  • Next Level Private's iShares MSCI EAFE Value ETF position peaked at $313K in Q1 2026.
  • 245 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q2 2026.

Based on Next Level Private's 13F filing for Q2 2026, filed 9 Jul 2026.