Noble Family Wealth’s iShares MSCI EAFE Value ETF EFV Stock Holding History

Noble Family Wealth’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	$7.03M	Buy	91,785 +6,332	+7%	+$490K	1.26%	20
2026 Q1	$6.35M	Buy	85,453 +5,248	+7%	+$394K	1.31%	19
2025 Q4	$5.73M	Buy	80,205 +4,684	+6%	+$325K	1.21%	19
2025 Q3	$5.12M	Buy	75,521 +5,351	+8%	+$352K	1.13%	18
2025 Q2	$4.45M	Buy	70,170 +2,970	+4%	+$182K	1.09%	18
2025 Q1	$3.96M	Buy	67,200 +3,244	+5%	+$184K	1.09%	19
2024 Q4	$3.35M	Buy	63,956 +799	+1%	+$43.8K	0.92%	21
2024 Q3	$3.63M	Buy	63,157 +73	+0.1%	+$4.03K	0.98%	21
2024 Q2	$3.35M	Buy	63,084 +205	+0.3%	+$11.1K	0.96%	23
2024 Q1	$3.42M	Sell	62,879 -495	-0.8%	-$25.8K	0.97%	22
2023 Q4	$3.3M	Buy	63,374 +3,262	+5%	+$161K	1%	23
2023 Q3	$2.94M	Buy	60,112 +807	+1%	+$40K	0.99%	24
2023 Q2	$2.9M	Buy	59,305 +557	+0.9%	+$27.4K	0.94%	24
2023 Q1	$2.85M	Buy	+58,748	New	+$2.84M	0.97%	26

Other funds holding EFV

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

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

SWP

Sagespring Wealth Partners Franklin, Tennessee $6.51B AUM 23.96% 1-Year Est. Return

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

Noble Family Wealth's EFV Position: Q2 2026 in Review

Noble Family Wealth increased its iShares MSCI EAFE Value ETF (EFV) stake by 7.4% in Q2 2026, buying an estimated $490K and bringing the position to 91,785 shares worth $7.03M. The position accounts for 1.26% of the portfolio, ranked #20.

Noble Family Wealth first reported a position in EFV in Q1 2023 and has held it in 14 quarters since. 689 funds tracked by Wall St. Rank hold EFV as of Q2 2026.

Noble Family Wealth held 91,785 shares of iShares MSCI EAFE Value ETF worth $7.03M as of Q2 2026.
Noble Family Wealth bought 6,332 iShares MSCI EAFE Value ETF shares in Q2 2026, an estimated $490K.
iShares MSCI EAFE Value ETF made up 1.26% of Noble Family Wealth's portfolio in Q2 2026, its #20 holding.
Noble Family Wealth first reported a position in iShares MSCI EAFE Value ETF in Q1 2023 and has held it in 14 quarters since.
689 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q2 2026.

Based on Noble Family Wealth's 13F filing for Q2 2026, filed 4 Aug 2026.