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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
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Jones Financial Companies
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
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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. 1,251 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.
  • 1,251 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.