Novus Advisors’s iShares MSCI EAFE Value ETF EFV Stock Holding History

Novus Advisors’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	$453K	Sell	5,923 -1,433	-19%	-$111K	0.95%	32
2026 Q1	$547K	Buy	7,356 +408	+6%	+$30.7K	1.22%	27
2025 Q4	$496K	Buy	6,948 +144	+2%	+$10K	1.11%	26
2025 Q3	$462K	Buy	6,804 +329	+5%	+$21.7K	1.06%	27
2025 Q2	$411K	Sell	6,475 -509	-7%	-$31.1K	0.63%	45
2025 Q1	$412K	Buy	6,984 +15	+0.2%	+$849	0.42%	66
2024 Q4	$366K	Buy	+6,969	New	+$382K	0.36%	73

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 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 Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Novus Advisors's EFV Position: Q2 2026 in Review

Novus Advisors reduced its iShares MSCI EAFE Value ETF (EFV) stake by 19% in Q2 2026, selling an estimated $111K and leaving 5,923 shares worth $453K. The position accounts for 0.95% of the portfolio, ranked #32.

Novus Advisors first reported a position in EFV in Q4 2024 and has held it in 7 quarters since. The position peaked at $547K in Q1 2026. 615 funds tracked by Wall St. Rank hold EFV as of Q2 2026.

Novus Advisors held 5,923 shares of iShares MSCI EAFE Value ETF worth $453K as of Q2 2026.
Novus Advisors sold 1,433 iShares MSCI EAFE Value ETF shares in Q2 2026, an estimated $111K.
iShares MSCI EAFE Value ETF made up 0.95% of Novus Advisors's portfolio in Q2 2026, its #32 holding.
Novus Advisors first reported a position in iShares MSCI EAFE Value ETF in Q4 2024 and has held it in 7 quarters since.
Novus Advisors's iShares MSCI EAFE Value ETF position peaked at $547K in Q1 2026.
615 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q2 2026.

Based on Novus Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.