OHWP
EFV icon

Oak Harbor Wealth Partners’s iShares MSCI EAFE Value ETF EFV Stock Holding History

Oak Harbor Wealth Partners’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 		– Sell
-44
Closed -$3.27K – 247
2026
Q1 		$3.27K Hold
44
– – ﹤0.01% 265
2025
Q4 		$3.14K Hold
44
– – ﹤0.01% 267
2025
Q3 		$2.98K Hold
44
– – ﹤0.01% 243
2025
Q2 		$2.79K Buy
+44
New +$2.69K ﹤0.01% 236

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

Oak Harbor Wealth Partners's EFV Position: Q2 2026 in Review

Oak Harbor Wealth Partners sold out of iShares MSCI EAFE Value ETF (EFV) in Q2 2026, closing a stake of 44 shares — an estimated $3.27K sold.

Oak Harbor Wealth Partners first reported a position in EFV in Q2 2025 and held it in 4 quarters. The position peaked at $3.27K in Q1 2026. 1,245 funds tracked by Wall St. Rank hold EFV as of Q2 2026.

  • Oak Harbor Wealth Partners reported no remaining iShares MSCI EAFE Value ETF position as of Q2 2026 after selling out during the quarter.
  • Oak Harbor Wealth Partners sold 44 iShares MSCI EAFE Value ETF shares in Q2 2026, an estimated $3.27K.
  • Oak Harbor Wealth Partners first reported a position in iShares MSCI EAFE Value ETF in Q2 2025 and held it in 4 quarters.
  • Oak Harbor Wealth Partners's iShares MSCI EAFE Value ETF position peaked at $3.27K in Q1 2026.
  • 1,245 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q2 2026.

Based on Oak Harbor Wealth Partners's 13F filing for Q2 2026, filed 6 Aug 2026.