Ogorek Anthony Joseph’s iShares MSCI EAFE Value ETF EFV Stock Holding History

Ogorek Anthony Joseph’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	$28K	Buy	371 +10	+3%	+$774	0.01%	246
2026 Q1	$26K	Sell	361 -151	-29%	-$11.3K	0.01%	240
2025 Q4	$36K	Buy	512 +12	+2%	+$834	0.01%	195
2025 Q3	$33K	Hold	500	–	–	0.01%	210
2025 Q2	$31K	Buy	500 +10	+2%	+$612	0.01%	204
2025 Q1	$28K	Buy	490 +144	+42%	+$8.15K	0.01%	224
2024 Q4	$18K	Buy	+346	New	+$18.9K	0.01%	189

Other funds holding EFV

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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 Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Ogorek Anthony Joseph's EFV Position: Q2 2026 in Review

Ogorek Anthony Joseph increased its iShares MSCI EAFE Value ETF (EFV) stake by 2.8% in Q2 2026, buying an estimated $774 and bringing the position to 371 shares worth $28K. The position accounts for 0.01% of the portfolio, ranked #246.

Ogorek Anthony Joseph first reported a position in EFV in Q4 2024 and has held it in 7 quarters since. The position peaked at $36K in Q4 2025. 1,245 funds tracked by Wall St. Rank hold EFV as of Q2 2026.

Ogorek Anthony Joseph held 371 shares of iShares MSCI EAFE Value ETF worth $28K as of Q2 2026.
Ogorek Anthony Joseph bought 10 iShares MSCI EAFE Value ETF shares in Q2 2026, an estimated $774.
iShares MSCI EAFE Value ETF made up 0.01% of Ogorek Anthony Joseph's portfolio in Q2 2026, its #246 holding.
Ogorek Anthony Joseph first reported a position in iShares MSCI EAFE Value ETF in Q4 2024 and has held it in 7 quarters since.
Ogorek Anthony Joseph's iShares MSCI EAFE Value ETF position peaked at $36K in Q4 2025.
1,245 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q2 2026.

Based on Ogorek Anthony Joseph's 13F filing for Q2 2026, filed 7 Aug 2026.