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One Wealth Management Investment & Advisory Services’s iShares MSCI EAFE Value ETF EFV Stock Holding History

One Wealth Management Investment & Advisory Services’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
-2,848
Closed -$212K – 56
2026
Q1 		$212K Sell
2,848
-42
-1% -$3.16K 0.26% 49
2025
Q4 		$206K Sell
2,890
-272
-9% -$18.9K 0.23% 47
2025
Q3 		$214K Buy
+3,162
New +$208K 0.25% 46
2024
Q4 		– Sell
-3,633
Closed -$209K – 48
2024
Q3 		$209K Sell
3,633
-57,729
-94% -$3.19M 0.37% 40
2024
Q2 		$3.25M Sell
61,362
-34,856
-36% -$1.89M 1.3% 18
2024
Q1 		$5.23M Sell
96,218
-17,735
-16% -$926K 2.14% 9
2023
Q4 		$5.94M Buy
+113,953
New +$5.64M 2.65% 6

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
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
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
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
FSWA
Financial Synergies Wealth Advisors Houston, Texas $1.18B AUM 31.41% 1-Year Est. Return

One Wealth Management Investment & Advisory Services's EFV Position: Q2 2026 in Review

One Wealth Management Investment & Advisory Services sold out of iShares MSCI EAFE Value ETF (EFV) in Q2 2026, closing a stake of 2,848 shares — an estimated $212K sold.

One Wealth Management Investment & Advisory Services first reported a position in EFV in Q4 2023 and held it in 7 quarters. The position peaked at $5.94M in Q4 2023. 474 funds tracked by Wall St. Rank hold EFV as of Q2 2026.

  • One Wealth Management Investment & Advisory Services reported no remaining iShares MSCI EAFE Value ETF position as of Q2 2026 after selling out during the quarter.
  • One Wealth Management Investment & Advisory Services sold 2,848 iShares MSCI EAFE Value ETF shares in Q2 2026, an estimated $212K.
  • One Wealth Management Investment & Advisory Services first reported a position in iShares MSCI EAFE Value ETF in Q4 2023 and held it in 7 quarters.
  • One Wealth Management Investment & Advisory Services's iShares MSCI EAFE Value ETF position peaked at $5.94M in Q4 2023.
  • 474 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q2 2026.

Based on One Wealth Management Investment & Advisory Services's 13F filing for Q2 2026, filed 13 Jul 2026.