Opinicus Capital’s iShares MSCI EAFE Value ETF EFV Stock Holding History

Opinicus Capital’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	$966K	Buy	12,614 +56	+0.4%	+$4.34K	0.52%	50
2026 Q1	$934K	Sell	12,558 -248	-2%	-$18.6K	0.66%	47
2025 Q4	$914K	Sell	12,806 -50	-0.4%	-$3.47K	0.64%	48
2025 Q3	$872K	Sell	12,856 -223	-2%	-$14.7K	0.6%	51
2025 Q2	$830K	Sell	13,079 -69	-0.5%	-$4.22K	0.63%	50
2025 Q1	$775K	Sell	13,148 -844	-6%	-$47.7K	0.69%	46
2024 Q4	$734K	Buy	13,992 +47	+0.3%	+$2.57K	0.62%	51
2024 Q3	$802K	Sell	13,945 -154	-1%	-$8.5K	0.64%	49
2024 Q2	$748K	Buy	14,099 +402	+3%	+$21.9K	0.63%	46
2024 Q1	$745K	Sell	13,697 -2,375	-15%	-$124K	0.66%	48
2023 Q4	$837K	Buy	+16,072	New	+$795K	0.85%	41

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

Opinicus Capital's EFV Position: Q2 2026 in Review

Opinicus Capital increased its iShares MSCI EAFE Value ETF (EFV) stake by 0.45% in Q2 2026, buying an estimated $4.34K and bringing the position to 12,614 shares worth $966K. The position accounts for 0.52% of the portfolio, ranked #50.

Opinicus Capital first reported a position in EFV in Q4 2023 and has held it in 11 quarters since. 576 funds tracked by Wall St. Rank hold EFV as of Q2 2026.

Opinicus Capital held 12,614 shares of iShares MSCI EAFE Value ETF worth $966K as of Q2 2026.
Opinicus Capital bought 56 iShares MSCI EAFE Value ETF shares in Q2 2026, an estimated $4.34K.
iShares MSCI EAFE Value ETF made up 0.52% of Opinicus Capital's portfolio in Q2 2026, its #50 holding.
Opinicus Capital first reported a position in iShares MSCI EAFE Value ETF in Q4 2023 and has held it in 11 quarters since.
576 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q2 2026.

Based on Opinicus Capital's 13F filing for Q2 2026, filed 27 Jul 2026.