OPWM
EFV icon

Oregon Pacific Wealth Management’s iShares MSCI EAFE Value ETF EFV Stock Holding History

Oregon Pacific Wealth Management’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
-3,236
Closed -$241K – 117
2026
Q1 		$241K Sell
3,236
-1,407
-30% -$106K 0.25% 91
2025
Q4 		$332K Buy
4,643
+52
+1% +$3.61K 0.34% 77
2025
Q3 		$311K Buy
4,591
+58
+1% +$3.82K 0.27% 93
2025
Q2 		$288K Buy
+4,533
New +$277K 0.27% 99

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

Oregon Pacific Wealth Management's EFV Position: Q2 2026 in Review

Oregon Pacific Wealth Management sold out of iShares MSCI EAFE Value ETF (EFV) in Q2 2026, closing a stake of 3,236 shares — an estimated $241K sold.

Oregon Pacific Wealth Management first reported a position in EFV in Q2 2025 and held it in 4 quarters. The position peaked at $332K in Q4 2025. 1,249 funds tracked by Wall St. Rank hold EFV as of Q2 2026.

  • Oregon Pacific Wealth Management reported no remaining iShares MSCI EAFE Value ETF position as of Q2 2026 after selling out during the quarter.
  • Oregon Pacific Wealth Management sold 3,236 iShares MSCI EAFE Value ETF shares in Q2 2026, an estimated $241K.
  • Oregon Pacific Wealth Management first reported a position in iShares MSCI EAFE Value ETF in Q2 2025 and held it in 4 quarters.
  • Oregon Pacific Wealth Management's iShares MSCI EAFE Value ETF position peaked at $332K in Q4 2025.
  • 1,249 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q2 2026.

Based on Oregon Pacific Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.