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

ORG 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 		$925K Buy
12,083
+1,125
+10% +$87.1K 0.14% 83
2026
Q1 		$815K Buy
10,958
+3,326
+44% +$250K 0.16% 85
2025
Q4 		$545K Sell
7,632
-66
-0.9% -$4.59K 0.13% 115
2025
Q3 		$522K Buy
7,698
+783
+11% +$51.6K 0.11% 122
2025
Q2 		$440K Sell
6,915
-225
-3% -$13.8K 0.11% 128
2025
Q1 		$421K Buy
7,140
+82
+1% +$4.64K 0.13% 133
2024
Q4 		$370K Buy
7,058
+1,795
+34% +$98.3K 0.11% 86
2024
Q3 		$303K Buy
+5,263
New +$291K 0.1% 93

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

ORG Wealth Partners's EFV Position: Q2 2026 in Review

ORG Wealth Partners increased its iShares MSCI EAFE Value ETF (EFV) stake by 10% in Q2 2026, buying an estimated $87.1K and bringing the position to 12,083 shares worth $925K. The position accounts for 0.14% of the portfolio, ranked #83.

ORG Wealth Partners first reported a position in EFV in Q3 2024 and has held it in 8 quarters since. 1,246 funds tracked by Wall St. Rank hold EFV as of Q2 2026.

  • ORG Wealth Partners held 12,083 shares of iShares MSCI EAFE Value ETF worth $925K as of Q2 2026.
  • ORG Wealth Partners bought 1,125 iShares MSCI EAFE Value ETF shares in Q2 2026, an estimated $87.1K.
  • iShares MSCI EAFE Value ETF made up 0.14% of ORG Wealth Partners's portfolio in Q2 2026, its #83 holding.
  • ORG Wealth Partners first reported a position in iShares MSCI EAFE Value ETF in Q3 2024 and has held it in 8 quarters since.
  • 1,246 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q2 2026.

Based on ORG Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.