PEWA
EFV icon

Pacific Excel Wealth Advisors’s iShares MSCI EAFE Value ETF EFV Stock Holding History

Pacific Excel Wealth Advisors’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
12,622
+6,518
+107% +$505K 0.37% 64
2026
Q1 		$454K Sell
6,104
-1,359
-18% -$102K 0.48% 72
2025
Q4 		$533K Buy
+7,463
New +$519K 1.01% 38

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

Pacific Excel Wealth Advisors's EFV Position: Q2 2026 in Review

Pacific Excel Wealth Advisors increased its iShares MSCI EAFE Value ETF (EFV) stake by 107% in Q2 2026, buying an estimated $505K and bringing the position to 12,622 shares worth $966K. The position accounts for 0.37% of the portfolio, ranked #64.

Pacific Excel Wealth Advisors first reported a position in EFV in Q4 2025 and has held it in 3 quarters since. 1,246 funds tracked by Wall St. Rank hold EFV as of Q2 2026.

  • Pacific Excel Wealth Advisors held 12,622 shares of iShares MSCI EAFE Value ETF worth $966K as of Q2 2026.
  • Pacific Excel Wealth Advisors bought 6,518 iShares MSCI EAFE Value ETF shares in Q2 2026, an estimated $505K.
  • iShares MSCI EAFE Value ETF made up 0.37% of Pacific Excel Wealth Advisors's portfolio in Q2 2026, its #64 holding.
  • Pacific Excel Wealth Advisors first reported a position in iShares MSCI EAFE Value ETF in Q4 2025 and has held it in 3 quarters since.
  • 1,246 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q2 2026.

Based on Pacific Excel Wealth Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.