Paladin Advisory Group’s iShares MSCI EAFE Value ETF EFV Stock Holding History

Paladin Advisory Group’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	$301K	Hold	3,928	–	–	0.2%	67
2026 Q1	$292K	Hold	3,928	–	–	0.22%	63
2025 Q4	$280K	Buy	3,928 +3,750	+2,107%	+$261K	0.2%	66
2025 Q3	$12.1K	Hold	178	–	–	0.01%	195
2025 Q2	$11.3K	Hold	178	–	–	0.01%	192
2025 Q1	$10.5K	Hold	178	–	–	0.01%	196
2024 Q4	$9.34K	Hold	178	–	–	0.01%	204
2024 Q3	$10.2K	Hold	178	–	–	0.01%	200
2024 Q2	$9.49K	Buy	+178	New	+$9.68K	0.01%	193

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

Paladin Advisory Group's EFV Position: Q2 2026 in Review

Paladin Advisory Group held its iShares MSCI EAFE Value ETF (EFV) position steady in Q2 2026 at 3,928 shares worth $301K. The position accounts for 0.2% of the portfolio, ranked #67.

Paladin Advisory Group first reported a position in EFV in Q2 2024 and has held it in 9 quarters since. 581 funds tracked by Wall St. Rank hold EFV as of Q2 2026.

Paladin Advisory Group held 3,928 shares of iShares MSCI EAFE Value ETF worth $301K as of Q2 2026.
Paladin Advisory Group left its iShares MSCI EAFE Value ETF share count unchanged in Q2 2026.
iShares MSCI EAFE Value ETF made up 0.2% of Paladin Advisory Group's portfolio in Q2 2026, its #67 holding.
Paladin Advisory Group first reported a position in iShares MSCI EAFE Value ETF in Q2 2024 and has held it in 9 quarters since.
581 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q2 2026.

Based on Paladin Advisory Group's 13F filing for Q2 2026, filed 28 Jul 2026.