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Pension & Wealth Management Advisors’s iShares MSCI EAFE Value ETF EFV Stock Holding History

Pension & Wealth Management 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 		$53.6K Buy
700
+8
+1% +$619 0.01% 313
2026
Q1 		$51.5K Hold
692
– – 0.02% 295
2025
Q4 		$49.5K Buy
692
+15
+2% +$1.04K 0.01% 302
2025
Q3 		$45.9K Buy
677
+292
+76% +$19.2K 0.01% 281
2025
Q2 		$24.5K Buy
+385
New +$23.6K 0.01% 319

Other funds holding EFV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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
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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
AOI
Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return

Pension & Wealth Management Advisors's EFV Position: Q2 2026 in Review

Pension & Wealth Management Advisors increased its iShares MSCI EAFE Value ETF (EFV) stake by 1.2% in Q2 2026, buying an estimated $619 and bringing the position to 700 shares worth $53.6K. The position accounts for 0.01% of the portfolio, ranked #313.

Pension & Wealth Management Advisors first reported a position in EFV in Q2 2025 and has held it in 5 quarters since. 1,205 funds tracked by Wall St. Rank hold EFV as of Q2 2026.

  • Pension & Wealth Management Advisors held 700 shares of iShares MSCI EAFE Value ETF worth $53.6K as of Q2 2026.
  • Pension & Wealth Management Advisors bought 8 iShares MSCI EAFE Value ETF shares in Q2 2026, an estimated $619.
  • iShares MSCI EAFE Value ETF made up 0.01% of Pension & Wealth Management Advisors's portfolio in Q2 2026, its #313 holding.
  • Pension & Wealth Management Advisors first reported a position in iShares MSCI EAFE Value ETF in Q2 2025 and has held it in 5 quarters since.
  • 1,205 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q2 2026.

Based on Pension & Wealth Management Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.