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

Physician 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	$657K	Sell	8,583 -144,106	-94%	-$11.2M	0.08%	100
2026 Q1	$11.4M	Sell	152,689 -116,685	-43%	-$8.77M	1.58%	18
2025 Q4	$19.2M	Sell	269,374 -15,500	-5%	-$1.08M	2.68%	9
2025 Q3	$19.3M	Sell	284,874 -99,191	-26%	-$6.53M	2.75%	10
2025 Q2	$24.4M	Buy	384,065 +137,106	+56%	+$8.39M	3.83%	5
2025 Q1	$14.6M	Sell	246,959 -66,281	-21%	-$3.75M	2.51%	11
2024 Q4	$16.4M	Buy	313,240 +26,865	+9%	+$1.47M	2.78%	10
2024 Q3	$16.1M	Buy	286,375 +182,387	+175%	+$10.1M	2.9%	9
2024 Q2	$5.73M	Sell	103,988 -61,134	-37%	-$3.32M	1.06%	24
2024 Q1	$8.64M	Sell	165,122 -61,433	-27%	-$3.21M	1.82%	14
2023 Q4	$11.6M	Sell	226,555 -13,570	-6%	-$672K	2.59%	9
2023 Q3	$11.6M	Buy	240,125 +71,999	+43%	+$3.57M	2.98%	8
2023 Q2	$8.26M	Buy	168,126 +3,598	+2%	+$177K	2.05%	13
2023 Q1	$8.24M	Sell	164,528 -39,167	-19%	-$1.9M	2.16%	13
2022 Q4	$10M	Buy	203,695 +24,540	+14%	+$1.07M	2.71%	9
2022 Q3	$7.25M	Buy	179,155 +4,010	+2%	+$171K	2.23%	10
2022 Q2	$7.77M	Sell	175,145 -34,265	-16%	-$1.63M	2.25%	10
2022 Q1	$10.2M	Sell	209,410 -15,655	-7%	-$796K	2.72%	7
2021 Q4	$11.7M	Buy	225,065 +23,442	+12%	+$1.2M	3.07%	7
2021 Q3	$10.5M	Buy	201,623 +15,987	+9%	+$828K	2.9%	7
2021 Q2	$9.49M	Buy	185,636 +45,157	+32%	+$2.39M	2.72%	7
2021 Q1	$7.33M	Buy	140,479 +38,368	+38%	+$1.91M	2.38%	8
2020 Q4	$5.07M	Buy	+102,111	New	+$4.5M	1.73%	15

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

Physician Wealth Advisors's EFV Position: Q2 2026 in Review

Physician Wealth Advisors reduced its iShares MSCI EAFE Value ETF (EFV) stake by 94% in Q2 2026, selling an estimated $11.2M and leaving 8,583 shares worth $657K. The position accounts for 0.08% of the portfolio, ranked #100.

Physician Wealth Advisors first reported a position in EFV in Q4 2020 and has held it in 23 quarters since. The position peaked at $24.4M in Q2 2025. 615 funds tracked by Wall St. Rank hold EFV as of Q2 2026.

Physician Wealth Advisors held 8,583 shares of iShares MSCI EAFE Value ETF worth $657K as of Q2 2026.
Physician Wealth Advisors sold 144,106 iShares MSCI EAFE Value ETF shares in Q2 2026, an estimated $11.2M.
iShares MSCI EAFE Value ETF made up 0.08% of Physician Wealth Advisors's portfolio in Q2 2026, its #100 holding.
Physician Wealth Advisors first reported a position in iShares MSCI EAFE Value ETF in Q4 2020 and has held it in 23 quarters since.
Physician Wealth Advisors's iShares MSCI EAFE Value ETF position peaked at $24.4M in Q2 2025.
615 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.