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Portside Wealth Group’s iShares MSCI EAFE Value ETF EFV Stock Holding History

Portside Wealth 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 		$1.84M Buy
24,077
+2,817
+13% +$218K 0.21% 107
2026
Q1 		$1.58M Buy
21,260
+4,396
+26% +$330K 0.21% 114
2025
Q4 		$1.2M Buy
16,864
+5,526
+49% +$384K 0.16% 142
2025
Q3 		$769K Buy
11,338
+3,621
+47% +$239K 0.11% 202
2025
Q2 		$490K Buy
7,717
+936
+14% +$57.3K 0.07% 252
2025
Q1 		$400K Buy
6,781
+301
+5% +$17K 0.07% 267
2024
Q4 		$340K Buy
6,480
+1,078
+20% +$59K 0.06% 296
2024
Q3 		$311K Buy
5,402
+613
+13% +$33.9K 0.05% 301
2024
Q2 		$254K Sell
4,789
-878
-15% -$47.7K 0.05% 297
2024
Q1 		$308K Sell
5,667
-732
-11% -$38.2K 0.06% 271
2023
Q4 		$333K Sell
6,399
-1,004
-14% -$49.7K 0.06% 251
2023
Q3 		$364K Sell
7,403
-272
-4% -$13.5K 0.07% 231
2023
Q2 		$376K Buy
+7,675
New +$378K 0.07% 227

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
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
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
FSWA
Financial Synergies Wealth Advisors Houston, Texas $1.18B AUM 31.41% 1-Year Est. Return
BAM
Brave Asset Management Summit, New Jersey $467M AUM 33.05% 1-Year Est. Return
CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return

Portside Wealth Group's EFV Position: Q2 2026 in Review

Portside Wealth Group increased its iShares MSCI EAFE Value ETF (EFV) stake by 13% in Q2 2026, buying an estimated $218K and bringing the position to 24,077 shares worth $1.84M. The position accounts for 0.21% of the portfolio, ranked #107.

Portside Wealth Group first reported a position in EFV in Q2 2023 and has held it in 13 quarters since. 275 funds tracked by Wall St. Rank hold EFV as of Q2 2026.

  • Portside Wealth Group held 24,077 shares of iShares MSCI EAFE Value ETF worth $1.84M as of Q2 2026.
  • Portside Wealth Group bought 2,817 iShares MSCI EAFE Value ETF shares in Q2 2026, an estimated $218K.
  • iShares MSCI EAFE Value ETF made up 0.21% of Portside Wealth Group's portfolio in Q2 2026, its #107 holding.
  • Portside Wealth Group first reported a position in iShares MSCI EAFE Value ETF in Q2 2023 and has held it in 13 quarters since.
  • 275 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q2 2026.

Based on Portside Wealth Group's 13F filing for Q2 2026, filed 14 Jul 2026.