Powerhouse Assets’s iShares MSCI EAFE Value ETF EFV Stock Holding History

Powerhouse Assets’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	$1.43M	Buy	18,648 +50	+0.3%	+$3.87K	1.16%	15
2026 Q1	$1.38M	Hold	18,598	–	–	1.2%	15
2025 Q4	$1.33M	Buy	+18,598	New	+$1.29M	1.17%	15

Other funds holding EFV

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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 Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Powerhouse Assets's EFV Position: Q2 2026 in Review

Powerhouse Assets increased its iShares MSCI EAFE Value ETF (EFV) stake by 0.27% in Q2 2026, buying an estimated $3.87K and bringing the position to 18,648 shares worth $1.43M. The position accounts for 1.16% of the portfolio, ranked #15.

Powerhouse Assets first reported a position in EFV in Q4 2025 and has held it in 3 quarters since. 1,242 funds tracked by Wall St. Rank hold EFV as of Q2 2026.

Powerhouse Assets held 18,648 shares of iShares MSCI EAFE Value ETF worth $1.43M as of Q2 2026.
Powerhouse Assets bought 50 iShares MSCI EAFE Value ETF shares in Q2 2026, an estimated $3.87K.
iShares MSCI EAFE Value ETF made up 1.16% of Powerhouse Assets's portfolio in Q2 2026, its #15 holding.
Powerhouse Assets first reported a position in iShares MSCI EAFE Value ETF in Q4 2025 and has held it in 3 quarters since.
1,242 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q2 2026.

Based on Powerhouse Assets's 13F filing for Q2 2026, filed 23 Jul 2026.