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Princeton Global Asset Management’s iShares MSCI EAFE Value ETF EFV Stock Holding History

Princeton Global Asset Management’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 		$79K Sell
1,032
-28
-3% -$2.17K 0.01% 318
2026
Q1 		$78.8K Sell
1,060
-29
-3% -$2.18K 0.01% 305
2025
Q4 		$77.8K Hold
1,089
– – 0.01% 300
2025
Q3 		$73.9K Hold
1,089
– – 0.01% 279
2025
Q2 		$69.1K Hold
1,089
– – 0.01% 277
2025
Q1 		$64.2K Hold
1,089
– – 0.01% 269
2024
Q4 		$57.1K Hold
1,089
– – 0.01% 297
2024
Q3 		$62.6K Buy
1,089
+91
+9% +$5.03K 0.01% 290
2024
Q2 		$52.9K Buy
998
+912
+1,060% +$49.6K 0.01% 284
2024
Q1 		$4.68K Buy
+86
New +$4.49K ﹤0.01% 493

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
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
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

Princeton Global Asset Management's EFV Position: Q2 2026 in Review

Princeton Global Asset Management reduced its iShares MSCI EAFE Value ETF (EFV) stake by 2.6% in Q2 2026, selling an estimated $2.17K and leaving 1,032 shares worth $79K. The position accounts for 0.01% of the portfolio, ranked #318.

Princeton Global Asset Management first reported a position in EFV in Q1 2024 and has held it in 10 quarters since. 382 funds tracked by Wall St. Rank hold EFV as of Q2 2026.

  • Princeton Global Asset Management held 1,032 shares of iShares MSCI EAFE Value ETF worth $79K as of Q2 2026.
  • Princeton Global Asset Management sold 28 iShares MSCI EAFE Value ETF shares in Q2 2026, an estimated $2.17K.
  • iShares MSCI EAFE Value ETF made up 0.01% of Princeton Global Asset Management's portfolio in Q2 2026, its #318 holding.
  • Princeton Global Asset Management first reported a position in iShares MSCI EAFE Value ETF in Q1 2024 and has held it in 10 quarters since.
  • 382 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q2 2026.

Based on Princeton Global Asset Management's 13F filing for Q2 2026, filed 16 Jul 2026.