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Proactive Wealth Strategies’s iShares MSCI EAFE Value ETF EFV Stock Holding History

Proactive Wealth Strategies’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 		$212K Sell
2,768
-678
-20% -$52.5K 0.03% 212
2026
Q1 		$256K Buy
+3,446
New +$259K 0.05% 186

Other funds holding EFV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
OCA
OpenArc Corporate Advisory Atlanta, Georgia $8.41B AUM
TCIIS
TIAA-CREF Individual & Institutional Services New York $29.1B AUM

Proactive Wealth Strategies's EFV Position: Q2 2026 in Review

Proactive Wealth Strategies reduced its iShares MSCI EAFE Value ETF (EFV) stake by 20% in Q2 2026, selling an estimated $52.5K and leaving 2,768 shares worth $212K. The position accounts for 0.03% of the portfolio, ranked #212.

Proactive Wealth Strategies first reported a position in EFV in Q1 2026 and has held it in 2 quarters since. The position peaked at $256K in Q1 2026. 889 funds tracked by Wall St. Rank hold EFV as of Q2 2026.

  • Proactive Wealth Strategies held 2,768 shares of iShares MSCI EAFE Value ETF worth $212K as of Q2 2026.
  • Proactive Wealth Strategies sold 678 iShares MSCI EAFE Value ETF shares in Q2 2026, an estimated $52.5K.
  • iShares MSCI EAFE Value ETF made up 0.03% of Proactive Wealth Strategies's portfolio in Q2 2026, its #212 holding.
  • Proactive Wealth Strategies first reported a position in iShares MSCI EAFE Value ETF in Q1 2026 and has held it in 2 quarters since.
  • Proactive Wealth Strategies's iShares MSCI EAFE Value ETF position peaked at $256K in Q1 2026.
  • 889 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q2 2026.

Based on Proactive Wealth Strategies's 13F filing for Q2 2026, filed 10 Aug 2026.