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Prosperity Capital Advisors’s iShares MSCI EAFE Value ETF EFV Stock Holding History

Prosperity Capital 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 		$1.97M Sell
25,679
-20,711
-45% -$1.6M 0.1% 131
2026
Q1 		$3.45M Sell
46,390
-9,658
-17% -$726K 0.2% 87
2025
Q4 		$4M Buy
56,048
+11,343
+25% +$788K 0.24% 81
2025
Q3 		$3.03M Buy
44,705
+938
+2% +$61.8K 0.18% 95
2025
Q2 		$2.78M Buy
43,767
+21,701
+98% +$1.33M 0.18% 100
2025
Q1 		$1.3M Sell
22,066
-4,097
-16% -$232K 0.1% 135
2024
Q4 		$1.37M Buy
26,163
+2,917
+13% +$160K 0.11% 132
2024
Q3 		$1.34M Buy
23,246
+12,265
+112% +$677K 0.11% 129
2024
Q2 		$582K Sell
10,981
-2,156
-16% -$117K 0.06% 178
2024
Q1 		$715K Sell
13,137
-15,534
-54% -$811K 0.08% 176
2023
Q4 		$1.49M Sell
28,671
-3,915
-12% -$194K 0.16% 72
2023
Q3 		$1.59M Buy
32,586
+10,967
+51% +$543K 0.21% 65
2023
Q2 		$1.06M Buy
21,619
+4,453
+26% +$219K 0.15% 85
2023
Q1 		$833K Buy
17,166
+9,463
+123% +$458K 0.13% 86
2022
Q4 		$353K Buy
+7,703
New +$334K 0.11% 127

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

Prosperity Capital Advisors's EFV Position: Q2 2026 in Review

Prosperity Capital Advisors reduced its iShares MSCI EAFE Value ETF (EFV) stake by 45% in Q2 2026, selling an estimated $1.6M and leaving 25,679 shares worth $1.97M. The position accounts for 0.1% of the portfolio, ranked #131.

Prosperity Capital Advisors first reported a position in EFV in Q4 2022 and has held it in 15 quarters since. The position peaked at $4M in Q4 2025. 311 funds tracked by Wall St. Rank hold EFV as of Q2 2026.

  • Prosperity Capital Advisors held 25,679 shares of iShares MSCI EAFE Value ETF worth $1.97M as of Q2 2026.
  • Prosperity Capital Advisors sold 20,711 iShares MSCI EAFE Value ETF shares in Q2 2026, an estimated $1.6M.
  • iShares MSCI EAFE Value ETF made up 0.1% of Prosperity Capital Advisors's portfolio in Q2 2026, its #131 holding.
  • Prosperity Capital Advisors first reported a position in iShares MSCI EAFE Value ETF in Q4 2022 and has held it in 15 quarters since.
  • Prosperity Capital Advisors's iShares MSCI EAFE Value ETF position peaked at $4M in Q4 2025.
  • 311 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q2 2026.

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