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Prosperity Consulting Group’s iShares MSCI EAFE Value ETF EFV Stock Holding History

Prosperity Consulting 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 		$47.9M Buy
626,287
+46,784
+8% +$3.62M 1.81% 10
2026
Q1 		$43.1M Buy
579,503
+11,139
+2% +$837K 1.92% 11
2025
Q4 		$40.6M Buy
568,364
+87,263
+18% +$6.06M 1.83% 9
2025
Q3 		$32.6M Buy
481,101
+270,114
+128% +$17.8M 1.61% 14
2025
Q2 		$13.4M Buy
210,987
+8,501
+4% +$520K 0.98% 21
2025
Q1 		$11.9M Buy
202,486
+16,526
+9% +$935K 0.92% 21
2024
Q4 		$9.76M Buy
185,960
+4,119
+2% +$226K 0.73% 30
2024
Q3 		$10.5M Buy
181,841
+12,909
+8% +$713K 0.82% 20
2024
Q2 		$8.96M Sell
168,932
-1,494
-0.9% -$81.2K 1.22% 14
2024
Q1 		$9.27M Buy
170,426
+128,814
+310% +$6.72M 1.16% 15
2023
Q4 		$2.17M Buy
41,612
+23,511
+130% +$1.16M 0.73% 31
2023
Q3 		$886K Buy
+18,101
New +$897K 0.41% 58

Other funds holding EFV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Jones Financial Companies
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
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Prosperity Consulting Group's EFV Position: Q2 2026 in Review

Prosperity Consulting Group increased its iShares MSCI EAFE Value ETF (EFV) stake by 8.1% in Q2 2026, buying an estimated $3.62M and bringing the position to 626,287 shares worth $47.9M. The position accounts for 1.81% of the portfolio, ranked #10.

Prosperity Consulting Group first reported a position in EFV in Q3 2023 and has held it in 12 quarters since. 1,245 funds tracked by Wall St. Rank hold EFV as of Q2 2026.

  • Prosperity Consulting Group held 626,287 shares of iShares MSCI EAFE Value ETF worth $47.9M as of Q2 2026.
  • Prosperity Consulting Group bought 46,784 iShares MSCI EAFE Value ETF shares in Q2 2026, an estimated $3.62M.
  • iShares MSCI EAFE Value ETF made up 1.81% of Prosperity Consulting Group's portfolio in Q2 2026, its #10 holding.
  • Prosperity Consulting Group first reported a position in iShares MSCI EAFE Value ETF in Q3 2023 and has held it in 12 quarters since.
  • 1,245 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q2 2026.

Based on Prosperity Consulting Group's 13F filing for Q2 2026, filed 13 Aug 2026.