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

PUREfi Wealth’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 		$1.15M Sell
14,986
-1,575
-10% -$122K 0.63% 41
2026
Q1 		$1.23M Buy
16,561
+4,791
+41% +$360K 0.81% 29
2025
Q4 		$840K Sell
11,770
-1,457
-11% -$101K 0.64% 39
2025
Q3 		$897K Sell
13,227
-1,483
-10% -$97.7K 0.69% 43
2025
Q2 		$934K Buy
14,710
+5,331
+57% +$326K 0.75% 31
2025
Q1 		$553K Sell
9,379
-416
-4% -$23.5K 0.55% 48
2024
Q4 		$514K Buy
+9,795
New +$536K 0.5% 50

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

PUREfi Wealth's EFV Position: Q2 2026 in Review

PUREfi Wealth reduced its iShares MSCI EAFE Value ETF (EFV) stake by 9.5% in Q2 2026, selling an estimated $122K and leaving 14,986 shares worth $1.15M. The position accounts for 0.63% of the portfolio, ranked #41.

PUREfi Wealth first reported a position in EFV in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.23M in Q1 2026. 1,249 funds tracked by Wall St. Rank hold EFV as of Q2 2026.

  • PUREfi Wealth held 14,986 shares of iShares MSCI EAFE Value ETF worth $1.15M as of Q2 2026.
  • PUREfi Wealth sold 1,575 iShares MSCI EAFE Value ETF shares in Q2 2026, an estimated $122K.
  • iShares MSCI EAFE Value ETF made up 0.63% of PUREfi Wealth's portfolio in Q2 2026, its #41 holding.
  • PUREfi Wealth first reported a position in iShares MSCI EAFE Value ETF in Q4 2024 and has held it in 7 quarters since.
  • PUREfi Wealth's iShares MSCI EAFE Value ETF position peaked at $1.23M in Q1 2026.
  • 1,249 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q2 2026.

Based on PUREfi Wealth's 13F filing for Q2 2026, filed 27 Jul 2026.