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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
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 $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

PUREfi Wealth's EFV Position: Q1 2026 in Review

PUREfi Wealth increased its iShares MSCI EAFE Value ETF (EFV) stake by 41% in Q1 2026, buying an estimated $360K and bringing the position to 16,561 shares worth $1.23M. The position accounts for 0.81% of the portfolio, ranked #29.

PUREfi Wealth first reported a position in EFV in Q4 2024 and has held it in 6 quarters since. 1,254 funds tracked by Wall St. Rank hold EFV as of Q1 2026.

  • PUREfi Wealth held 16,561 shares of iShares MSCI EAFE Value ETF worth $1.23M as of Q1 2026.
  • PUREfi Wealth bought 4,791 iShares MSCI EAFE Value ETF shares in Q1 2026, an estimated $360K.
  • iShares MSCI EAFE Value ETF made up 0.81% of PUREfi Wealth's portfolio in Q1 2026, its #29 holding.
  • PUREfi Wealth first reported a position in iShares MSCI EAFE Value ETF in Q4 2024 and has held it in 6 quarters since.
  • 1,254 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q1 2026.

Based on PUREfi Wealth's 13F filing for Q1 2026, filed 28 Apr 2026.