Quest 10 Wealth Builders’s iShares MSCI EAFE Value ETF EFV Stock Holding History

Quest 10 Wealth Builders’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	$1.35M	Buy	17,626 +1,517	+9%	+$117K	1.05%	24
2026 Q1	$1.2M	Buy	16,109 +27	+0.2%	+$2.03K	1.05%	25
2025 Q4	$1.15M	Buy	16,082 +20	+0.1%	+$1.39K	1.03%	23
2025 Q3	$1.09M	Buy	16,062 +1,086	+7%	+$71.5K	1%	23
2025 Q2	$951K	Sell	14,976 -1,401	-9%	-$85.7K	0.93%	28
2025 Q1	$965K	Buy	16,377 +1,421	+10%	+$80.4K	1.03%	25
2024 Q4	$785K	Buy	+14,956	New	+$819K	0.78%	34

Other funds holding EFV

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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 Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Quest 10 Wealth Builders's EFV Position: Q2 2026 in Review

Quest 10 Wealth Builders increased its iShares MSCI EAFE Value ETF (EFV) stake by 9.4% in Q2 2026, buying an estimated $117K and bringing the position to 17,626 shares worth $1.35M. The position accounts for 1.05% of the portfolio, ranked #24.

Quest 10 Wealth Builders first reported a position in EFV in Q4 2024 and has held it in 7 quarters since. 1,249 funds tracked by Wall St. Rank hold EFV as of Q2 2026.

Quest 10 Wealth Builders held 17,626 shares of iShares MSCI EAFE Value ETF worth $1.35M as of Q2 2026.
Quest 10 Wealth Builders bought 1,517 iShares MSCI EAFE Value ETF shares in Q2 2026, an estimated $117K.
iShares MSCI EAFE Value ETF made up 1.05% of Quest 10 Wealth Builders's portfolio in Q2 2026, its #24 holding.
Quest 10 Wealth Builders first reported a position in iShares MSCI EAFE Value ETF in Q4 2024 and has held it in 7 quarters since.
1,249 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q2 2026.

Based on Quest 10 Wealth Builders's 13F filing for Q2 2026, filed 24 Jul 2026.