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

Quotient Wealth Partners’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	$796K	Buy	10,709 +1,664	+18%	+$125K	0.02%	138
2025 Q4	$646K	Sell	9,045 -3,941	-30%	-$274K	0.02%	158
2025 Q3	$881K	Sell	12,986 -424	-3%	-$27.9K	0.02%	126
2025 Q2	$851K	Buy	13,410 +945	+8%	+$57.8K	0.03%	129
2025 Q1	$735K	Sell	12,465 -1,956	-14%	-$111K	0.02%	137
2024 Q4	$757K	Sell	14,421 -2,846	-16%	-$156K	0.02%	132
2024 Q3	$993K	Sell	17,267 -1,480	-8%	-$81.7K	0.03%	111
2024 Q2	$994K	Sell	18,747 -23,879	-56%	-$1.3M	0.03%	105
2024 Q1	$2.32M	Sell	42,626 -44,838	-51%	-$2.34M	0.08%	67
2023 Q4	$4.56M	Buy	+87,464	New	+$4.33M	0.18%	57

Other funds holding EFV

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

PAS

Park Avenue Securities New York $12.8B AUM 19.38% 1-Year Est. Return

Quotient Wealth Partners's EFV Position: Q1 2026 in Review

Quotient Wealth Partners increased its iShares MSCI EAFE Value ETF (EFV) stake by 18% in Q1 2026, buying an estimated $125K and bringing the position to 10,709 shares worth $796K. The position accounts for 0.02% of the portfolio, ranked #138.

Quotient Wealth Partners first reported a position in EFV in Q4 2023 and has held it in 10 quarters since. The position peaked at $4.56M in Q4 2023. 1,254 funds tracked by Wall St. Rank hold EFV as of Q1 2026.

Quotient Wealth Partners held 10,709 shares of iShares MSCI EAFE Value ETF worth $796K as of Q1 2026.
Quotient Wealth Partners bought 1,664 iShares MSCI EAFE Value ETF shares in Q1 2026, an estimated $125K.
iShares MSCI EAFE Value ETF made up 0.02% of Quotient Wealth Partners's portfolio in Q1 2026, its #138 holding.
Quotient Wealth Partners first reported a position in iShares MSCI EAFE Value ETF in Q4 2023 and has held it in 10 quarters since.
Quotient Wealth Partners's iShares MSCI EAFE Value ETF position peaked at $4.56M in Q4 2023.
1,254 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q1 2026.

Based on Quotient Wealth Partners's 13F filing for Q1 2026, filed 16 Apr 2026.