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Rachor Investment Advisory Services’s iShares MSCI EAFE Value ETF EFV Stock Holding History

Rachor Investment Advisory Services’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 		$1.81K Buy
24
+1
+4% +$77 ﹤0.01% 164
2026
Q1 		$1.71K Buy
+23
New +$1.73K ﹤0.01% 273

Other funds holding EFV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AOI
Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
OCA
OpenArc Corporate Advisory Atlanta, Georgia $8.41B AUM
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
HMH
Hackensack Meridian Health Edison, New Jersey $1.48B AUM 21% 1-Year Est. Return
SWP
Sagespring Wealth Partners Franklin, Tennessee $6.51B AUM 25.32% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Rachor Investment Advisory Services's EFV Position: Q2 2026 in Review

Rachor Investment Advisory Services increased its iShares MSCI EAFE Value ETF (EFV) stake by 4.3% in Q2 2026, buying an estimated $77 and bringing the position to 24 shares worth $1.81K. The position accounts for ﹤0.01% of the portfolio, ranked #164.

Rachor Investment Advisory Services first reported a position in EFV in Q1 2026 and has held it in 2 quarters since. 785 funds tracked by Wall St. Rank hold EFV as of Q2 2026.

  • Rachor Investment Advisory Services held 24 shares of iShares MSCI EAFE Value ETF worth $1.81K as of Q2 2026.
  • Rachor Investment Advisory Services bought 1 iShares MSCI EAFE Value ETF share in Q2 2026, an estimated $77.
  • iShares MSCI EAFE Value ETF made up ﹤0.01% of Rachor Investment Advisory Services's portfolio in Q2 2026, its #164 holding.
  • Rachor Investment Advisory Services first reported a position in iShares MSCI EAFE Value ETF in Q1 2026 and has held it in 2 quarters since.
  • 785 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q2 2026.

Based on Rachor Investment Advisory Services's 13F filing for Q2 2026, filed 16 Jul 2026.