Raleigh Capital Management’s iShares MSCI EAFE Value ETF EFV Stock Holding History

Raleigh Capital Management’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	$744K	Sell	9,718 -12,691	-57%	-$983K	0.24%	109
2026 Q1	$1.67M	Sell	22,409 -1,442	-6%	-$108K	0.58%	54
2025 Q4	$1.7M	Sell	23,851 -1,543	-6%	-$107K	0.62%	50
2025 Q3	$1.72M	Sell	25,394 -7,355	-22%	-$484K	0.65%	49
2025 Q2	$2.08M	Buy	32,749 +11,983	+58%	+$733K	0.87%	25
2025 Q1	$1.22M	Sell	20,766 -7,499	-27%	-$424K	0.55%	57
2024 Q4	$1.48M	Buy	28,265 +1,268	+5%	+$69.4K	0.57%	53
2024 Q3	$1.55M	Buy	26,997 +16,862	+166%	+$931K	0.6%	50
2024 Q2	$538K	Sell	10,135 -7,635	-43%	-$415K	0.23%	116
2024 Q1	$967K	Sell	17,770 -4,947	-22%	-$258K	0.42%	73
2023 Q4	$1.18M	Sell	22,717 -3,993	-15%	-$198K	0.55%	53
2023 Q3	$1.31M	Buy	26,710 +1,647	+7%	+$81.6K	0.67%	50
2023 Q2	$1.23M	Sell	25,063 -725	-3%	-$35.7K	0.61%	57
2023 Q1	$1.25M	Sell	25,788 -13,260	-34%	-$642K	0.62%	56
2022 Q4	$1.79M	Buy	39,048 +4,268	+12%	+$185K	0.93%	33
2022 Q3	$1.34M	Sell	34,780 -8,389	-19%	-$358K	0.78%	41
2022 Q2	$1.87M	Buy	43,169 +425	+1%	+$20.2K	1.07%	22
2022 Q1	$2.15M	Buy	42,744 +41,319	+2,900%	+$2.1M	1.17%	15
2021 Q4	$72K	Buy	+1,425	New	+$72.8K	0.07%	122

Other funds holding EFV

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

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

FSWA

Financial Synergies Wealth Advisors Houston, Texas $1.18B AUM 31.41% 1-Year Est. Return

BAM

Brave Asset Management Summit, New Jersey $467M AUM 33.05% 1-Year Est. Return

Raleigh Capital Management's EFV Position: Q2 2026 in Review

Raleigh Capital Management reduced its iShares MSCI EAFE Value ETF (EFV) stake by 57% in Q2 2026, selling an estimated $983K and leaving 9,718 shares worth $744K. The position accounts for 0.24% of the portfolio, ranked #109.

Raleigh Capital Management first reported a position in EFV in Q4 2021 and has held it in 19 quarters since. The position peaked at $2.15M in Q1 2022. 348 funds tracked by Wall St. Rank hold EFV as of Q2 2026.

Raleigh Capital Management held 9,718 shares of iShares MSCI EAFE Value ETF worth $744K as of Q2 2026.
Raleigh Capital Management sold 12,691 iShares MSCI EAFE Value ETF shares in Q2 2026, an estimated $983K.
iShares MSCI EAFE Value ETF made up 0.24% of Raleigh Capital Management's portfolio in Q2 2026, its #109 holding.
Raleigh Capital Management first reported a position in iShares MSCI EAFE Value ETF in Q4 2021 and has held it in 19 quarters since.
Raleigh Capital Management's iShares MSCI EAFE Value ETF position peaked at $2.15M in Q1 2022.
348 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q2 2026.

Based on Raleigh Capital Management's 13F filing for Q2 2026, filed 21 Jul 2026.