Redwood Investment Management’s iShares MSCI EAFE Value ETF EFV Stock Holding History

Redwood Investment 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	$709K	Sell	9,266 -24,294	-72%	-$1.88M	0.07%	243
2026 Q1	$2.5M	Sell	33,560 -23,936	-42%	-$1.8M	0.31%	40
2025 Q4	$4.11M	Sell	57,496 -9,039	-14%	-$628K	0.46%	29
2025 Q3	$4.51M	Buy	66,535 +7,893	+13%	+$520K	0.49%	27
2025 Q2	$3.72M	Buy	58,642 +10,898	+23%	+$667K	0.39%	47
2025 Q1	$2.81M	Buy	47,744 +2,660	+6%	+$150K	0.31%	64
2024 Q4	$2.37M	Buy	45,084 +3,567	+9%	+$195K	0.23%	82
2024 Q3	$2.39M	Buy	41,517 +22,246	+115%	+$1.23M	0.21%	90
2024 Q2	$1.02M	Sell	19,271 -19,215	-50%	-$1.04M	0.09%	247
2024 Q1	$2.09M	Buy	38,486 +1,765	+5%	+$92.1K	0.2%	132
2023 Q4	$1.91M	Buy	36,721 +6,498	+22%	+$322K	0.17%	139
2023 Q3	$1.48M	Buy	+30,223	New	+$1.5M	0.13%	221

Other funds holding EFV

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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

Redwood Investment Management's EFV Position: Q2 2026 in Review

Redwood Investment Management reduced its iShares MSCI EAFE Value ETF (EFV) stake by 72% in Q2 2026, selling an estimated $1.88M and leaving 9,266 shares worth $709K. The position accounts for 0.07% of the portfolio, ranked #243.

Redwood Investment Management first reported a position in EFV in Q3 2023 and has held it in 12 quarters since. The position peaked at $4.51M in Q3 2025. 1,252 funds tracked by Wall St. Rank hold EFV as of Q2 2026.

Redwood Investment Management held 9,266 shares of iShares MSCI EAFE Value ETF worth $709K as of Q2 2026.
Redwood Investment Management sold 24,294 iShares MSCI EAFE Value ETF shares in Q2 2026, an estimated $1.88M.
iShares MSCI EAFE Value ETF made up 0.07% of Redwood Investment Management's portfolio in Q2 2026, its #243 holding.
Redwood Investment Management first reported a position in iShares MSCI EAFE Value ETF in Q3 2023 and has held it in 12 quarters since.
Redwood Investment Management's iShares MSCI EAFE Value ETF position peaked at $4.51M in Q3 2025.
1,252 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q2 2026.

Based on Redwood Investment Management's 13F filing for Q2 2026, filed 17 Aug 2026.