Retirement Wealth Solutions’s iShares MSCI EAFE Value ETF EFV Stock Holding History

Retirement Wealth Solutions’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	$3.69M	Sell	48,153 -15,320	-24%	-$1.19M	2.03%	14
2026 Q1	$4.72M	Buy	63,473 +891	+1%	+$67K	2.98%	11
2025 Q4	$4.47M	Buy	62,582 +334	+0.5%	+$23.2K	2.82%	11
2025 Q3	$4.22M	Sell	62,248 -2,204	-3%	-$145K	2.77%	9
2025 Q2	$4.09M	Buy	64,452 +19,046	+42%	+$1.17M	2.99%	8
2025 Q1	$2.68M	Buy	45,406 +1,314	+3%	+$74.3K	2.16%	12
2024 Q4	$2.29M	Buy	+44,092	New	+$2.41M	1.93%	13

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

Retirement Wealth Solutions's EFV Position: Q2 2026 in Review

Retirement Wealth Solutions reduced its iShares MSCI EAFE Value ETF (EFV) stake by 24% in Q2 2026, selling an estimated $1.19M and leaving 48,153 shares worth $3.69M. The position accounts for 2.03% of the portfolio, ranked #14.

Retirement Wealth Solutions first reported a position in EFV in Q4 2024 and has held it in 7 quarters since. The position peaked at $4.72M in Q1 2026. 1,249 funds tracked by Wall St. Rank hold EFV as of Q2 2026.

Retirement Wealth Solutions held 48,153 shares of iShares MSCI EAFE Value ETF worth $3.69M as of Q2 2026.
Retirement Wealth Solutions sold 15,320 iShares MSCI EAFE Value ETF shares in Q2 2026, an estimated $1.19M.
iShares MSCI EAFE Value ETF made up 2.03% of Retirement Wealth Solutions's portfolio in Q2 2026, its #14 holding.
Retirement Wealth Solutions first reported a position in iShares MSCI EAFE Value ETF in Q4 2024 and has held it in 7 quarters since.
Retirement Wealth Solutions's iShares MSCI EAFE Value ETF position peaked at $4.72M in Q1 2026.
1,249 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q2 2026.

Based on Retirement Wealth Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.