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

Revolve 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
Q2 		$2.86M Sell
37,314
-838
-2% -$64.9K 0.3% 53
2026
Q1 		$2.84M Buy
38,152
+988
+3% +$74.3K 0.37% 44
2025
Q4 		$2.65M Sell
37,164
-359
-1% -$24.9K 0.31% 45
2025
Q3 		$2.55M Sell
37,523
-373
-1% -$24.6K 0.31% 47
2025
Q2 		$2.41M Sell
37,896
-887
-2% -$54.3K 0.31% 47
2025
Q1 		$2.29M Buy
38,783
+58
+0.1% +$3.28K 0.33% 46
2024
Q4 		$2.03M Buy
38,725
+11,327
+41% +$620K 0.29% 54
2024
Q3 		$1.58M Sell
27,398
-318
-1% -$17.6K 0.24% 57
2024
Q2 		$1.47M Buy
27,716
+663
+2% +$36K 0.24% 56
2024
Q1 		$1.47M Sell
27,053
-523
-2% -$27.3K 0.25% 54
2023
Q4 		$1.44M Buy
27,576
+476
+2% +$23.6K 0.28% 52
2023
Q3 		$1.33M Buy
27,100
+2
+0% +$99 0.31% 56
2023
Q2 		$1.33M Sell
27,098
-206
-0.8% -$10.1K 0.31% 54
2023
Q1 		$1.33M Buy
27,304
+2,875
+12% +$139K 0.34% 53
2022
Q4 		$1.12M Buy
24,429
+3,845
+19% +$167K 0.32% 52
2022
Q3 		$793K Buy
20,584
+6,591
+47% +$281K 0.26% 56
2022
Q2 		$607K Sell
13,993
-3,672
-21% -$175K 0.2% 61
2022
Q1 		$888K Sell
17,665
-2,947
-14% -$150K 0.26% 54
2021
Q4 		$1.04M Buy
+20,612
New +$1.05M 0.3% 57

Other funds holding EFV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Jones Financial Companies
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
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Revolve Wealth Partners's EFV Position: Q2 2026 in Review

Revolve Wealth Partners reduced its iShares MSCI EAFE Value ETF (EFV) stake by 2.2% in Q2 2026, selling an estimated $64.9K and leaving 37,314 shares worth $2.86M. The position accounts for 0.3% of the portfolio, ranked #53.

Revolve Wealth Partners first reported a position in EFV in Q4 2021 and has held it in 19 quarters since. 1,246 funds tracked by Wall St. Rank hold EFV as of Q2 2026.

  • Revolve Wealth Partners held 37,314 shares of iShares MSCI EAFE Value ETF worth $2.86M as of Q2 2026.
  • Revolve Wealth Partners sold 838 iShares MSCI EAFE Value ETF shares in Q2 2026, an estimated $64.9K.
  • iShares MSCI EAFE Value ETF made up 0.3% of Revolve Wealth Partners's portfolio in Q2 2026, its #53 holding.
  • Revolve Wealth Partners first reported a position in iShares MSCI EAFE Value ETF in Q4 2021 and has held it in 19 quarters since.
  • 1,246 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q2 2026.

Based on Revolve Wealth Partners's 13F filing for Q2 2026, filed 9 Jul 2026.