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	0.3%	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	0.27%	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

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

Waller Financial Planning Group Columbus, Ohio $486M AUM 17.78% 1-Year Est. Return

Affinity Capital Advisors Berkeley, California $810M AUM 24.85% 1-Year Est. Return

Integrated Capital Management (Pennsylvania) Jessup, Pennsylvania $143M AUM 18.2% 1-Year Est. Return

Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return

Sharkey, Howes & Javer Denver, Colorado $828M AUM 20.38% 1-Year Est. Return

RTD Financial Advisors Philadelphia, Pennsylvania $917M AUM 19.69% 1-Year Est. Return

Client 1st Advisory Group Dunedin, Florida $372M AUM 22.43% 1-Year Est. Return

Central Pacific Bank - Trust Division Honolulu, Hawaii $984M AUM 34.19% 1-Year Est. Return

SteelPeak Wealth Woodland Hills, California $3.8B AUM 48.92% 1-Year Est. Return