RHS Financial’s iShares MSCI EAFE Value ETF EFV Stock Holding History

RHS Financial’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	Buy	9,713 +5,867	+153%	+$454K	0.3%	67
2026 Q1	$286K	Sell	3,846 -1,021	-21%	-$76.7K	0.14%	116
2025 Q4	$348K	Sell	4,867 -410	-8%	-$28.5K	0.17%	101
2025 Q3	$358K	Hold	5,277	–	–	0.19%	91
2025 Q2	$335K	Sell	5,277 -6,612	-56%	-$405K	0.19%	90
2025 Q1	$701K	Sell	11,889 -6,660	-36%	-$377K	0.39%	58
2024 Q4	$973K	Sell	18,549 -112	-0.6%	-$6.13K	0.5%	57
2024 Q3	$1.07M	Buy	18,661 +1,096	+6%	+$60.5K	0.54%	50
2024 Q2	$932K	Sell	17,565 -2,369	-12%	-$129K	0.57%	47
2024 Q1	$1.08M	Buy	19,934 +4,646	+30%	+$243K	0.63%	39
2023 Q4	$797K	Buy	15,288 +2,260	+17%	+$112K	0.5%	47
2023 Q3	$637K	Buy	13,028 +3,947	+43%	+$196K	0.45%	54
2023 Q2	$444K	Sell	9,081 -75	-0.8%	-$3.69K	0.33%	62
2023 Q1	$444K	Sell	9,156 -3,922	-30%	-$190K	0.34%	61
2022 Q4	$600K	Buy	13,078 +4,495	+52%	+$195K	0.48%	54
2022 Q3	$331K	Sell	8,583 -2,354	-22%	-$100K	0.29%	64
2022 Q2	$475K	Buy	10,937 +1,523	+16%	+$72.5K	0.39%	50
2022 Q1	$473K	Buy	9,414 +3,085	+49%	+$157K	0.35%	51
2021 Q4	$319K	Buy	6,329 +427	+7%	+$21.8K	0.22%	70
2021 Q3	$300K	Sell	5,902 -536	-8%	-$27.8K	0.22%	73
2021 Q2	$333K	Buy	+6,438	New	+$340K	0.25%	66

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

RHS Financial's EFV Position: Q2 2026 in Review

RHS Financial increased its iShares MSCI EAFE Value ETF (EFV) stake by 153% in Q2 2026, buying an estimated $454K and bringing the position to 9,713 shares worth $744K. The position accounts for 0.3% of the portfolio, ranked #67.

RHS Financial first reported a position in EFV in Q2 2021 and has held it in 21 quarters since. The position peaked at $1.08M in Q1 2024. 1,251 funds tracked by Wall St. Rank hold EFV as of Q2 2026.

RHS Financial held 9,713 shares of iShares MSCI EAFE Value ETF worth $744K as of Q2 2026.
RHS Financial bought 5,867 iShares MSCI EAFE Value ETF shares in Q2 2026, an estimated $454K.
iShares MSCI EAFE Value ETF made up 0.3% of RHS Financial's portfolio in Q2 2026, its #67 holding.
RHS Financial first reported a position in iShares MSCI EAFE Value ETF in Q2 2021 and has held it in 21 quarters since.
RHS Financial's iShares MSCI EAFE Value ETF position peaked at $1.08M in Q1 2024.
1,251 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q2 2026.

Based on RHS Financial's 13F filing for Q2 2026, filed 7 Aug 2026.