Richard W. Paul & Associates’s iShares MSCI EAFE Value ETF EFV Stock Holding History

Richard W. Paul & Associates’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	$6.05K	Buy	+79	New	+$6.12K	﹤0.01%	248

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

Richard W. Paul & Associates's EFV Position: Q2 2026 in Review

Richard W. Paul & Associates opened a new position in iShares MSCI EAFE Value ETF (EFV) in Q2 2026: 79 shares worth $6.05K. The stake represents ﹤0.01% of the portfolio and ranks #248 among its holdings.

1,245 funds tracked by Wall St. Rank hold EFV as of Q2 2026.

Richard W. Paul & Associates held 79 shares of iShares MSCI EAFE Value ETF worth $6.05K as of Q2 2026.
iShares MSCI EAFE Value ETF was a new Richard W. Paul & Associates position in Q2 2026.
iShares MSCI EAFE Value ETF made up ﹤0.01% of Richard W. Paul & Associates's portfolio in Q2 2026, its #248 holding.
1,245 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q2 2026.

Based on Richard W. Paul & Associates's 13F filing for Q2 2026, filed 10 Aug 2026.