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

Ridgeline Wealth’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	$2.02M	Sell	26,401 -331	-1%	-$25.6K	1.18%	18
2026 Q1	$1.99M	Sell	26,732 -13,951	-34%	-$1.05M	1.42%	17
2025 Q4	$2.91M	Sell	40,683 -648	-2%	-$45K	2.01%	14
2025 Q3	$2.8M	Sell	41,331 -933	-2%	-$61.5K	2.07%	14
2025 Q2	$2.68M	Sell	42,264 -3,296	-7%	-$202K	2.19%	14
2025 Q1	$2.69M	Sell	45,560 -1,812	-4%	-$103K	2.28%	11
2024 Q4	$2.49M	Buy	+47,372	New	+$2.59M	2.03%	12

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

Ridgeline Wealth's EFV Position: Q2 2026 in Review

Ridgeline Wealth reduced its iShares MSCI EAFE Value ETF (EFV) stake by 1.2% in Q2 2026, selling an estimated $25.6K and leaving 26,401 shares worth $2.02M. The position accounts for 1.18% of the portfolio, ranked #18.

Ridgeline Wealth first reported a position in EFV in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.91M in Q4 2025. 1,249 funds tracked by Wall St. Rank hold EFV as of Q2 2026.

Ridgeline Wealth held 26,401 shares of iShares MSCI EAFE Value ETF worth $2.02M as of Q2 2026.
Ridgeline Wealth sold 331 iShares MSCI EAFE Value ETF shares in Q2 2026, an estimated $25.6K.
iShares MSCI EAFE Value ETF made up 1.18% of Ridgeline Wealth's portfolio in Q2 2026, its #18 holding.
Ridgeline Wealth first reported a position in iShares MSCI EAFE Value ETF in Q4 2024 and has held it in 7 quarters since.
Ridgeline Wealth's iShares MSCI EAFE Value ETF position peaked at $2.91M in Q4 2025.
1,249 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q2 2026.

Based on Ridgeline Wealth's 13F filing for Q2 2026, filed 6 Jul 2026.