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

Ritholtz Wealth Management’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
Q1 		$1.86M Sell
24,990
-899
-3% -$67.6K 0.03% 391
2025
Q4 		$1.85M Sell
25,889
-1,014
-4% -$70.5K 0.03% 367
2025
Q3 		$1.82M Sell
26,903
-1,112
-4% -$73.2K 0.04% 354
2025
Q2 		$1.78M Buy
28,015
+23,430
+511% +$1.43M 0.04% 320
2025
Q1 		$270K Buy
+4,585
New +$259K 0.01% 774
2024
Q4 		– Sell
-3,528
Closed -$203K – 869
2024
Q3 		$203K Buy
+3,528
New +$195K 0.01% 811

Other funds holding EFV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
PAS
Park Avenue Securities New York $12.8B AUM 19.38% 1-Year Est. Return

Ritholtz Wealth Management's EFV Position: Q1 2026 in Review

Ritholtz Wealth Management reduced its iShares MSCI EAFE Value ETF (EFV) stake by 3.5% in Q1 2026, selling an estimated $67.6K and leaving 24,990 shares worth $1.86M. The position accounts for 0.03% of the portfolio, ranked #391.

Ritholtz Wealth Management first reported a position in EFV in Q3 2024 and has held it in 6 quarters since. 1,254 funds tracked by Wall St. Rank hold EFV as of Q1 2026.

  • Ritholtz Wealth Management held 24,990 shares of iShares MSCI EAFE Value ETF worth $1.86M as of Q1 2026.
  • Ritholtz Wealth Management sold 899 iShares MSCI EAFE Value ETF shares in Q1 2026, an estimated $67.6K.
  • iShares MSCI EAFE Value ETF made up 0.03% of Ritholtz Wealth Management's portfolio in Q1 2026, its #391 holding.
  • Ritholtz Wealth Management first reported a position in iShares MSCI EAFE Value ETF in Q3 2024 and has held it in 6 quarters since.
  • 1,254 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q1 2026.

Based on Ritholtz Wealth Management's 13F filing for Q1 2026, filed 20 Apr 2026.