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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
Q2 		$1.85M Sell
24,178
-812
-3% -$62.9K 0.03% 434
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 $424B AUM 22.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Jones Financial Companies
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
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Ritholtz Wealth Management's EFV Position: Q2 2026 in Review

Ritholtz Wealth Management reduced its iShares MSCI EAFE Value ETF (EFV) stake by 3.2% in Q2 2026, selling an estimated $62.9K and leaving 24,178 shares worth $1.85M. The position accounts for 0.03% of the portfolio, ranked #434.

Ritholtz Wealth Management first reported a position in EFV in Q3 2024 and has held it in 7 quarters since. The position peaked at $1.86M in Q1 2026. 1,249 funds tracked by Wall St. Rank hold EFV as of Q2 2026.

  • Ritholtz Wealth Management held 24,178 shares of iShares MSCI EAFE Value ETF worth $1.85M as of Q2 2026.
  • Ritholtz Wealth Management sold 812 iShares MSCI EAFE Value ETF shares in Q2 2026, an estimated $62.9K.
  • iShares MSCI EAFE Value ETF made up 0.03% of Ritholtz Wealth Management's portfolio in Q2 2026, its #434 holding.
  • Ritholtz Wealth Management first reported a position in iShares MSCI EAFE Value ETF in Q3 2024 and has held it in 7 quarters since.
  • Ritholtz Wealth Management's iShares MSCI EAFE Value ETF position peaked at $1.86M in Q1 2026.
  • 1,249 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q2 2026.

Based on Ritholtz Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.