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

Riverbend 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	$1.56M	Buy	20,349 +1,733	+9%	+$134K	0.78%	35
2026 Q1	$1.38M	Buy	18,616 +572	+3%	+$43K	0.79%	31
2025 Q4	$1.29M	Buy	18,044 +752	+4%	+$52.3K	0.8%	36
2025 Q3	$1.17M	Buy	17,292 +437	+3%	+$28.8K	0.82%	37
2025 Q2	$1.07M	Buy	+16,855	New	+$1.03M	0.81%	37

Other funds holding EFV

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

AOI

Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

SWP

Sagespring Wealth Partners Franklin, Tennessee $6.51B AUM 23.96% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

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

Riverbend Wealth Management increased its iShares MSCI EAFE Value ETF (EFV) stake by 9.3% in Q2 2026, buying an estimated $134K and bringing the position to 20,349 shares worth $1.56M. The position accounts for 0.78% of the portfolio, ranked #35.

Riverbend Wealth Management first reported a position in EFV in Q2 2025 and has held it in 5 quarters since. 622 funds tracked by Wall St. Rank hold EFV as of Q2 2026.

Riverbend Wealth Management held 20,349 shares of iShares MSCI EAFE Value ETF worth $1.56M as of Q2 2026.
Riverbend Wealth Management bought 1,733 iShares MSCI EAFE Value ETF shares in Q2 2026, an estimated $134K.
iShares MSCI EAFE Value ETF made up 0.78% of Riverbend Wealth Management's portfolio in Q2 2026, its #35 holding.
Riverbend Wealth Management first reported a position in iShares MSCI EAFE Value ETF in Q2 2025 and has held it in 5 quarters since.
622 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q2 2026.

Based on Riverbend Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.