Riverwater Partners’s iShares MSCI EAFE Value ETF EFV Stock Holding History

Riverwater Partners’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	$5.37M	Hold	72,288	–	–	1.79%	8
2025 Q4	$5.16M	Hold	72,288	–	–	2%	6
2025 Q3	$4.9M	Hold	72,288	–	–	2.04%	4
2025 Q2	$4.59M	Hold	72,288	–	–	2.16%	5
2025 Q1	$4.26M	Sell	72,288 -16,279	-18%	-$921K	2.19%	4
2024 Q4	$4.65M	Buy	88,567 +282	+0.3%	+$15.4K	2.26%	6
2024 Q3	$5.03M	Hold	88,285	–	–	2.5%	3
2024 Q2	$4.68M	Sell	88,285 -14,406	-14%	-$783K	3.47%	2
2024 Q1	$5.59M	Hold	102,691	–	–	4.11%	2
2023 Q4	$5.35M	Buy	102,691 +72,568	+241%	+$3.59M	4.22%	2
2023 Q3	$1.47M	Hold	30,123	–	–	1.34%	10
2023 Q2	$1.47M	Buy	30,123 +397	+1%	+$19.5K	1.31%	10
2023 Q1	$1.44M	Hold	29,726	–	–	1.32%	12
2022 Q4	$1.36M	Buy	+29,726	New	+$1.29M	1.16%	13

Other funds holding EFV

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

PAS

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

Riverwater Partners's EFV Position: Q1 2026 in Review

Riverwater Partners held its iShares MSCI EAFE Value ETF (EFV) position steady in Q1 2026 at 72,288 shares worth $5.37M. The position accounts for 1.79% of the portfolio, ranked #8.

Riverwater Partners first reported a position in EFV in Q4 2022 and has held it in 14 quarters since. The position peaked at $5.59M in Q1 2024. 1,255 funds tracked by Wall St. Rank hold EFV as of Q1 2026.

Riverwater Partners held 72,288 shares of iShares MSCI EAFE Value ETF worth $5.37M as of Q1 2026.
Riverwater Partners left its iShares MSCI EAFE Value ETF share count unchanged in Q1 2026.
iShares MSCI EAFE Value ETF made up 1.79% of Riverwater Partners's portfolio in Q1 2026, its #8 holding.
Riverwater Partners first reported a position in iShares MSCI EAFE Value ETF in Q4 2022 and has held it in 14 quarters since.
Riverwater Partners's iShares MSCI EAFE Value ETF position peaked at $5.59M in Q1 2024.
1,255 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q1 2026.

Based on Riverwater Partners's 13F filing for Q1 2026, filed 8 May 2026.