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

Robertson Stephens 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 		$17.1M Sell
223,911
-4,194
-2% -$325K 0.42% 42
2026
Q1 		$17M Sell
228,105
-10,134
-4% -$762K 0.48% 39
2025
Q4 		$17M Buy
238,239
+1,467
+0.6% +$102K 0.44% 42
2025
Q3 		$16.1M Sell
236,772
-81,276
-26% -$5.35M 0.49% 40
2025
Q2 		$20.2M Buy
318,048
+71
+0% +$4.34K 0.64% 33
2025
Q1 		$18.7M Buy
317,977
+3,293
+1% +$186K 0.64% 31
2024
Q4 		$16.5M Sell
314,684
-251,259
-44% -$13.8M 0.58% 35
2024
Q3 		$32.6M Buy
565,943
+516,129
+1,036% +$28.5M 1.18% 15
2024
Q2 		$2.64M Sell
49,814
-10,536
-17% -$573K 0.13% 124
2024
Q1 		$3.28M Buy
60,350
+1,245
+2% +$65K 0.17% 105
2023
Q4 		$3.08M Buy
59,105
+16,682
+39% +$826K 0.19% 99
2023
Q3 		$2.08M Buy
42,423
+9,537
+29% +$472K 0.14% 138
2023
Q2 		$1.61M Buy
32,886
+1,922
+6% +$94.6K 0.11% 152
2023
Q1 		$1.5M Sell
30,964
-5,822
-16% -$282K 0.12% 153
2022
Q4 		$1.69M Buy
36,786
+4,201
+13% +$182K 0.16% 126
2022
Q3 		$1.25M Sell
32,585
-33,675
-51% -$1.44M 0.13% 131
2022
Q2 		$2.88M Buy
66,260
+31,167
+89% +$1.48M 0.27% 82
2022
Q1 		$1.76M Sell
35,093
-31,043
-47% -$1.58M 0.15% 122
2021
Q4 		$3.34M Sell
66,136
-14,656
-18% -$748K 0.28% 84
2021
Q3 		$4.11M Buy
80,792
+24,235
+43% +$1.26M 0.46% 45
2021
Q2 		$2.93M Buy
56,557
+13,357
+31% +$706K 0.35% 55
2021
Q1 		$2.2M Buy
+43,200
New +$2.15M 0.35% 55

Other funds holding EFV

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
Envestnet Portfolio Solutions
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
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Robertson Stephens Wealth Management's EFV Position: Q2 2026 in Review

Robertson Stephens Wealth Management reduced its iShares MSCI EAFE Value ETF (EFV) stake by 1.8% in Q2 2026, selling an estimated $325K and leaving 223,911 shares worth $17.1M. The position accounts for 0.42% of the portfolio, ranked #42.

Robertson Stephens Wealth Management first reported a position in EFV in Q1 2021 and has held it in 22 quarters since. The position peaked at $32.6M in Q3 2024. 581 funds tracked by Wall St. Rank hold EFV as of Q2 2026.

  • Robertson Stephens Wealth Management held 223,911 shares of iShares MSCI EAFE Value ETF worth $17.1M as of Q2 2026.
  • Robertson Stephens Wealth Management sold 4,194 iShares MSCI EAFE Value ETF shares in Q2 2026, an estimated $325K.
  • iShares MSCI EAFE Value ETF made up 0.42% of Robertson Stephens Wealth Management's portfolio in Q2 2026, its #42 holding.
  • Robertson Stephens Wealth Management first reported a position in iShares MSCI EAFE Value ETF in Q1 2021 and has held it in 22 quarters since.
  • Robertson Stephens Wealth Management's iShares MSCI EAFE Value ETF position peaked at $32.6M in Q3 2024.
  • 581 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q2 2026.

Based on Robertson Stephens Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.