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Robinswood Financial’s iShares MSCI EAFE Value ETF EFV Stock Holding History

Robinswood Financial’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 		$6.01M Sell
78,491
-225
-0.3% -$17.4K 1.72% 19
2026
Q1 		$5.85M Sell
78,716
-2,049
-3% -$154K 1.84% 18
2025
Q4 		$5.77M Sell
80,765
-1,178
-1% -$81.9K 1.84% 18
2025
Q3 		$5.56M Buy
81,943
+614
+0.8% +$40.4K 1.85% 20
2025
Q2 		$5.16M Sell
81,329
-4,495
-5% -$275K 1.83% 19
2025
Q1 		$5.06M Sell
85,824
-2,381
-3% -$135K 1.87% 19
2024
Q4 		$4.63M Buy
88,205
+623
+0.7% +$34.1K 1.75% 19
2024
Q3 		$5.04M Sell
87,582
-2,136
-2% -$118K 1.87% 18
2024
Q2 		$4.76M Buy
89,718
+6,848
+8% +$372K 1.93% 19
2024
Q1 		$4.48M Sell
82,870
-9,643
-10% -$503K 1.91% 19
2023
Q4 		$4.82M Buy
92,513
+963
+1% +$47.7K 2.09% 18
2023
Q3 		$4.48M Sell
91,550
-3,518
-4% -$174K 2.14% 18
2023
Q2 		$4.65M Buy
+95,068
New +$4.68M 2.16% 17

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

Robinswood Financial's EFV Position: Q2 2026 in Review

Robinswood Financial reduced its iShares MSCI EAFE Value ETF (EFV) stake by 0.29% in Q2 2026, selling an estimated $17.4K and leaving 78,491 shares worth $6.01M. The position accounts for 1.72% of the portfolio, ranked #19.

Robinswood Financial first reported a position in EFV in Q2 2023 and has held it in 13 quarters since. 1,251 funds tracked by Wall St. Rank hold EFV as of Q2 2026.

  • Robinswood Financial held 78,491 shares of iShares MSCI EAFE Value ETF worth $6.01M as of Q2 2026.
  • Robinswood Financial sold 225 iShares MSCI EAFE Value ETF shares in Q2 2026, an estimated $17.4K.
  • iShares MSCI EAFE Value ETF made up 1.72% of Robinswood Financial's portfolio in Q2 2026, its #19 holding.
  • Robinswood Financial first reported a position in iShares MSCI EAFE Value ETF in Q2 2023 and has held it in 13 quarters since.
  • 1,251 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q2 2026.

Based on Robinswood Financial's 13F filing for Q2 2026, filed 15 Jul 2026.