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Rockingstone Advisors’s iShares MSCI EAFE Value ETF EFV Stock Holding History

Rockingstone Advisors’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 		$1.83M Buy
23,875
+1,400
+6% +$108K 0.73% 48
2026
Q1 		$1.67M Buy
22,475
+80
+0.4% +$6.01K 0.77% 50
2025
Q4 		$1.6M Buy
22,395
+1,220
+6% +$84.8K 0.73% 47
2025
Q3 		$1.44M Buy
21,175
+4,425
+26% +$291K 0.71% 46
2025
Q2 		$1.06M Buy
16,750
+390
+2% +$23.9K 0.56% 55
2025
Q1 		$964K Buy
16,360
+320
+2% +$18.1K 0.43% 58
2024
Q4 		$842K Sell
16,040
-8,885
-36% -$487K 0.37% 66
2024
Q3 		$1.43M Sell
24,925
-490
-2% -$27.1K 0.7% 47
2024
Q2 		$1.35M Buy
25,415
+115
+0.5% +$6.25K 0.69% 48
2024
Q1 		$1.38M Sell
25,300
-2,940
-10% -$153K 0.71% 50
2023
Q4 		$1.47M Sell
28,240
-2,315
-8% -$115K 0.82% 48
2023
Q3 		$1.5M Sell
30,555
-835
-3% -$41.4K 0.83% 42
2023
Q2 		$1.54M Buy
31,390
+80
+0.3% +$3.94K 0.87% 46
2023
Q1 		$1.52M Buy
31,310
+3,420
+12% +$166K 0.93% 45
2022
Q4 		$1.28M Buy
+27,890
New +$1.21M 0.96% 48

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

Rockingstone Advisors's EFV Position: Q2 2026 in Review

Rockingstone Advisors increased its iShares MSCI EAFE Value ETF (EFV) stake by 6.2% in Q2 2026, buying an estimated $108K and bringing the position to 23,875 shares worth $1.83M. The position accounts for 0.73% of the portfolio, ranked #48.

Rockingstone Advisors first reported a position in EFV in Q4 2022 and has held it in 15 quarters since. 615 funds tracked by Wall St. Rank hold EFV as of Q2 2026.

  • Rockingstone Advisors held 23,875 shares of iShares MSCI EAFE Value ETF worth $1.83M as of Q2 2026.
  • Rockingstone Advisors bought 1,400 iShares MSCI EAFE Value ETF shares in Q2 2026, an estimated $108K.
  • iShares MSCI EAFE Value ETF made up 0.73% of Rockingstone Advisors's portfolio in Q2 2026, its #48 holding.
  • Rockingstone Advisors first reported a position in iShares MSCI EAFE Value ETF in Q4 2022 and has held it in 15 quarters since.
  • 615 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q2 2026.

Based on Rockingstone Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.