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Rossmore Private Capital’s iShares MSCI EAFE Value ETF EFV Stock Holding History

Rossmore Private Capital’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 		$47.2K Hold
616
– – ﹤0.01% 340
2026
Q1 		$45.8K Hold
616
– – ﹤0.01% 326
2025
Q4 		$44K Hold
616
– – ﹤0.01% 327
2025
Q3 		$41.8K Buy
+616
New +$40.6K ﹤0.01% 299
2018
Q1 		– Sell
-1,095
Closed -$60.4K – 193
2017
Q4 		$60.4K Buy
+1,095
New +$60.1K 0.06% 156

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

Rossmore Private Capital's EFV Position: Q2 2026 in Review

Rossmore Private Capital held its iShares MSCI EAFE Value ETF (EFV) position steady in Q2 2026 at 616 shares worth $47.2K. The position accounts for ﹤0.01% of the portfolio, ranked #340.

Rossmore Private Capital first reported a position in EFV in Q4 2017 and has held it in 5 quarters since. The position peaked at $60.4K in Q4 2017. 615 funds tracked by Wall St. Rank hold EFV as of Q2 2026.

  • Rossmore Private Capital held 616 shares of iShares MSCI EAFE Value ETF worth $47.2K as of Q2 2026.
  • Rossmore Private Capital left its iShares MSCI EAFE Value ETF share count unchanged in Q2 2026.
  • iShares MSCI EAFE Value ETF made up ﹤0.01% of Rossmore Private Capital's portfolio in Q2 2026, its #340 holding.
  • Rossmore Private Capital first reported a position in iShares MSCI EAFE Value ETF in Q4 2017 and has held it in 5 quarters since.
  • Rossmore Private Capital's iShares MSCI EAFE Value ETF position peaked at $60.4K in Q4 2017.
  • 615 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q2 2026.

Based on Rossmore Private Capital's 13F filing for Q2 2026, filed 31 Jul 2026.