RF
EFV icon

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

Roxbury 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 		$5.62K Buy
73
+37
+103% +$2.87K ﹤0.01% 340
2026
Q1 		$2.64K Hold
36
– – ﹤0.01% 342
2025
Q4 		$2.54K Buy
36
+1
+3% +$69 ﹤0.01% 345
2025
Q3 		$2.36K Hold
35
– – ﹤0.01% 342
2025
Q2 		$2.21K Buy
+35
New +$2.14K ﹤0.01% 336
2025
Q1 		– Sell
-78
Closed -$4.32K – 371
2024
Q4 		$4.32K Buy
+78
New +$4.27K ﹤0.01% 335

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
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
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
FSWA
Financial Synergies Wealth Advisors Houston, Texas $1.18B AUM 31.41% 1-Year Est. Return
BAM
Brave Asset Management Summit, New Jersey $467M AUM 33.05% 1-Year Est. Return

Roxbury Financial's EFV Position: Q2 2026 in Review

Roxbury Financial increased its iShares MSCI EAFE Value ETF (EFV) stake by 103% in Q2 2026, buying an estimated $2.87K and bringing the position to 73 shares worth $5.62K. The position accounts for ﹤0.01% of the portfolio, ranked #340.

Roxbury Financial first reported a position in EFV in Q4 2024 and has held it in 6 quarters since. 418 funds tracked by Wall St. Rank hold EFV as of Q2 2026.

  • Roxbury Financial held 73 shares of iShares MSCI EAFE Value ETF worth $5.62K as of Q2 2026.
  • Roxbury Financial bought 37 iShares MSCI EAFE Value ETF shares in Q2 2026, an estimated $2.87K.
  • iShares MSCI EAFE Value ETF made up ﹤0.01% of Roxbury Financial's portfolio in Q2 2026, its #340 holding.
  • Roxbury Financial first reported a position in iShares MSCI EAFE Value ETF in Q4 2024 and has held it in 6 quarters since.
  • 418 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q2 2026.

Based on Roxbury Financial's 13F filing for Q2 2026, filed 1 Jul 2026.