RWA Wealth Partners’s iShares MSCI EAFE Value ETF EFV Stock Holding History

RWA Wealth Partners’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	$4.58M	Buy	59,811 +7,312	+14%	+$566K	0.04%	182
2026 Q1	$3.9M	Sell	52,499 -7,153	-12%	-$538K	0.04%	196
2025 Q4	$4.26M	Buy	59,652 +56,529	+1,810%	+$3.93M	0.05%	182
2025 Q3	$212K	Buy	+3,123	New	+$206K	﹤0.01%	587
2025 Q2	–	Sell	-77,016	Closed	-$4.54M	–	599
2025 Q1	$4.54M	Buy	+77,016	New	+$4.36M	0.06%	158
2024 Q4	–	Sell	-88,021	Closed	-$5.06M	–	565
2024 Q3	$5.06M	Buy	+88,021	New	+$4.86M	0.06%	151
2024 Q2	–	Sell	-90,454	Closed	-$4.92M	–	554
2024 Q1	$4.92M	Buy	+90,454	New	+$4.72M	0.07%	148

Other funds holding EFV

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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 Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

RWA Wealth Partners's EFV Position: Q2 2026 in Review

RWA Wealth Partners increased its iShares MSCI EAFE Value ETF (EFV) stake by 14% in Q2 2026, buying an estimated $566K and bringing the position to 59,811 shares worth $4.58M. The position accounts for 0.04% of the portfolio, ranked #182.

RWA Wealth Partners first reported a position in EFV in Q1 2024 and has held it in 7 quarters since. The position peaked at $5.06M in Q3 2024. 1,253 funds tracked by Wall St. Rank hold EFV as of Q2 2026.

RWA Wealth Partners held 59,811 shares of iShares MSCI EAFE Value ETF worth $4.58M as of Q2 2026.
RWA Wealth Partners bought 7,312 iShares MSCI EAFE Value ETF shares in Q2 2026, an estimated $566K.
iShares MSCI EAFE Value ETF made up 0.04% of RWA Wealth Partners's portfolio in Q2 2026, its #182 holding.
RWA Wealth Partners first reported a position in iShares MSCI EAFE Value ETF in Q1 2024 and has held it in 7 quarters since.
RWA Wealth Partners's iShares MSCI EAFE Value ETF position peaked at $5.06M in Q3 2024.
1,253 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q2 2026.

Based on RWA Wealth Partners's 13F filing for Q2 2026, filed 7 Aug 2026.