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 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 $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

RWA Wealth Partners's EFV Position: Q1 2026 in Review

RWA Wealth Partners reduced its iShares MSCI EAFE Value ETF (EFV) stake by 12% in Q1 2026, selling an estimated $538K and leaving 52,499 shares worth $3.9M. The position accounts for 0.04% of the portfolio, ranked #196.

RWA Wealth Partners first reported a position in EFV in Q1 2024 and has held it in 6 quarters since. The position peaked at $5.06M in Q3 2024. 1,254 funds tracked by Wall St. Rank hold EFV as of Q1 2026.

RWA Wealth Partners held 52,499 shares of iShares MSCI EAFE Value ETF worth $3.9M as of Q1 2026.
RWA Wealth Partners sold 7,153 iShares MSCI EAFE Value ETF shares in Q1 2026, an estimated $538K.
iShares MSCI EAFE Value ETF made up 0.04% of RWA Wealth Partners's portfolio in Q1 2026, its #196 holding.
RWA Wealth Partners first reported a position in iShares MSCI EAFE Value ETF in Q1 2024 and has held it in 6 quarters since.
RWA Wealth Partners's iShares MSCI EAFE Value ETF position peaked at $5.06M in Q3 2024.
1,254 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q1 2026.

Based on RWA Wealth Partners's 13F filing for Q1 2026, filed 13 May 2026.