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

Sagespring 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 		$159M Buy
2,080,637
+434,318
+26% +$33.6M 2.45% 10
2026
Q1 		$122M Buy
1,646,319
+684,355
+71% +$51.4M 2.23% 10
2025
Q4 		$51.1M Sell
961,964
-409,508
-30% -$28.5M 0.93% 25
2025
Q3 		$76.3M Buy
1,371,472
+305,522
+29% +$20.1M 1.49% 16
2025
Q2 		$67.7M Buy
1,065,950
+53,088
+5% +$3.25M 1.46% 16
2025
Q1 		$59.7M Sell
1,012,862
-188,382
-16% -$10.7M 1.51% 16
2024
Q4 		$63M Buy
+1,201,244
New +$65.8M 1.66% 15

Other funds holding EFV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Jones Financial Companies
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
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Sagespring Wealth Partners increased its iShares MSCI EAFE Value ETF (EFV) stake by 26% in Q2 2026, buying an estimated $33.6M and bringing the position to 2,080,637 shares worth $159M. The position accounts for 2.45% of the portfolio, ranked #10.

Sagespring Wealth Partners first reported a position in EFV in Q4 2024 and has held it in 7 quarters since. 1,251 funds tracked by Wall St. Rank hold EFV as of Q2 2026.

  • Sagespring Wealth Partners held 2,080,637 shares of iShares MSCI EAFE Value ETF worth $159M as of Q2 2026.
  • Sagespring Wealth Partners bought 434,318 iShares MSCI EAFE Value ETF shares in Q2 2026, an estimated $33.6M.
  • iShares MSCI EAFE Value ETF made up 2.45% of Sagespring Wealth Partners's portfolio in Q2 2026, its #10 holding.
  • Sagespring Wealth Partners first reported a position in iShares MSCI EAFE Value ETF in Q4 2024 and has held it in 7 quarters since.
  • 1,251 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q2 2026.

Based on Sagespring Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.