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Samalin Investment Counsel’s iShares MSCI EAFE Value ETF EFV Stock Holding History

Samalin Investment Counsel’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 		$697K Buy
9,102
+136
+2% +$10.5K 0.22% 116
2026
Q1 		$667K Sell
8,966
-685
-7% -$51.5K 0.24% 127
2025
Q4 		$689K Buy
9,651
+518
+6% +$36K 0.24% 122
2025
Q3 		$620K Sell
9,133
-42
-0.5% -$2.77K 0.21% 140
2025
Q2 		$582K Buy
9,175
+72
+0.8% +$4.41K 0.22% 138
2025
Q1 		$537K Sell
9,103
-1,026
-10% -$58K 0.22% 142
2024
Q4 		$531K Sell
10,129
-1,054
-9% -$57.7K 0.23% 136
2024
Q3 		$643K Buy
11,183
+291
+3% +$16.1K 0.28% 109
2024
Q2 		$578K Buy
10,892
+1,813
+20% +$98.6K 0.27% 118
2024
Q1 		$494K Sell
9,079
-1,040
-10% -$54.3K 0.24% 141
2023
Q4 		$527K Buy
10,119
+524
+5% +$25.9K 0.27% 120
2023
Q3 		$469K Sell
9,595
-2,065
-18% -$102K 0.27% 113
2023
Q2 		$571K Buy
11,660
+436
+4% +$21.5K 0.31% 94
2023
Q1 		$545K Buy
11,224
+1,042
+10% +$50.4K 0.33% 87
2022
Q4 		$467K Sell
10,182
-1,906
-16% -$82.7K 0.3% 105
2022
Q3 		$466K Buy
12,088
+785
+7% +$33.5K 0.34% 89
2022
Q2 		$491K Buy
11,303
+783
+7% +$37.3K 0.35% 82
2022
Q1 		$529K Buy
10,520
+855
+9% +$43.5K 0.32% 89
2021
Q4 		$487K Buy
9,665
+923
+11% +$47.1K 0.29% 97
2021
Q3 		$445K Buy
8,742
+979
+13% +$50.7K 0.29% 110
2021
Q2 		$402K Sell
7,763
-3,169
-29% -$168K 0.26% 128
2021
Q1 		$557K Buy
10,932
+914
+9% +$45.5K 0.37% 87
2020
Q4 		$473K Buy
10,018
+717
+8% +$31.6K 0.36% 87
2020
Q3 		$375K Buy
9,301
+224
+2% +$9.27K 0.33% 96
2020
Q2 		$362K Buy
9,077
+1,138
+14% +$43.4K 0.38% 80
2020
Q1 		$283K Buy
7,939
+225
+3% +$10K 0.38% 82
2019
Q4 		$385K Buy
+7,714
New +$378K 0.32% 82

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

Samalin Investment Counsel's EFV Position: Q2 2026 in Review

Samalin Investment Counsel increased its iShares MSCI EAFE Value ETF (EFV) stake by 1.5% in Q2 2026, buying an estimated $10.5K and bringing the position to 9,102 shares worth $697K. The position accounts for 0.22% of the portfolio, ranked #116.

Samalin Investment Counsel first reported a position in EFV in Q4 2019 and has held it in 27 quarters since. 615 funds tracked by Wall St. Rank hold EFV as of Q2 2026.

  • Samalin Investment Counsel held 9,102 shares of iShares MSCI EAFE Value ETF worth $697K as of Q2 2026.
  • Samalin Investment Counsel bought 136 iShares MSCI EAFE Value ETF shares in Q2 2026, an estimated $10.5K.
  • iShares MSCI EAFE Value ETF made up 0.22% of Samalin Investment Counsel's portfolio in Q2 2026, its #116 holding.
  • Samalin Investment Counsel first reported a position in iShares MSCI EAFE Value ETF in Q4 2019 and has held it in 27 quarters since.
  • 615 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q2 2026.

Based on Samalin Investment Counsel's 13F filing for Q2 2026, filed 27 Jul 2026.