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Sanchez Gaunt Capital Management’s iShares MSCI EAFE Value ETF EFV Stock Holding History

Sanchez Gaunt Capital Management’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 		$328K Sell
4,291
-6,589
-61% -$510K 0.18% 140
2026
Q1 		$809K Buy
+10,880
New +$818K 0.51% 59

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

Sanchez Gaunt Capital Management's EFV Position: Q2 2026 in Review

Sanchez Gaunt Capital Management reduced its iShares MSCI EAFE Value ETF (EFV) stake by 61% in Q2 2026, selling an estimated $510K and leaving 4,291 shares worth $328K. The position accounts for 0.18% of the portfolio, ranked #140.

Sanchez Gaunt Capital Management first reported a position in EFV in Q1 2026 and has held it in 2 quarters since. The position peaked at $809K in Q1 2026. 1,242 funds tracked by Wall St. Rank hold EFV as of Q2 2026.

  • Sanchez Gaunt Capital Management held 4,291 shares of iShares MSCI EAFE Value ETF worth $328K as of Q2 2026.
  • Sanchez Gaunt Capital Management sold 6,589 iShares MSCI EAFE Value ETF shares in Q2 2026, an estimated $510K.
  • iShares MSCI EAFE Value ETF made up 0.18% of Sanchez Gaunt Capital Management's portfolio in Q2 2026, its #140 holding.
  • Sanchez Gaunt Capital Management first reported a position in iShares MSCI EAFE Value ETF in Q1 2026 and has held it in 2 quarters since.
  • Sanchez Gaunt Capital Management's iShares MSCI EAFE Value ETF position peaked at $809K in Q1 2026.
  • 1,242 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q2 2026.

Based on Sanchez Gaunt Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.