Sax Wealth Advisors’s iShares MSCI EAFE Value ETF EFV Stock Holding History

Sax Wealth Advisors’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	$13.3M	Sell	179,221 -1,686	-0.9%	-$131K	0.54%	32
2026 Q1	$12.9M	Hold	180,907	–	–	0.63%	27
2025 Q4	$12.9M	Buy	180,907 +125,664	+227%	+$8.73M	0.61%	28
2025 Q3	$3.75M	Sell	55,243 -812	-1%	-$53.5K	0.2%	72
2025 Q2	$3.56M	Buy	56,055 +11,102	+25%	+$679K	0.21%	70
2025 Q1	$2.65M	Sell	44,953 -4,073	-8%	-$230K	0.19%	74
2024 Q4	$2.57M	Buy	49,026 +6,435	+15%	+$352K	0.2%	64
2024 Q3	$2.45M	Sell	42,591 -361	-0.8%	-$19.9K	0.22%	54
2024 Q2	$2.28M	Buy	42,952 +231	+0.5%	+$12.6K	0.22%	57
2024 Q1	$2.32M	Buy	42,721 +49	+0.1%	+$2.56K	0.27%	45
2023 Q4	$2.22M	Buy	42,672 +681	+2%	+$33.7K	0.36%	50
2023 Q3	$2.05M	Sell	41,991 -1,402	-3%	-$69.4K	0.4%	44
2023 Q2	$2.12M	Sell	43,393 -7,099	-14%	-$349K	0.42%	44
2023 Q1	$2.45M	Buy	50,492 +461	+0.9%	+$22.3K	0.53%	36
2022 Q4	$2.3M	Sell	50,031 -600	-1%	-$26K	0.53%	37
2022 Q3	$1.95M	Sell	50,631 -2,217	-4%	-$94.5K	0.5%	38
2022 Q2	$2.29M	Buy	52,848 +1,405	+3%	+$66.9K	0.58%	35
2022 Q1	$2.59M	Sell	51,443 -14,448	-22%	-$735K	0.63%	34
2021 Q4	$3.32M	Buy	65,891 +74	+0.1%	+$3.78K	0.69%	29
2021 Q3	$3.35M	Sell	65,817 -217	-0.3%	-$11.2K	0.79%	27
2021 Q2	$3.42M	Buy	66,034 +548	+0.8%	+$29K	1.17%	23
2021 Q1	$3.34M	Buy	65,486 +1,400	+2%	+$69.6K	1.22%	24
2020 Q4	$3.02M	Buy	+64,086	New	+$2.82M	1.39%	19

Other funds holding EFV

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

Sax Wealth Advisors's EFV Position: Q2 2026 in Review

Sax Wealth Advisors reduced its iShares MSCI EAFE Value ETF (EFV) stake by 0.93% in Q2 2026, selling an estimated $131K and leaving 179,221 shares worth $13.3M. The position accounts for 0.54% of the portfolio, ranked #32.

Sax Wealth Advisors first reported a position in EFV in Q4 2020 and has held it in 23 quarters since. 1,249 funds tracked by Wall St. Rank hold EFV as of Q2 2026.

Sax Wealth Advisors held 179,221 shares of iShares MSCI EAFE Value ETF worth $13.3M as of Q2 2026.
Sax Wealth Advisors sold 1,686 iShares MSCI EAFE Value ETF shares in Q2 2026, an estimated $131K.
iShares MSCI EAFE Value ETF made up 0.54% of Sax Wealth Advisors's portfolio in Q2 2026, its #32 holding.
Sax Wealth Advisors first reported a position in iShares MSCI EAFE Value ETF in Q4 2020 and has held it in 23 quarters since.
1,249 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q2 2026.

Based on Sax Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.