Schoolcraft Capital’s iShares MSCI EAFE Value ETF EFV Stock Holding History

Schoolcraft Capital’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	–	Sell	-2,833	Closed	-$211K	–	68
2026 Q1	$211K	Sell	2,833 -1,300	-31%	-$97.7K	0.04%	64
2025 Q4	$295K	Hold	4,133	–	–	0.06%	60
2025 Q3	$280K	Sell	4,133 -168	-4%	-$11.1K	0.06%	60
2025 Q2	$273K	Sell	4,301 -159	-4%	-$9.73K	0.06%	60
2025 Q1	$263K	Sell	4,460 -65	-1%	-$3.68K	0.05%	67
2024 Q4	$237K	Buy	4,525 +2	+0%	+$110	0.05%	65
2024 Q3	$260K	Hold	4,523	–	–	0.05%	64
2024 Q2	$240K	Buy	4,523 +783	+21%	+$42.6K	0.05%	63
2024 Q1	$203K	Buy	+3,740	New	+$195K	0.05%	64

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

Schoolcraft Capital's EFV Position: Q2 2026 in Review

Schoolcraft Capital sold out of iShares MSCI EAFE Value ETF (EFV) in Q2 2026, closing a stake of 2,833 shares — an estimated $211K sold.

Schoolcraft Capital first reported a position in EFV in Q1 2024 and held it in 9 quarters. The position peaked at $295K in Q4 2025. 1,251 funds tracked by Wall St. Rank hold EFV as of Q2 2026.

Schoolcraft Capital reported no remaining iShares MSCI EAFE Value ETF position as of Q2 2026 after selling out during the quarter.
Schoolcraft Capital sold 2,833 iShares MSCI EAFE Value ETF shares in Q2 2026, an estimated $211K.
Schoolcraft Capital first reported a position in iShares MSCI EAFE Value ETF in Q1 2024 and held it in 9 quarters.
Schoolcraft Capital's iShares MSCI EAFE Value ETF position peaked at $295K in Q4 2025.
1,251 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q2 2026.

Based on Schoolcraft Capital's 13F filing for Q2 2026, filed 11 Aug 2026.