Scissortail Wealth Management’s iShares MSCI EAFE Value ETF EFV Stock Holding History

Scissortail Wealth 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 Q1	$3.48M	Sell	46,762 -49,464	-51%	-$3.72M	0.7%	45
2025 Q4	$6.87M	Sell	96,226 -374	-0.4%	-$26K	1.57%	19
2025 Q3	$6.55M	Buy	96,600 +25,825	+36%	+$1.7M	1.43%	22
2025 Q2	$4.49M	Buy	70,775 +2,039	+3%	+$125K	1.08%	35
2025 Q1	$4.05M	Sell	68,736 -26,085	-28%	-$1.48M	1.04%	36
2024 Q4	$4.98M	Buy	94,821 +94,398	+22,316%	+$5.17M	1.27%	25
2024 Q3	$5.16M	Sell	423 -54,314	-99%	-$3M	1.25%	27
2024 Q2	$2.9M	Buy	54,737 +89	+0.2%	+$4.84K	0.74%	44
2024 Q1	$2.97M	Buy	+54,648	New	+$2.85M	0.79%	43
2022 Q4	–	Sell	-79,829	Closed	-$3.28M	–	134
2022 Q3	$3.28M	Buy	+79,829	New	+$3.4M	1.7%	17
2022 Q2	–	Sell	-84,221	Closed	-$3.74M	–	128
2022 Q1	$3.74M	Buy	+84,221	New	+$4.28M	1.84%	16

Other funds holding EFV

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Scissortail Wealth Management's EFV Position: Q1 2026 in Review

Scissortail Wealth Management reduced its iShares MSCI EAFE Value ETF (EFV) stake by 51% in Q1 2026, selling an estimated $3.72M and leaving 46,762 shares worth $3.48M. The position accounts for 0.7% of the portfolio, ranked #45.

Scissortail Wealth Management first reported a position in EFV in Q1 2022 and has held it in 11 quarters since. The position peaked at $6.87M in Q4 2025. 1,256 funds tracked by Wall St. Rank hold EFV as of Q1 2026.

Scissortail Wealth Management held 46,762 shares of iShares MSCI EAFE Value ETF worth $3.48M as of Q1 2026.
Scissortail Wealth Management sold 49,464 iShares MSCI EAFE Value ETF shares in Q1 2026, an estimated $3.72M.
iShares MSCI EAFE Value ETF made up 0.7% of Scissortail Wealth Management's portfolio in Q1 2026, its #45 holding.
Scissortail Wealth Management first reported a position in iShares MSCI EAFE Value ETF in Q1 2022 and has held it in 11 quarters since.
Scissortail Wealth Management's iShares MSCI EAFE Value ETF position peaked at $6.87M in Q4 2025.
1,256 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q1 2026.

Based on Scissortail Wealth Management's 13F filing for Q1 2026, filed 23 Apr 2026.