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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
Q2 		– Sell
-46,762
Closed -$3.48M – 115
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
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

Scissortail Wealth Management's EFV Position: Q2 2026 in Review

Scissortail Wealth Management sold out of iShares MSCI EAFE Value ETF (EFV) in Q2 2026, closing a stake of 46,762 shares — an estimated $3.48M sold.

Scissortail Wealth Management first reported a position in EFV in Q1 2022 and held it in 11 quarters. The position peaked at $6.87M in Q4 2025. 1,251 funds tracked by Wall St. Rank hold EFV as of Q2 2026.

  • Scissortail Wealth Management reported no remaining iShares MSCI EAFE Value ETF position as of Q2 2026 after selling out during the quarter.
  • Scissortail Wealth Management sold 46,762 iShares MSCI EAFE Value ETF shares in Q2 2026, an estimated $3.48M.
  • Scissortail Wealth Management first reported a position in iShares MSCI EAFE Value ETF in Q1 2022 and held it in 11 quarters.
  • Scissortail Wealth Management's iShares MSCI EAFE Value ETF position peaked at $6.87M in Q4 2025.
  • 1,251 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q2 2026.

Based on Scissortail Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.