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

Seldon 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	$2.37M	Hold	31,000	–	–	0.74%	30
2026 Q1	$2.3M	Hold	31,000	–	–	0.85%	27
2025 Q4	$2.21M	Hold	31,000	–	–	0.77%	29
2025 Q3	$2.1M	Hold	31,000	–	–	0.74%	28
2025 Q2	$1.97M	Hold	31,000	–	–	0.85%	25
2025 Q1	$1.83M	Hold	31,000	–	–	1.15%	23
2024 Q4	$1.63M	Hold	31,000	–	–	0.67%	26
2024 Q3	$1.78M	Hold	31,000	–	–	1.01%	21
2024 Q2	$1.64M	Hold	31,000	–	–	0.9%	21
2024 Q1	$1.69M	Hold	31,000	–	–	1.02%	20
2023 Q4	$1.62M	Hold	31,000	–	–	1.17%	18
2023 Q3	$1.52M	Hold	31,000	–	–	1.3%	17
2023 Q2	$1.52M	Hold	31,000	–	–	1.41%	20
2023 Q1	$1.5M	Hold	31,000	–	–	1.51%	18
2022 Q4	$1.42M	Hold	31,000	–	–	1.23%	19
2022 Q3	$1.19M	Hold	31,000	–	–	0.85%	26
2022 Q2	$1.34M	Sell	31,000 -43,000	-58%	-$2.05M	0.78%	26
2022 Q1	$3.72M	Hold	74,000	–	–	2.19%	16
2021 Q4	$3.73M	Buy	+74,000	New	+$3.78M	2.4%	14

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

Seldon Capital's EFV Position: Q2 2026 in Review

Seldon Capital held its iShares MSCI EAFE Value ETF (EFV) position steady in Q2 2026 at 31,000 shares worth $2.37M. The position accounts for 0.74% of the portfolio, ranked #30.

Seldon Capital first reported a position in EFV in Q4 2021 and has held it in 19 quarters since. The position peaked at $3.73M in Q4 2021. 1,245 funds tracked by Wall St. Rank hold EFV as of Q2 2026.

Seldon Capital held 31,000 shares of iShares MSCI EAFE Value ETF worth $2.37M as of Q2 2026.
Seldon Capital left its iShares MSCI EAFE Value ETF share count unchanged in Q2 2026.
iShares MSCI EAFE Value ETF made up 0.74% of Seldon Capital's portfolio in Q2 2026, its #30 holding.
Seldon Capital first reported a position in iShares MSCI EAFE Value ETF in Q4 2021 and has held it in 19 quarters since.
Seldon Capital's iShares MSCI EAFE Value ETF position peaked at $3.73M in Q4 2021.
1,245 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q2 2026.

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