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Semus Wealth Partners’s iShares MSCI EAFE Value ETF EFV Stock Holding History

Semus Wealth Partners’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 		$1.12M Sell
15,114
-549
-4% -$41.3K 0.63% 39
2025
Q4 		$1.12M Sell
15,663
-743
-5% -$51.6K 0.6% 40
2025
Q3 		$1.11M Sell
16,406
-1,366
-8% -$90K 0.63% 39
2025
Q2 		$1.13M Buy
17,772
+5,697
+47% +$349K 0.73% 35
2025
Q1 		$712K Sell
12,075
-2,500
-17% -$141K 0.5% 45
2024
Q4 		$765K Buy
14,575
+2,074
+17% +$114K 0.51% 43
2024
Q3 		$719K Buy
12,501
+8,237
+193% +$455K 0.5% 43
2024
Q2 		$226K Sell
4,264
-1,923
-31% -$105K 0.17% 99
2024
Q1 		$337K Sell
6,187
-7,106
-53% -$371K 0.28% 79
2023
Q4 		$693K Buy
13,293
+2,295
+21% +$114K 0.57% 37
2023
Q3 		$538K Buy
10,998
+3,367
+44% +$167K 0.5% 43
2023
Q2 		$373K Buy
7,631
+929
+14% +$45.7K 0.34% 64
2023
Q1 		$325K Sell
6,702
-1,800
-21% -$87.1K 0.35% 69
2022
Q4 		$390K Buy
+8,502
New +$369K 0.47% 58

Other funds holding EFV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Ameriprise
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

Semus Wealth Partners's EFV Position: Q1 2026 in Review

Semus Wealth Partners reduced its iShares MSCI EAFE Value ETF (EFV) stake by 3.5% in Q1 2026, selling an estimated $41.3K and leaving 15,114 shares worth $1.12M. The position accounts for 0.63% of the portfolio, ranked #39.

Semus Wealth Partners first reported a position in EFV in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.13M in Q2 2025. 1,255 funds tracked by Wall St. Rank hold EFV as of Q1 2026.

  • Semus Wealth Partners held 15,114 shares of iShares MSCI EAFE Value ETF worth $1.12M as of Q1 2026.
  • Semus Wealth Partners sold 549 iShares MSCI EAFE Value ETF shares in Q1 2026, an estimated $41.3K.
  • iShares MSCI EAFE Value ETF made up 0.63% of Semus Wealth Partners's portfolio in Q1 2026, its #39 holding.
  • Semus Wealth Partners first reported a position in iShares MSCI EAFE Value ETF in Q4 2022 and has held it in 14 quarters since.
  • Semus Wealth Partners's iShares MSCI EAFE Value ETF position peaked at $1.13M in Q2 2025.
  • 1,255 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q1 2026.

Based on Semus Wealth Partners's 13F filing for Q1 2026, filed 24 Apr 2026.