Shared Vision Wealth Group’s iShares MSCI EAFE Value ETF EFV Stock Holding History

Shared Vision Wealth Group’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	$4M	Sell	52,233 -36,579	-41%	-$2.83M	1.37%	16
2026 Q1	$6.6M	Sell	88,812 -4,130	-4%	-$310K	2.69%	9
2025 Q4	$6.9M	Sell	92,942 -6,853	-7%	-$476K	2.79%	8
2025 Q3	$6.8M	Sell	99,795 -4,543	-4%	-$299K	2.88%	7
2025 Q2	$6.61M	Buy	104,338 +14,595	+16%	+$893K	3.3%	6
2025 Q1	$5.29M	Sell	89,743 -11,964	-12%	-$677K	2.89%	8
2024 Q4	$5.34M	Buy	101,707 +8,266	+9%	+$453K	2.81%	8
2024 Q3	$5.38M	Buy	93,441 +39,457	+73%	+$2.18M	2.87%	8
2024 Q2	$2.86M	Sell	53,984 -18,760	-26%	-$1.02M	1.67%	11
2024 Q1	$3.96M	Sell	72,744 -25,888	-26%	-$1.35M	2.47%	7
2023 Q4	$5.14M	Buy	+98,632	New	+$4.88M	3.43%	5

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

Shared Vision Wealth Group's EFV Position: Q2 2026 in Review

Shared Vision Wealth Group reduced its iShares MSCI EAFE Value ETF (EFV) stake by 41% in Q2 2026, selling an estimated $2.83M and leaving 52,233 shares worth $4M. The position accounts for 1.37% of the portfolio, ranked #16.

Shared Vision Wealth Group first reported a position in EFV in Q4 2023 and has held it in 11 quarters since. The position peaked at $6.9M in Q4 2025. 1,249 funds tracked by Wall St. Rank hold EFV as of Q2 2026.

Shared Vision Wealth Group held 52,233 shares of iShares MSCI EAFE Value ETF worth $4M as of Q2 2026.
Shared Vision Wealth Group sold 36,579 iShares MSCI EAFE Value ETF shares in Q2 2026, an estimated $2.83M.
iShares MSCI EAFE Value ETF made up 1.37% of Shared Vision Wealth Group's portfolio in Q2 2026, its #16 holding.
Shared Vision Wealth Group first reported a position in iShares MSCI EAFE Value ETF in Q4 2023 and has held it in 11 quarters since.
Shared Vision Wealth Group's iShares MSCI EAFE Value ETF position peaked at $6.9M in Q4 2025.
1,249 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q2 2026.

Based on Shared Vision Wealth Group's 13F filing for Q2 2026, filed 31 Jul 2026.