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

Shearwater 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 		$222K Hold
2,898
– – 0.11% 64
2026
Q1 		$215K Hold
2,898
– – 0.11% 66
2025
Q4 		$207K Buy
+2,898
New +$201K 0.12% 52

Other funds holding EFV

AOI
Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Shearwater Capital's EFV Position: Q2 2026 in Review

Shearwater Capital held its iShares MSCI EAFE Value ETF (EFV) position steady in Q2 2026 at 2,898 shares worth $222K. The position accounts for 0.11% of the portfolio, ranked #64.

Shearwater Capital first reported a position in EFV in Q4 2025 and has held it in 3 quarters since. 615 funds tracked by Wall St. Rank hold EFV as of Q2 2026.

  • Shearwater Capital held 2,898 shares of iShares MSCI EAFE Value ETF worth $222K as of Q2 2026.
  • Shearwater Capital left its iShares MSCI EAFE Value ETF share count unchanged in Q2 2026.
  • iShares MSCI EAFE Value ETF made up 0.11% of Shearwater Capital's portfolio in Q2 2026, its #64 holding.
  • Shearwater Capital first reported a position in iShares MSCI EAFE Value ETF in Q4 2025 and has held it in 3 quarters since.
  • 615 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q2 2026.

Based on Shearwater Capital's 13F filing for Q2 2026, filed 8 Jul 2026.