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

ShoreHaven 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
Q2 		$4.09M Sell
53,441
-27,414
-34% -$2.12M 1.29% 21
2026
Q1 		$6.01M Sell
80,855
-16,432
-17% -$1.23M 2.16% 14
2025
Q4 		$6.95M Sell
97,287
-14,162
-13% -$984K 2.5% 10
2025
Q3 		$7.56M Sell
111,449
-56,206
-34% -$3.7M 2.79% 9
2025
Q2 		$10.6M Buy
167,655
+62,174
+59% +$3.8M 4.36% 5
2025
Q1 		$6.22M Sell
105,481
-36,425
-26% -$2.06M 2.98% 7
2024
Q4 		$7.45M Buy
141,906
+14,181
+11% +$777K 3.52% 7
2024
Q3 		$7.35M Buy
127,725
+45,652
+56% +$2.52M 3.54% 9
2024
Q2 		$4.35M Buy
82,073
+4,165
+5% +$226K 2.29% 13
2024
Q1 		$4.24M Sell
77,908
-19,954
-20% -$1.04M 2.33% 13
2023
Q4 		$5.1M Sell
97,862
-13,341
-12% -$660K 3.1% 7
2023
Q3 		$5.44M Buy
111,203
+33,187
+43% +$1.64M 3.74% 6
2023
Q2 		$3.82M Buy
78,016
+2,676
+4% +$132K 2.55% 13
2023
Q1 		$3.66M Sell
75,340
-15,287
-17% -$740K 2.57% 11
2022
Q4 		$4.16M Buy
90,627
+21,539
+31% +$935K 2.93% 7
2022
Q3 		$2.66M Sell
69,088
-12,522
-15% -$534K 2.03% 13
2022
Q2 		$3.54M Sell
81,610
-19,455
-19% -$926K 2.54% 9
2022
Q1 		$5.08M Buy
+101,065
New +$5.14M 2.68% 12

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

ShoreHaven Wealth Partners's EFV Position: Q2 2026 in Review

ShoreHaven Wealth Partners reduced its iShares MSCI EAFE Value ETF (EFV) stake by 34% in Q2 2026, selling an estimated $2.12M and leaving 53,441 shares worth $4.09M. The position accounts for 1.29% of the portfolio, ranked #21.

ShoreHaven Wealth Partners first reported a position in EFV in Q1 2022 and has held it in 18 quarters since. The position peaked at $10.6M in Q2 2025. 1,245 funds tracked by Wall St. Rank hold EFV as of Q2 2026.

  • ShoreHaven Wealth Partners held 53,441 shares of iShares MSCI EAFE Value ETF worth $4.09M as of Q2 2026.
  • ShoreHaven Wealth Partners sold 27,414 iShares MSCI EAFE Value ETF shares in Q2 2026, an estimated $2.12M.
  • iShares MSCI EAFE Value ETF made up 1.29% of ShoreHaven Wealth Partners's portfolio in Q2 2026, its #21 holding.
  • ShoreHaven Wealth Partners first reported a position in iShares MSCI EAFE Value ETF in Q1 2022 and has held it in 18 quarters since.
  • ShoreHaven Wealth Partners's iShares MSCI EAFE Value ETF position peaked at $10.6M in Q2 2025.
  • 1,245 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q2 2026.

Based on ShoreHaven Wealth Partners's 13F filing for Q2 2026, filed 14 Jul 2026.