Shum Financial Group’s iShares MSCI EAFE Value ETF EFV Stock Holding History

Shum Financial 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	$11.9M	Buy	155,552 +5,390	+4%	+$417K	7.18%	2
2026 Q1	$11.2M	Buy	150,162 +2,776	+2%	+$209K	7.89%	2
2025 Q4	$10.5M	Buy	147,386 +5,326	+4%	+$370K	7.58%	1
2025 Q3	$9.64M	Buy	+142,060	New	+$9.36M	7.19%	1
2025 Q1	$4.76M	Buy	80,721 +1,324	+2%	+$74.9K	4.12%	4
2024 Q4	$4.17M	Buy	79,397 +1,290	+2%	+$70.6K	3.6%	6
2024 Q3	$4.37M	Buy	+78,107	New	+$4.31M	3.64%	6

Other funds holding EFV

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

OCA

OpenArc Corporate Advisory Atlanta, Georgia $8.41B AUM

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

HMH

Hackensack Meridian Health Edison, New Jersey $1.48B AUM 21% 1-Year Est. Return

SWP

Sagespring Wealth Partners Franklin, Tennessee $6.51B AUM 25.32% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Shum Financial Group's EFV Position: Q2 2026 in Review

Shum Financial Group increased its iShares MSCI EAFE Value ETF (EFV) stake by 3.6% in Q2 2026, buying an estimated $417K and bringing the position to 155,552 shares worth $11.9M. The position accounts for 7.18% of the portfolio, ranked #2.

Shum Financial Group first reported a position in EFV in Q3 2024 and has held it in 7 quarters since. 785 funds tracked by Wall St. Rank hold EFV as of Q2 2026.

Shum Financial Group held 155,552 shares of iShares MSCI EAFE Value ETF worth $11.9M as of Q2 2026.
Shum Financial Group bought 5,390 iShares MSCI EAFE Value ETF shares in Q2 2026, an estimated $417K.
iShares MSCI EAFE Value ETF made up 7.18% of Shum Financial Group's portfolio in Q2 2026, its #2 holding.
Shum Financial Group first reported a position in iShares MSCI EAFE Value ETF in Q3 2024 and has held it in 7 quarters since.
785 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q2 2026.

Based on Shum Financial Group's 13F filing for Q2 2026, filed 22 Jul 2026.