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SigFig Wealth Management’s iShares MSCI EAFE Value ETF EFV Stock Holding History

SigFig Wealth Management’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 		$3.36M Sell
43,820
-64,856
-60% -$5.02M 0.09% 65
2026
Q1 		$8.08M Sell
108,676
-9,592
-8% -$721K 0.24% 35
2025
Q4 		$8.45M Sell
118,268
-8,067
-6% -$561K 0.25% 45
2025
Q3 		$8.54M Sell
126,335
-25,789
-17% -$1.7M 0.26% 44
2025
Q2 		$9.66M Buy
152,124
+44,345
+41% +$2.71M 0.32% 42
2025
Q1 		$6.41M Sell
107,779
-26,428
-20% -$1.5M 0.23% 45
2024
Q4 		$7.03M Buy
134,207
+21,213
+19% +$1.16M 0.25% 42
2024
Q3 		$6.54M Buy
112,994
+63,225
+127% +$3.49M 0.24% 47
2024
Q2 		$2.64M Sell
49,769
-30,411
-38% -$1.65M 0.1% 69
2024
Q1 		$4.36M Sell
80,180
-32,411
-29% -$1.69M 0.16% 55
2023
Q4 		$5.87M Sell
112,591
-12,810
-10% -$634K 0.22% 47
2023
Q3 		$6.14M Buy
125,401
+36,000
+40% +$1.78M 0.25% 42
2023
Q2 		$4.33M Buy
89,401
+2,353
+3% +$116K 0.17% 57
2023
Q1 		$4.22M Sell
87,048
-29,838
-26% -$1.44M 0.23% 53
2022
Q4 		$6.17M Buy
116,886
+16,085
+16% +$698K 0.31% 36
2022
Q3 		$6.06M Sell
100,801
-13,515
-12% -$576K 0.32% 35
2022
Q2 		$5.73M Buy
114,316
+19,829
+21% +$944K 0.3% 37
2022
Q1 		$5.09M Sell
94,487
-1,287
-1% -$65.4K 0.24% 40
2021
Q4 		$4.69M Buy
95,774
+15,843
+20% +$809K 0.22% 41
2021
Q3 		$4.06M Buy
79,931
+2,350
+3% +$122K 0.2% 40
2021
Q2 		$4.02M Buy
77,581
+22,387
+41% +$1.18M 0.21% 40
2021
Q1 		$2.81M Buy
+55,194
New +$2.74M 0.17% 41

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

SigFig Wealth Management's EFV Position: Q2 2026 in Review

SigFig Wealth Management reduced its iShares MSCI EAFE Value ETF (EFV) stake by 60% in Q2 2026, selling an estimated $5.02M and leaving 43,820 shares worth $3.36M. The position accounts for 0.09% of the portfolio, ranked #65.

SigFig Wealth Management first reported a position in EFV in Q1 2021 and has held it in 22 quarters since. The position peaked at $9.66M in Q2 2025. 1,246 funds tracked by Wall St. Rank hold EFV as of Q2 2026.

  • SigFig Wealth Management held 43,820 shares of iShares MSCI EAFE Value ETF worth $3.36M as of Q2 2026.
  • SigFig Wealth Management sold 64,856 iShares MSCI EAFE Value ETF shares in Q2 2026, an estimated $5.02M.
  • iShares MSCI EAFE Value ETF made up 0.09% of SigFig Wealth Management's portfolio in Q2 2026, its #65 holding.
  • SigFig Wealth Management first reported a position in iShares MSCI EAFE Value ETF in Q1 2021 and has held it in 22 quarters since.
  • SigFig Wealth Management's iShares MSCI EAFE Value ETF position peaked at $9.66M in Q2 2025.
  • 1,246 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q2 2026.

Based on SigFig Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.