Signal Advisors Wealth’s iShares MSCI EAFE Value ETF EFV Stock Holding History

Signal Advisors Wealth’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 Q1	$2.01M	Sell	26,993 -4,972	-16%	-$374K	0.14%	140
2025 Q4	$2.28M	Sell	31,965 -5,346	-14%	-$371K	0.18%	112
2025 Q3	$2.53M	Sell	37,311 -4,144	-10%	-$273K	0.23%	92
2025 Q2	$2.63M	Sell	41,455 -2,648	-6%	-$162K	0.21%	109
2025 Q1	$2.6M	Sell	44,103 -2,842	-6%	-$161K	0.25%	98
2024 Q4	$2.46M	Sell	46,945 -16,185	-26%	-$886K	0.28%	100
2024 Q3	$3.63M	Buy	+63,130	New	+$3.49M	0.52%	50
2024 Q2	–	Sell	-63,009	Closed	-$3.43M	–	132
2024 Q1	$3.43M	Sell	63,009 -437	-0.7%	-$22.8K	0.85%	34
2023 Q4	$3.31M	Buy	+63,446	New	+$3.14M	1.15%	24

Other funds holding EFV

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Signal Advisors Wealth's EFV Position: Q1 2026 in Review

Signal Advisors Wealth reduced its iShares MSCI EAFE Value ETF (EFV) stake by 16% in Q1 2026, selling an estimated $374K and leaving 26,993 shares worth $2.01M. The position accounts for 0.14% of the portfolio, ranked #140.

Signal Advisors Wealth first reported a position in EFV in Q4 2023 and has held it in 9 quarters since. The position peaked at $3.63M in Q3 2024. 1,254 funds tracked by Wall St. Rank hold EFV as of Q1 2026.

Signal Advisors Wealth held 26,993 shares of iShares MSCI EAFE Value ETF worth $2.01M as of Q1 2026.
Signal Advisors Wealth sold 4,972 iShares MSCI EAFE Value ETF shares in Q1 2026, an estimated $374K.
iShares MSCI EAFE Value ETF made up 0.14% of Signal Advisors Wealth's portfolio in Q1 2026, its #140 holding.
Signal Advisors Wealth first reported a position in iShares MSCI EAFE Value ETF in Q4 2023 and has held it in 9 quarters since.
Signal Advisors Wealth's iShares MSCI EAFE Value ETF position peaked at $3.63M in Q3 2024.
1,254 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q1 2026.

Based on Signal Advisors Wealth's 13F filing for Q1 2026, filed 17 Apr 2026.