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 Q2	$1.27M	Sell	16,611 -10,382	-38%	-$804K	0.06%	234
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 $424B AUM 22.96% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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 Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Signal Advisors Wealth's EFV Position: Q2 2026 in Review

Signal Advisors Wealth reduced its iShares MSCI EAFE Value ETF (EFV) stake by 38% in Q2 2026, selling an estimated $804K and leaving 16,611 shares worth $1.27M. The position accounts for 0.06% of the portfolio, ranked #234.

Signal Advisors Wealth first reported a position in EFV in Q4 2023 and has held it in 10 quarters since. The position peaked at $3.63M in Q3 2024. 1,251 funds tracked by Wall St. Rank hold EFV as of Q2 2026.

Signal Advisors Wealth held 16,611 shares of iShares MSCI EAFE Value ETF worth $1.27M as of Q2 2026.
Signal Advisors Wealth sold 10,382 iShares MSCI EAFE Value ETF shares in Q2 2026, an estimated $804K.
iShares MSCI EAFE Value ETF made up 0.06% of Signal Advisors Wealth's portfolio in Q2 2026, its #234 holding.
Signal Advisors Wealth first reported a position in iShares MSCI EAFE Value ETF in Q4 2023 and has held it in 10 quarters since.
Signal Advisors Wealth's iShares MSCI EAFE Value ETF position peaked at $3.63M in Q3 2024.
1,251 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q2 2026.

Based on Signal Advisors Wealth's 13F filing for Q2 2026, filed 4 Aug 2026.