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

Silverlake 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 		$785K Sell
10,249
-918
-8% -$71.1K 0.15% 176
2026
Q1 		$830K Buy
11,167
+5,679
+103% +$427K 0.17% 154
2025
Q4 		$392K Buy
5,488
+716
+15% +$49.8K 0.09% 223
2025
Q3 		$324K Buy
4,772
+8
+0.2% +$527 0.08% 245
2025
Q2 		$302K Buy
+4,764
New +$291K 0.09% 234

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

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

Silverlake Wealth Management reduced its iShares MSCI EAFE Value ETF (EFV) stake by 8.2% in Q2 2026, selling an estimated $71.1K and leaving 10,249 shares worth $785K. The position accounts for 0.15% of the portfolio, ranked #176.

Silverlake Wealth Management first reported a position in EFV in Q2 2025 and has held it in 5 quarters since. The position peaked at $830K in Q1 2026. 1,246 funds tracked by Wall St. Rank hold EFV as of Q2 2026.

  • Silverlake Wealth Management held 10,249 shares of iShares MSCI EAFE Value ETF worth $785K as of Q2 2026.
  • Silverlake Wealth Management sold 918 iShares MSCI EAFE Value ETF shares in Q2 2026, an estimated $71.1K.
  • iShares MSCI EAFE Value ETF made up 0.15% of Silverlake Wealth Management's portfolio in Q2 2026, its #176 holding.
  • Silverlake Wealth Management first reported a position in iShares MSCI EAFE Value ETF in Q2 2025 and has held it in 5 quarters since.
  • Silverlake Wealth Management's iShares MSCI EAFE Value ETF position peaked at $830K in Q1 2026.
  • 1,246 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q2 2026.

Based on Silverlake Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.