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

SOA Wealth Advisors’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 		$137K Sell
1,792
-386
-18% -$29.9K 0.02% 255
2026
Q1 		$162K Sell
2,178
-56
-3% -$4.21K 0.03% 218
2025
Q4 		$160K Sell
2,234
-416
-16% -$28.9K 0.03% 229
2025
Q3 		$180K Sell
2,650
-1,073
-29% -$70.7K 0.03% 213
2025
Q2 		$236K Sell
3,723
-733
-16% -$44.9K 0.04% 183
2025
Q1 		$263K Hold
4,456
– – 0.05% 164
2024
Q4 		$234K Sell
4,456
-209
-4% -$11.4K 0.04% 166
2024
Q3 		$268K Hold
4,665
– – 0.05% 156
2024
Q2 		$247K Buy
4,665
+17
+0.4% +$924 0.05% 160
2024
Q1 		$253K Hold
4,648
– – 0.05% 159
2023
Q4 		$242K Buy
4,648
+11
+0.2% +$544 0.05% 155
2023
Q3 		$227K Sell
4,637
-231
-5% -$11.4K 0.06% 153
2023
Q2 		$238K Sell
4,868
-6,340
-57% -$312K 0.06% 148
2023
Q1 		$544K Sell
11,208
-40
-0.4% -$1.94K 0.13% 87
2022
Q4 		$516K Sell
11,248
-1,900
-14% -$82.5K 0.14% 86
2022
Q3 		$506K Buy
13,148
+250
+2% +$10.7K 0.15% 75
2022
Q2 		$559K Sell
12,898
-3,129
-20% -$149K 0.16% 76
2022
Q1 		$805K Buy
16,027
+7
+0% +$356 0.2% 77
2021
Q4 		$806K Buy
16,020
+268
+2% +$13.7K 0.2% 75
2021
Q3 		$801K Sell
15,752
-1,876
-11% -$97.2K 0.21% 73
2021
Q2 		$912K Sell
17,628
-4,468
-20% -$236K 0.23% 70
2021
Q1 		$1.13M Sell
22,096
-2,455
-10% -$122K 0.32% 62
2020
Q4 		$1.21M Buy
+24,551
New +$1.08M 0.33% 59

Other funds holding EFV

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
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
FSWA
Financial Synergies Wealth Advisors Houston, Texas $1.18B AUM 31.41% 1-Year Est. Return
BAM
Brave Asset Management Summit, New Jersey $467M AUM 33.05% 1-Year Est. Return
CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return

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

SOA Wealth Advisors reduced its iShares MSCI EAFE Value ETF (EFV) stake by 18% in Q2 2026, selling an estimated $29.9K and leaving 1,792 shares worth $137K. The position accounts for 0.02% of the portfolio, ranked #255.

SOA Wealth Advisors first reported a position in EFV in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.21M in Q4 2020. 311 funds tracked by Wall St. Rank hold EFV as of Q2 2026.

  • SOA Wealth Advisors held 1,792 shares of iShares MSCI EAFE Value ETF worth $137K as of Q2 2026.
  • SOA Wealth Advisors sold 386 iShares MSCI EAFE Value ETF shares in Q2 2026, an estimated $29.9K.
  • iShares MSCI EAFE Value ETF made up 0.02% of SOA Wealth Advisors's portfolio in Q2 2026, its #255 holding.
  • SOA Wealth Advisors first reported a position in iShares MSCI EAFE Value ETF in Q4 2020 and has held it in 23 quarters since.
  • SOA Wealth Advisors's iShares MSCI EAFE Value ETF position peaked at $1.21M in Q4 2020.
  • 311 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q2 2026.

Based on SOA Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.