SW
EFV icon

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

SteelPeak 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 		$9.67M Sell
126,309
-201,265
-61% -$15.6M 0.25% 84
2026
Q1 		$24.4M Sell
327,574
-36,879
-10% -$2.77M 0.74% 30
2025
Q4 		$26M Sell
364,453
-56,833
-13% -$3.95M 0.85% 28
2025
Q3 		$28.6M Sell
421,286
-97,130
-19% -$6.4M 0.95% 22
2025
Q2 		$32.9M Buy
518,416
+180,752
+54% +$11.1M 1.27% 19
2025
Q1 		$19.9M Sell
337,664
-30,507
-8% -$1.73M 0.83% 27
2024
Q4 		$19.3M Sell
368,171
-26,656
-7% -$1.46M 0.78% 27
2024
Q3 		$22.7M Buy
394,827
+248,409
+170% +$13.7M 0.99% 24
2024
Q2 		$7.77M Sell
146,418
-82,235
-36% -$4.47M 0.36% 62
2024
Q1 		$12.4M Sell
228,653
-92,260
-29% -$4.82M 0.63% 39
2023
Q4 		$16.7M Sell
320,913
-64,251
-17% -$3.18M 0.97% 23
2023
Q3 		$18.8M Buy
385,164
+126,568
+49% +$6.27M 1.18% 17
2023
Q2 		$12.7M Sell
258,596
-287
-0.1% -$14.1K 0.75% 38
2023
Q1 		$12.6M Sell
258,883
-55,119
-18% -$2.67M 0.85% 34
2022
Q4 		$14.4M Sell
314,002
-9,704
-3% -$421K 1.06% 21
2022
Q3 		$12.5M Sell
323,706
-44,675
-12% -$1.9M 0.93% 27
2022
Q2 		$16M Buy
368,381
+9,205
+3% +$438K 1.15% 17
2022
Q1 		$18.1M Sell
359,176
-33,226
-8% -$1.69M 1.02% 22
2021
Q4 		$19.8M Buy
392,402
+39,841
+11% +$2.03M 1.12% 21
2021
Q3 		$17.9M Sell
352,561
-24,601
-7% -$1.27M 1.18% 18
2021
Q2 		$19.5M Buy
377,162
+132,167
+54% +$6.99M 1.36% 17
2021
Q1 		$12.5M Buy
+244,995
New +$12.2M 0.98% 28

Other funds holding EFV

AOI
Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 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
BAM
Brave Asset Management Summit, New Jersey $467M AUM 33.05% 1-Year Est. Return
OWA
Octavia Wealth Advisors Cincinnati, Ohio $1.16B AUM 25.42% 1-Year Est. Return
WFPG
Waller Financial Planning Group Columbus, Ohio $486M AUM 17.78% 1-Year Est. Return
ACA
Affinity Capital Advisors Berkeley, California $810M AUM 24.85% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
ICMP
Integrated Capital Management (Pennsylvania) Jessup, Pennsylvania $143M AUM 18.2% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return