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

Stone Summit 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 		– Sell
-3,213
Closed -$229K – 143
2025
Q4 		$229K Hold
3,213
– – 0.06% 137
2025
Q3 		$218K Sell
3,213
-53
-2% -$3.49K 0.06% 142
2025
Q2 		$207K Buy
+3,266
New +$200K 0.06% 140
2023
Q1 		– Sell
-10,878
Closed -$499K – 134
2022
Q4 		$499K Buy
10,878
+1,440
+15% +$62.5K 0.24% 86
2022
Q3 		$364K Sell
9,438
-20
-0.2% -$853 0.22% 92
2022
Q2 		$410K Buy
9,458
+77
+0.8% +$3.67K 0.24% 89
2022
Q1 		$477K Sell
9,381
-947
-9% -$48.1K 0.27% 88
2021
Q4 		$521K Buy
+10,328
New +$527K 0.42% 74

Other funds holding EFV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Ameriprise
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

Stone Summit Wealth's EFV Position: Q1 2026 in Review

Stone Summit Wealth sold out of iShares MSCI EAFE Value ETF (EFV) in Q1 2026, closing a stake of 3,213 shares — an estimated $229K sold.

Stone Summit Wealth first reported a position in EFV in Q4 2021 and held it in 8 quarters. The position peaked at $521K in Q4 2021. 1,254 funds tracked by Wall St. Rank hold EFV as of Q1 2026.

  • Stone Summit Wealth reported no remaining iShares MSCI EAFE Value ETF position as of Q1 2026 after selling out during the quarter.
  • Stone Summit Wealth sold 3,213 iShares MSCI EAFE Value ETF shares in Q1 2026, an estimated $229K.
  • Stone Summit Wealth first reported a position in iShares MSCI EAFE Value ETF in Q4 2021 and held it in 8 quarters.
  • Stone Summit Wealth's iShares MSCI EAFE Value ETF position peaked at $521K in Q4 2021.
  • 1,254 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q1 2026.

Based on Stone Summit Wealth's 13F filing for Q1 2026, filed 23 Apr 2026.