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Strategic Blueprint’s iShares MSCI EAFE Value ETF EFV Stock Holding History

Strategic Blueprint’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 		$15.3M Sell
199,365
-107,373
-35% -$8.31M 0.76% 25
2026
Q1 		$22.8M Sell
306,738
-19,003
-6% -$1.43M 1.33% 10
2025
Q4 		$23.3M Sell
325,741
-68,758
-17% -$4.78M 1.37% 10
2025
Q3 		$26.8M Sell
394,499
-12,324
-3% -$812K 1.17% 14
2025
Q2 		$25.8M Buy
406,823
+101,969
+33% +$6.24M 1.27% 12
2025
Q1 		$18M Sell
304,854
-58,365
-16% -$3.3M 0.98% 19
2024
Q4 		$19.1M Buy
363,219
+27,461
+8% +$1.5M 1.13% 15
2024
Q3 		$19.3M Buy
335,758
+117,968
+54% +$6.51M 1.2% 14
2024
Q2 		$11.6M Sell
217,790
-89,581
-29% -$4.87M 0.78% 24
2024
Q1 		$16.7M Sell
307,371
-23,911
-7% -$1.25M 1.19% 15
2023
Q4 		$17.3M Sell
331,282
-15,226
-4% -$753K 1.42% 10
2023
Q3 		$17M Buy
346,508
+69,858
+25% +$3.46M 1.56% 12
2023
Q2 		$13.5M Sell
276,650
-35,972
-12% -$1.77M 1.29% 16
2023
Q1 		$15.2M Sell
312,622
-3,730
-1% -$181K 1.56% 8
2022
Q4 		$14.5M Sell
316,352
-2,268
-0.7% -$98.5K 1.68% 7
2022
Q3 		$12.3M Sell
318,620
-13,280
-4% -$566K 1.47% 6
2022
Q2 		$14.4M Sell
331,900
-1,767
-0.5% -$84.1K 1.77% 6
2022
Q1 		$16.8M Buy
333,667
+13,130
+4% +$668K 1.95% 6
2021
Q4 		$16.2M Buy
320,537
+63,524
+25% +$3.24M 2.04% 7
2021
Q3 		$13.1M Buy
257,013
+79,323
+45% +$4.11M 2.03% 9
2021
Q2 		$9.2M Buy
177,690
+70,494
+66% +$3.73M 1.44% 11
2021
Q1 		$5.46M Buy
+107,196
New +$5.33M 1.16% 16
2019
Q4 		– Sell
-1,384
Closed -$66K – 182
2019
Q3 		$66K Buy
+1,384
New +$64.5K 0.05% 130

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
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 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
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Strategic Blueprint's EFV Position: Q2 2026 in Review

Strategic Blueprint reduced its iShares MSCI EAFE Value ETF (EFV) stake by 35% in Q2 2026, selling an estimated $8.31M and leaving 199,365 shares worth $15.3M. The position accounts for 0.76% of the portfolio, ranked #25.

Strategic Blueprint first reported a position in EFV in Q3 2019 and has held it in 23 quarters since. The position peaked at $26.8M in Q3 2025. 576 funds tracked by Wall St. Rank hold EFV as of Q2 2026.

  • Strategic Blueprint held 199,365 shares of iShares MSCI EAFE Value ETF worth $15.3M as of Q2 2026.
  • Strategic Blueprint sold 107,373 iShares MSCI EAFE Value ETF shares in Q2 2026, an estimated $8.31M.
  • iShares MSCI EAFE Value ETF made up 0.76% of Strategic Blueprint's portfolio in Q2 2026, its #25 holding.
  • Strategic Blueprint first reported a position in iShares MSCI EAFE Value ETF in Q3 2019 and has held it in 23 quarters since.
  • Strategic Blueprint's iShares MSCI EAFE Value ETF position peaked at $26.8M in Q3 2025.
  • 576 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q2 2026.

Based on Strategic Blueprint's 13F filing for Q2 2026, filed 23 Jul 2026.