TD Private Client Wealth’s iShares MSCI EAFE Value ETF EFV Stock Holding History

TD Private Client 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	$28.3M	Buy	370,014 +5,313	+1%	+$411K	0.52%	37
2026 Q1	$27.1M	Buy	364,701 +265,793	+269%	+$20M	0.56%	34
2025 Q4	$7.06M	Buy	98,908 +50,191	+103%	+$3.49M	0.15%	91
2025 Q3	$3.3M	Buy	48,717 +9,667	+25%	+$637K	0.07%	189
2025 Q2	$2.48M	Buy	39,050 +3,796	+11%	+$232K	0.06%	212
2025 Q1	$2.08M	Buy	35,254 +1,108	+3%	+$62.7K	0.06%	216
2024 Q4	$1.79M	Buy	34,146 +3,051	+10%	+$167K	0.05%	246
2024 Q3	$1.79M	Buy	31,095 +1,543	+5%	+$85.2K	0.05%	262
2024 Q2	$1.57M	Buy	29,552 +1,841	+7%	+$100K	0.05%	278
2024 Q1	$1.51M	Buy	27,711 +2,021	+8%	+$105K	0.05%	284
2023 Q4	$1.34M	Buy	25,690 +9,751	+61%	+$483K	0.05%	290
2023 Q3	$780K	Buy	15,939 +1,875	+13%	+$92.9K	0.03%	348
2023 Q2	$688K	Buy	14,064 +851	+6%	+$41.9K	0.03%	398
2023 Q1	$641K	Sell	13,213 -9,507	-42%	-$460K	0.03%	394
2022 Q4	$1.04M	Sell	22,720 -790	-3%	-$34.3K	0.05%	317
2022 Q3	$906K	Buy	23,510 +7,418	+46%	+$316K	0.05%	325
2022 Q2	$698K	Sell	16,092 -1,209	-7%	-$57.6K	0.03%	372
2022 Q1	$870K	Sell	17,301 -6,382	-27%	-$324K	0.04%	356
2021 Q4	$1.19M	Buy	23,683 +8,943	+61%	+$457K	0.05%	314
2021 Q3	$750K	Buy	14,740 +718	+5%	+$37.2K	0.03%	358
2021 Q2	$726K	Sell	14,022 -867	-6%	-$45.9K	0.03%	367
2021 Q1	$759K	Sell	14,889 -35,932	-71%	-$1.79M	0.04%	342
2020 Q4	$2.4M	Buy	50,821 +30,115	+145%	+$1.33M	0.12%	182
2020 Q3	$835K	Sell	20,706 -350	-2%	-$14.5K	0.05%	307
2020 Q2	$842K	Sell	21,056 -97	-0.5%	-$3.7K	0.05%	302
2020 Q1	$755K	Sell	21,153 -2,282	-10%	-$102K	0.05%	263
2019 Q4	$1.17M	Buy	+23,435	New	+$1.15M	0.07%	251

Other funds holding EFV

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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 Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

TD Private Client Wealth's EFV Position: Q2 2026 in Review

TD Private Client Wealth increased its iShares MSCI EAFE Value ETF (EFV) stake by 1.5% in Q2 2026, buying an estimated $411K and bringing the position to 370,014 shares worth $28.3M. The position accounts for 0.52% of the portfolio, ranked #37.

TD Private Client Wealth first reported a position in EFV in Q4 2019 and has held it in 27 quarters since. 1,248 funds tracked by Wall St. Rank hold EFV as of Q2 2026.

TD Private Client Wealth held 370,014 shares of iShares MSCI EAFE Value ETF worth $28.3M as of Q2 2026.
TD Private Client Wealth bought 5,313 iShares MSCI EAFE Value ETF shares in Q2 2026, an estimated $411K.
iShares MSCI EAFE Value ETF made up 0.52% of TD Private Client Wealth's portfolio in Q2 2026, its #37 holding.
TD Private Client Wealth first reported a position in iShares MSCI EAFE Value ETF in Q4 2019 and has held it in 27 quarters since.
1,248 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q2 2026.

Based on TD Private Client Wealth's 13F filing for Q2 2026, filed 4 Aug 2026.