TFG
EFV icon

Team Financial Group’s iShares MSCI EAFE Value ETF EFV Stock Holding History

Team Financial Group’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 		– Sell
-2,285
Closed -$170K – 115
2026
Q1 		$170K Hold
2,285
– – 0.08% 56
2025
Q4 		$163K Sell
2,285
-42
-2% -$2.92K 0.07% 51
2025
Q3 		$158K Buy
2,327
+277
+14% +$18.2K 0.07% 50
2025
Q2 		$130K Buy
+2,050
New +$125K 0.06% 51

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
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
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

Team Financial Group's EFV Position: Q2 2026 in Review

Team Financial Group sold out of iShares MSCI EAFE Value ETF (EFV) in Q2 2026, closing a stake of 2,285 shares — an estimated $170K sold.

Team Financial Group first reported a position in EFV in Q2 2025 and held it in 4 quarters. The position peaked at $170K in Q1 2026. 418 funds tracked by Wall St. Rank hold EFV as of Q2 2026.

  • Team Financial Group reported no remaining iShares MSCI EAFE Value ETF position as of Q2 2026 after selling out during the quarter.
  • Team Financial Group sold 2,285 iShares MSCI EAFE Value ETF shares in Q2 2026, an estimated $170K.
  • Team Financial Group first reported a position in iShares MSCI EAFE Value ETF in Q2 2025 and held it in 4 quarters.
  • Team Financial Group's iShares MSCI EAFE Value ETF position peaked at $170K in Q1 2026.
  • 418 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q2 2026.

Based on Team Financial Group's 13F filing for Q2 2026, filed 13 Jul 2026.