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

Team Hewins’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	$281K	Hold	3,665	–	–	0.08%	37
2026 Q1	$272K	Hold	3,665	–	–	0.08%	34
2025 Q4	$262K	Hold	3,665	–	–	0.08%	33
2025 Q3	$249K	Hold	3,665	–	–	0.08%	34
2025 Q2	$233K	Hold	3,665	–	–	0.08%	33
2025 Q1	$216K	Sell	3,665 -930	-20%	-$52.6K	0.08%	35
2024 Q4	$241K	Sell	4,595 -98	-2%	-$5.37K	0.09%	34
2024 Q3	$270K	Buy	4,693 +98	+2%	+$5.41K	0.1%	31
2024 Q2	$244K	Hold	4,595	–	–	0.1%	27
2024 Q1	$250K	Sell	4,595 -552	-11%	-$28.8K	0.1%	25
2023 Q4	$268K	Buy	+5,147	New	+$255K	0.12%	22
2023 Q3	–	Sell	-5,147	Closed	-$252K	–	37
2023 Q2	$252K	Hold	5,147	–	–	0.12%	23
2023 Q1	$250K	Hold	5,147	–	–	0.13%	21
2022 Q4	$236K	Buy	+5,147	New	+$223K	0.13%	22

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 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 Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Team Hewins's EFV Position: Q2 2026 in Review

Team Hewins held its iShares MSCI EAFE Value ETF (EFV) position steady in Q2 2026 at 3,665 shares worth $281K. The position accounts for 0.08% of the portfolio, ranked #37.

Team Hewins first reported a position in EFV in Q4 2022 and has held it in 14 quarters since. 615 funds tracked by Wall St. Rank hold EFV as of Q2 2026.

Team Hewins held 3,665 shares of iShares MSCI EAFE Value ETF worth $281K as of Q2 2026.
Team Hewins left its iShares MSCI EAFE Value ETF share count unchanged in Q2 2026.
iShares MSCI EAFE Value ETF made up 0.08% of Team Hewins's portfolio in Q2 2026, its #37 holding.
Team Hewins first reported a position in iShares MSCI EAFE Value ETF in Q4 2022 and has held it in 14 quarters since.
615 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q2 2026.

Based on Team Hewins's 13F filing for Q2 2026, filed 29 Jul 2026.