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Tempus Wealth Planning’s iShares MSCI EAFE Value ETF EFV Stock Holding History

Tempus Wealth Planning’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 		$1M Sell
13,119
-15,641
-54% -$1.21M 0.2% 125
2026
Q1 		$2.14M Sell
28,760
-1,939
-6% -$146K 0.49% 51
2025
Q4 		$2.19M Sell
30,699
-1,105
-3% -$76.8K 0.5% 46
2025
Q3 		$2.16M Sell
31,804
-1,032
-3% -$68K 0.5% 49
2025
Q2 		$2.08M Buy
32,836
+7,674
+30% +$470K 0.52% 51
2025
Q1 		$1.48M Sell
25,162
-91
-0.4% -$5.15K 0.44% 63
2024
Q4 		$1.32M Buy
25,253
+1,964
+8% +$108K 0.4% 74
2024
Q3 		$1.34M Buy
23,289
+2,557
+12% +$141K 0.49% 54
2024
Q2 		$1.1M Sell
20,732
-1,537
-7% -$83.5K 0.46% 61
2024
Q1 		$1.21M Sell
22,269
-709
-3% -$37K 0.53% 47
2023
Q4 		$1.2M Buy
22,978
+1,901
+9% +$94.1K 0.53% 58
2023
Q3 		$1.03M Sell
21,077
-464
-2% -$23K 0.52% 49
2023
Q2 		$1.05M Sell
21,541
-931
-4% -$45.8K 0.48% 63
2023
Q1 		$1.09M Buy
22,472
+1,450
+7% +$70.2K 0.53% 49
2022
Q4 		$964K Buy
21,022
+567
+3% +$24.6K 0.59% 54
2022
Q3 		$788K Buy
20,455
+15,075
+280% +$643K 0.53% 53
2022
Q2 		$233K Buy
+5,380
New +$256K 0.19% 112

Other funds holding EFV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Jones Financial Companies
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
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Tempus Wealth Planning's EFV Position: Q2 2026 in Review

Tempus Wealth Planning reduced its iShares MSCI EAFE Value ETF (EFV) stake by 54% in Q2 2026, selling an estimated $1.21M and leaving 13,119 shares worth $1M. The position accounts for 0.2% of the portfolio, ranked #125.

Tempus Wealth Planning first reported a position in EFV in Q2 2022 and has held it in 17 quarters since. The position peaked at $2.19M in Q4 2025. 1,245 funds tracked by Wall St. Rank hold EFV as of Q2 2026.

  • Tempus Wealth Planning held 13,119 shares of iShares MSCI EAFE Value ETF worth $1M as of Q2 2026.
  • Tempus Wealth Planning sold 15,641 iShares MSCI EAFE Value ETF shares in Q2 2026, an estimated $1.21M.
  • iShares MSCI EAFE Value ETF made up 0.2% of Tempus Wealth Planning's portfolio in Q2 2026, its #125 holding.
  • Tempus Wealth Planning first reported a position in iShares MSCI EAFE Value ETF in Q2 2022 and has held it in 17 quarters since.
  • Tempus Wealth Planning's iShares MSCI EAFE Value ETF position peaked at $2.19M in Q4 2025.
  • 1,245 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q2 2026.

Based on Tempus Wealth Planning's 13F filing for Q2 2026, filed 22 Jul 2026.