Thurston Springer Miller Herd & Titak’s iShares MSCI EAFE Value ETF EFV Stock Holding History

Thurston Springer Miller Herd & Titak’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	$248K	Buy	3,232 +581	+22%	+$45K	0.09%	220
2026 Q1	$197K	Sell	2,651 -280	-10%	-$21K	0.08%	256
2025 Q4	$209K	Buy	2,931 +2,576	+726%	+$179K	0.07%	248
2025 Q3	$24.1K	Sell	355 -7,386	-95%	-$486K	0.05%	274
2025 Q2	$492K	Buy	7,741 +1,764	+30%	+$108K	0.06%	244
2025 Q1	$353K	Buy	5,977 +2,060	+53%	+$117K	0.06%	234
2024 Q4	$206K	Buy	3,917 +2,354	+151%	+$129K	0.04%	274
2024 Q3	$90K	Buy	1,563 +876	+128%	+$48.4K	0.02%	422
2024 Q2	$36.5K	Buy	+687	New	+$37.3K	0.01%	638

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 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

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

Thurston Springer Miller Herd & Titak's EFV Position: Q2 2026 in Review

Thurston Springer Miller Herd & Titak increased its iShares MSCI EAFE Value ETF (EFV) stake by 22% in Q2 2026, buying an estimated $45K and bringing the position to 3,232 shares worth $248K. The position accounts for 0.09% of the portfolio, ranked #220.

Thurston Springer Miller Herd & Titak first reported a position in EFV in Q2 2024 and has held it in 9 quarters since. The position peaked at $492K in Q2 2025. 513 funds tracked by Wall St. Rank hold EFV as of Q2 2026.

Thurston Springer Miller Herd & Titak held 3,232 shares of iShares MSCI EAFE Value ETF worth $248K as of Q2 2026.
Thurston Springer Miller Herd & Titak bought 581 iShares MSCI EAFE Value ETF shares in Q2 2026, an estimated $45K.
iShares MSCI EAFE Value ETF made up 0.09% of Thurston Springer Miller Herd & Titak's portfolio in Q2 2026, its #220 holding.
Thurston Springer Miller Herd & Titak first reported a position in iShares MSCI EAFE Value ETF in Q2 2024 and has held it in 9 quarters since.
Thurston Springer Miller Herd & Titak's iShares MSCI EAFE Value ETF position peaked at $492K in Q2 2025.
513 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q2 2026.

Based on Thurston Springer Miller Herd & Titak's 13F filing for Q2 2026, filed 8 Jul 2026.