T
EFV icon

Tidemark’s iShares MSCI EAFE Value ETF EFV Stock Holding History

Tidemark’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 		$15.6K Sell
203
-47
-19% -$3.64K ﹤0.01% 450
2026
Q1 		$18.6K Buy
+250
New +$18.8K ﹤0.01% 380
2025
Q4 		– Sell
-10
Closed -$653 – 675
2025
Q3 		$653 Hold
10
– – ﹤0.01% 651
2025
Q2 		$611 Buy
10
+1
+11% +$61 ﹤0.01% 668
2025
Q1 		$556 Buy
+9
New +$509 ﹤0.01% 668
2024
Q4 		– Sell
-9
Closed -$533 – 639
2024
Q3 		$533 Hold
9
– – ﹤0.01% 594
2024
Q2 		$491 Buy
+9
New +$489 ﹤0.01% 590

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

Tidemark's EFV Position: Q2 2026 in Review

Tidemark reduced its iShares MSCI EAFE Value ETF (EFV) stake by 19% in Q2 2026, selling an estimated $3.64K and leaving 203 shares worth $15.6K. The position accounts for ﹤0.01% of the portfolio, ranked #450.

Tidemark first reported a position in EFV in Q2 2024 and has held it in 7 quarters since. The position peaked at $18.6K in Q1 2026. 1,245 funds tracked by Wall St. Rank hold EFV as of Q2 2026.

  • Tidemark held 203 shares of iShares MSCI EAFE Value ETF worth $15.6K as of Q2 2026.
  • Tidemark sold 47 iShares MSCI EAFE Value ETF shares in Q2 2026, an estimated $3.64K.
  • iShares MSCI EAFE Value ETF made up ﹤0.01% of Tidemark's portfolio in Q2 2026, its #450 holding.
  • Tidemark first reported a position in iShares MSCI EAFE Value ETF in Q2 2024 and has held it in 7 quarters since.
  • Tidemark's iShares MSCI EAFE Value ETF position peaked at $18.6K in Q1 2026.
  • 1,245 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q2 2026.

Based on Tidemark's 13F filing for Q2 2026, filed 10 Aug 2026.