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Tobias Financial Advisors’s iShares MSCI EAFE Value ETF EFV Stock Holding History

Tobias Financial Advisors’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 		$1.4M Sell
18,326
-114
-0.6% -$8.83K 0.18% 61
2026
Q1 		$1.37M Sell
18,440
-634
-3% -$47.6K 0.19% 59
2025
Q4 		$1.36M Buy
19,074
+24
+0.1% +$1.67K 0.19% 62
2025
Q3 		$1.29M Buy
19,050
+29
+0.2% +$1.91K 0.2% 60
2025
Q2 		$1.21M Sell
19,021
-313
-2% -$19.2K 0.21% 62
2025
Q1 		$1.14M Sell
19,334
-83
-0.4% -$4.7K 0.22% 54
2024
Q4 		$1.02M Buy
19,417
+378
+2% +$20.7K 0.2% 54
2024
Q3 		$1.1M Sell
19,039
-721
-4% -$39.8K 0.22% 51
2024
Q2 		$1.05M Sell
19,760
-15
-0.1% -$815 0.23% 49
2024
Q1 		$1.08M Sell
19,775
-328
-2% -$17.1K 0.24% 48
2023
Q4 		$1.05M Sell
20,103
-1,044
-5% -$51.7K 0.26% 47
2023
Q3 		$1.03M Sell
21,147
-994
-4% -$49.2K 0.27% 53
2023
Q2 		$1.08M Buy
22,141
+919
+4% +$45.2K 0.29% 50
2023
Q1 		$1.03M Buy
21,222
+339
+2% +$16.4K 0.3% 47
2022
Q4 		$958K Sell
20,883
-5,658
-21% -$246K 0.31% 49
2022
Q3 		$1.02M Sell
26,541
-14,791
-36% -$631K 0.36% 45
2022
Q2 		$1.79M Sell
41,332
-19,839
-32% -$945K 0.6% 38
2022
Q1 		$3.07M Buy
+61,171
New +$3.11M 1.06% 24
2021
Q4 		– Sell
-19,188
Closed -$976K – 80
2021
Q3 		$976K Buy
19,188
+1,124
+6% +$58.2K 0.37% 41
2021
Q2 		$935K Buy
18,064
+927
+5% +$49K 0.37% 42
2021
Q1 		$873K Sell
17,137
-92
-0.5% -$4.58K 0.37% 43
2020
Q4 		$813K Buy
17,229
+524
+3% +$23.1K 0.37% 41
2020
Q3 		$674K Sell
16,705
-1,833
-10% -$75.8K 0.37% 41
2020
Q2 		$741K Sell
18,538
-859
-4% -$32.8K 0.44% 39
2020
Q1 		$692K Buy
19,397
+6,892
+55% +$307K 0.5% 32
2019
Q4 		$624K Buy
+12,505
New +$613K 0.4% 35

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

Tobias Financial Advisors's EFV Position: Q2 2026 in Review

Tobias Financial Advisors reduced its iShares MSCI EAFE Value ETF (EFV) stake by 0.62% in Q2 2026, selling an estimated $8.83K and leaving 18,326 shares worth $1.4M. The position accounts for 0.18% of the portfolio, ranked #61.

Tobias Financial Advisors first reported a position in EFV in Q4 2019 and has held it in 26 quarters since. The position peaked at $3.07M in Q1 2022. 1,245 funds tracked by Wall St. Rank hold EFV as of Q2 2026.

  • Tobias Financial Advisors held 18,326 shares of iShares MSCI EAFE Value ETF worth $1.4M as of Q2 2026.
  • Tobias Financial Advisors sold 114 iShares MSCI EAFE Value ETF shares in Q2 2026, an estimated $8.83K.
  • iShares MSCI EAFE Value ETF made up 0.18% of Tobias Financial Advisors's portfolio in Q2 2026, its #61 holding.
  • Tobias Financial Advisors first reported a position in iShares MSCI EAFE Value ETF in Q4 2019 and has held it in 26 quarters since.
  • Tobias Financial Advisors's iShares MSCI EAFE Value ETF position peaked at $3.07M in Q1 2022.
  • 1,245 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q2 2026.

Based on Tobias Financial Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.