Total Clarity Wealth Management’s iShares MSCI EAFE Value ETF EFV Stock Holding History

Total Clarity Wealth Management’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	–	Sell	-3,068	Closed	-$228K	–	373
2026 Q1	$228K	Buy	3,068 +211	+7%	+$15.9K	0.05%	288
2025 Q4	$204K	Buy	+2,857	New	+$199K	0.05%	287
2022 Q3	–	Sell	-738	Closed	-$32K	–	420
2022 Q2	$32K	Buy	+738	New	+$35.1K	0.02%	484
2022 Q1	–	Sell	-738	Closed	-$37K	–	396
2021 Q4	$37K	Hold	738	–	–	0.02%	454
2021 Q3	$38K	Buy	+738	New	+$38.2K	0.02%	444

Other funds holding EFV

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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 Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Total Clarity Wealth Management's EFV Position: Q2 2026 in Review

Total Clarity Wealth Management sold out of iShares MSCI EAFE Value ETF (EFV) in Q2 2026, closing a stake of 3,068 shares — an estimated $228K sold.

Total Clarity Wealth Management first reported a position in EFV in Q3 2021 and held it in 5 quarters. The position peaked at $228K in Q1 2026. 1,245 funds tracked by Wall St. Rank hold EFV as of Q2 2026.

Total Clarity Wealth Management reported no remaining iShares MSCI EAFE Value ETF position as of Q2 2026 after selling out during the quarter.
Total Clarity Wealth Management sold 3,068 iShares MSCI EAFE Value ETF shares in Q2 2026, an estimated $228K.
Total Clarity Wealth Management first reported a position in iShares MSCI EAFE Value ETF in Q3 2021 and held it in 5 quarters.
Total Clarity Wealth Management's iShares MSCI EAFE Value ETF position peaked at $228K in Q1 2026.
1,245 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q2 2026.

Based on Total Clarity Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.