Toth Financial Advisory’s iShares MSCI EAFE Value ETF EFV Stock Holding History

Toth Financial Advisory’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	$23.4K	Hold	306	–	–	﹤0.01%	487
2026 Q1	$22.8K	Sell	306 -508	-62%	-$38.2K	﹤0.01%	475
2025 Q4	$58.1K	Buy	814 +508	+166%	+$35.3K	0.01%	331
2025 Q3	$20.8K	Hold	306	–	–	﹤0.01%	465
2025 Q2	$19.4K	Hold	306	–	–	﹤0.01%	434
2025 Q1	$18K	Hold	306	–	–	﹤0.01%	409
2024 Q4	$16.1K	Hold	306	–	–	﹤0.01%	418
2024 Q3	$17.6K	Buy	+306	New	+$16.9K	﹤0.01%	403
2023 Q3	–	Sell	-276	Closed	-$13.5K	–	785
2023 Q2	$13.5K	Buy	+276	New	+$13.6K	﹤0.01%	435

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

Toth Financial Advisory's EFV Position: Q2 2026 in Review

Toth Financial Advisory held its iShares MSCI EAFE Value ETF (EFV) position steady in Q2 2026 at 306 shares worth $23.4K. The position accounts for ﹤0.01% of the portfolio, ranked #487.

Toth Financial Advisory first reported a position in EFV in Q2 2023 and has held it in 9 quarters since. The position peaked at $58.1K in Q4 2025. 1,245 funds tracked by Wall St. Rank hold EFV as of Q2 2026.

Toth Financial Advisory held 306 shares of iShares MSCI EAFE Value ETF worth $23.4K as of Q2 2026.
Toth Financial Advisory left its iShares MSCI EAFE Value ETF share count unchanged in Q2 2026.
iShares MSCI EAFE Value ETF made up ﹤0.01% of Toth Financial Advisory's portfolio in Q2 2026, its #487 holding.
Toth Financial Advisory first reported a position in iShares MSCI EAFE Value ETF in Q2 2023 and has held it in 9 quarters since.
Toth Financial Advisory's iShares MSCI EAFE Value ETF position peaked at $58.1K in Q4 2025.
1,245 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q2 2026.

Based on Toth Financial Advisory's 13F filing for Q2 2026, filed 14 Jul 2026.