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Traveka Wealth’s iShares MSCI EAFE Value ETF EFV Stock Holding History

Traveka Wealth’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 		$797K Buy
10,414
+1,215
+13% +$94.1K 0.27% 72
2026
Q1 		$684K Buy
+9,199
New +$691K 0.26% 73

Other funds holding EFV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
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
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 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
SWP
Sagespring Wealth Partners Franklin, Tennessee $6.51B AUM 23.96% 1-Year Est. Return
Envestnet Portfolio Solutions
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

Traveka Wealth's EFV Position: Q2 2026 in Review

Traveka Wealth increased its iShares MSCI EAFE Value ETF (EFV) stake by 13% in Q2 2026, buying an estimated $94.1K and bringing the position to 10,414 shares worth $797K. The position accounts for 0.27% of the portfolio, ranked #72.

Traveka Wealth first reported a position in EFV in Q1 2026 and has held it in 2 quarters since. 648 funds tracked by Wall St. Rank hold EFV as of Q2 2026.

  • Traveka Wealth held 10,414 shares of iShares MSCI EAFE Value ETF worth $797K as of Q2 2026.
  • Traveka Wealth bought 1,215 iShares MSCI EAFE Value ETF shares in Q2 2026, an estimated $94.1K.
  • iShares MSCI EAFE Value ETF made up 0.27% of Traveka Wealth's portfolio in Q2 2026, its #72 holding.
  • Traveka Wealth first reported a position in iShares MSCI EAFE Value ETF in Q1 2026 and has held it in 2 quarters since.
  • 648 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q2 2026.

Based on Traveka Wealth's 13F filing for Q2 2026, filed 21 Jul 2026.