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Triumph Capital Management’s iShares MSCI EAFE Value ETF EFV Stock Holding History

Triumph Capital 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 		$176K Sell
2,300
-41
-2% -$3.17K 0.03% 381
2026
Q1 		$174K Sell
2,341
-46
-2% -$3.46K 0.04% 360
2025
Q4 		$170K Buy
+2,387
New +$166K 0.04% 330

Other funds holding EFV

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
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
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
FSWA
Financial Synergies Wealth Advisors Houston, Texas $1.18B AUM 31.41% 1-Year Est. Return
BAM
Brave Asset Management Summit, New Jersey $467M AUM 33.05% 1-Year Est. Return
CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return

Triumph Capital Management's EFV Position: Q2 2026 in Review

Triumph Capital Management reduced its iShares MSCI EAFE Value ETF (EFV) stake by 1.8% in Q2 2026, selling an estimated $3.17K and leaving 2,300 shares worth $176K. The position accounts for 0.03% of the portfolio, ranked #381.

Triumph Capital Management first reported a position in EFV in Q4 2025 and has held it in 3 quarters since. 320 funds tracked by Wall St. Rank hold EFV as of Q2 2026.

  • Triumph Capital Management held 2,300 shares of iShares MSCI EAFE Value ETF worth $176K as of Q2 2026.
  • Triumph Capital Management sold 41 iShares MSCI EAFE Value ETF shares in Q2 2026, an estimated $3.17K.
  • iShares MSCI EAFE Value ETF made up 0.03% of Triumph Capital Management's portfolio in Q2 2026, its #381 holding.
  • Triumph Capital Management first reported a position in iShares MSCI EAFE Value ETF in Q4 2025 and has held it in 3 quarters since.
  • 320 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q2 2026.

Based on Triumph Capital Management's 13F filing for Q2 2026, filed 21 Jul 2026.