TRUE Private Wealth Advisors’s iShares MSCI EAFE Value ETF EFV Stock Holding History

TRUE Private Wealth 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	$478K	Buy	6,244 +1,363	+28%	+$106K	0.04%	180
2026 Q1	$363K	Buy	4,881 +786	+19%	+$59.1K	0.03%	193
2025 Q4	$292K	Buy	4,095 +31	+0.8%	+$2.15K	0.03%	212
2025 Q3	$276K	Buy	4,064 +117	+3%	+$7.71K	0.03%	220
2025 Q2	$251K	Sell	3,947 -3,152	-44%	-$193K	0.03%	222
2025 Q1	$418K	Sell	7,099 -6,637	-48%	-$375K	0.05%	148
2024 Q4	$721K	Sell	13,736 -17,928	-57%	-$982K	0.09%	114
2024 Q3	$1.82M	Buy	31,664 +16,895	+114%	+$933K	0.22%	67
2024 Q2	$783K	Sell	14,769 -9,915	-40%	-$539K	0.09%	116
2024 Q1	$1.34M	Sell	24,684 -13,567	-35%	-$708K	0.15%	81
2023 Q4	$1.99M	Sell	38,251 -8,681	-18%	-$430K	0.25%	63
2023 Q3	$2.3M	Buy	46,932 +22,237	+90%	+$1.1M	0.32%	56
2023 Q2	$1.21M	Buy	24,695 +6,959	+39%	+$343K	0.18%	75
2023 Q1	$861K	Sell	17,736 -5,623	-24%	-$272K	0.13%	89
2022 Q4	$1.07M	Buy	23,359 +1,237	+6%	+$53.7K	0.17%	69
2022 Q3	$852K	Sell	22,122 -6,095	-22%	-$260K	0.13%	76
2022 Q2	$1.22M	Buy	28,217 +2,576	+10%	+$123K	0.18%	66
2022 Q1	$1.25M	Sell	25,641 -11,399	-31%	-$580K	0.18%	73
2021 Q4	$1.87M	Buy	37,040 +1,266	+4%	+$64.6K	0.27%	61
2021 Q3	$1.82M	Sell	35,774 -3,156	-8%	-$164K	0.26%	62
2021 Q2	$2.02M	Buy	38,930 +16,726	+75%	+$885K	0.3%	57
2021 Q1	$1.13M	Buy	+22,204	New	+$1.1M	0.18%	75
2018 Q4	–	Sell	-177	Closed	-$9.19K	–	428
2018 Q3	$9.19K	Buy	+177	New	+$9.12K	﹤0.01%	774

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 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

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

TRUE Private Wealth Advisors's EFV Position: Q2 2026 in Review

TRUE Private Wealth Advisors increased its iShares MSCI EAFE Value ETF (EFV) stake by 28% in Q2 2026, buying an estimated $106K and bringing the position to 6,244 shares worth $478K. The position accounts for 0.04% of the portfolio, ranked #180.

TRUE Private Wealth Advisors first reported a position in EFV in Q3 2018 and has held it in 23 quarters since. The position peaked at $2.3M in Q3 2023. 359 funds tracked by Wall St. Rank hold EFV as of Q2 2026.

TRUE Private Wealth Advisors held 6,244 shares of iShares MSCI EAFE Value ETF worth $478K as of Q2 2026.
TRUE Private Wealth Advisors bought 1,363 iShares MSCI EAFE Value ETF shares in Q2 2026, an estimated $106K.
iShares MSCI EAFE Value ETF made up 0.04% of TRUE Private Wealth Advisors's portfolio in Q2 2026, its #180 holding.
TRUE Private Wealth Advisors first reported a position in iShares MSCI EAFE Value ETF in Q3 2018 and has held it in 23 quarters since.
TRUE Private Wealth Advisors's iShares MSCI EAFE Value ETF position peaked at $2.3M in Q3 2023.
359 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q2 2026.

Based on TRUE Private Wealth Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.