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EFV icon

TrueWealth Advisors’s iShares MSCI EAFE Value ETF EFV Stock Holding History

TrueWealth 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 		– Sell
-3,043
Closed -$226K – 238
2026
Q1 		$226K Sell
3,043
-66
-2% -$4.96K 0.06% 224
2025
Q4 		$222K Buy
3,109
+27
+0.9% +$1.88K 0.06% 225
2025
Q3 		$209K Sell
3,082
-606
-16% -$39.9K 0.06% 218
2025
Q2 		$234K Buy
+3,688
New +$226K 0.07% 200
2025
Q1 		– Sell
-7,212
Closed -$378K – 216
2024
Q4 		$378K Buy
7,212
+1,048
+17% +$57.4K 0.13% 149
2024
Q3 		$355K Buy
6,164
+605
+11% +$33.4K 0.12% 157
2024
Q2 		$295K Sell
5,559
-738
-12% -$40.1K 0.11% 160
2024
Q1 		$343K Sell
6,297
-2,219
-26% -$116K 0.13% 131
2023
Q4 		$444K Sell
8,516
-864
-9% -$42.8K 0.17% 97
2023
Q3 		$459K Buy
9,380
+2,704
+41% +$134K 0.19% 89
2023
Q2 		$327K Buy
6,676
+403
+6% +$19.8K 0.13% 118
2023
Q1 		$304K Sell
6,273
-2,496
-28% -$121K 0.13% 132
2022
Q4 		$402K Buy
8,769
+497
+6% +$21.6K 0.18% 97
2022
Q3 		$319K Sell
8,272
-2,557
-24% -$109K 0.15% 108
2022
Q2 		$470K Sell
10,829
-1,984
-15% -$94.5K 0.22% 86
2022
Q1 		$646K Hold
12,813
– – 0.29% 75
2021
Q4 		$646K Buy
12,813
+975
+8% +$49.8K 0.29% 75
2021
Q3 		$602K Sell
11,838
-227
-2% -$11.8K 0.34% 62
2021
Q2 		$624K Buy
12,065
+3,529
+41% +$187K 0.36% 56
2021
Q1 		$441K Buy
+8,536
New +$424K 0.29% 68

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
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
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

TrueWealth Advisors's EFV Position: Q2 2026 in Review

TrueWealth Advisors sold out of iShares MSCI EAFE Value ETF (EFV) in Q2 2026, closing a stake of 3,043 shares — an estimated $226K sold.

TrueWealth Advisors first reported a position in EFV in Q1 2021 and held it in 20 quarters. The position peaked at $646K in Q1 2022. 352 funds tracked by Wall St. Rank hold EFV as of Q2 2026.

  • TrueWealth Advisors reported no remaining iShares MSCI EAFE Value ETF position as of Q2 2026 after selling out during the quarter.
  • TrueWealth Advisors sold 3,043 iShares MSCI EAFE Value ETF shares in Q2 2026, an estimated $226K.
  • TrueWealth Advisors first reported a position in iShares MSCI EAFE Value ETF in Q1 2021 and held it in 20 quarters.
  • TrueWealth Advisors's iShares MSCI EAFE Value ETF position peaked at $646K in Q1 2022.
  • 352 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q2 2026.

Based on TrueWealth Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.