Turtle Creek Wealth Advisors’s iShares MSCI EAFE Value ETF EFV Stock Holding History

Turtle Creek 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	$778K	Hold	10,161	–	–	0.04%	198
2026 Q1	$755K	Sell	10,161 -4,261	-30%	-$320K	0.06%	167
2025 Q4	$1.03M	Buy	14,422 +1,084	+8%	+$75.3K	0.08%	148
2025 Q3	$905K	Buy	13,338 +3,134	+31%	+$206K	0.08%	143
2025 Q2	$648K	Hold	10,204	–	–	0.08%	149
2025 Q1	$601K	Hold	10,204	–	–	0.09%	101
2024 Q4	$535K	Hold	10,204	–	–	0.12%	66
2024 Q3	$587K	Hold	10,204	–	–	0.12%	91
2024 Q2	$541K	Hold	10,204	–	–	0.13%	88
2024 Q1	$555K	Hold	10,204	–	–	0.14%	86
2023 Q4	$532K	Buy	+10,204	New	+$505K	0.16%	87

Other funds holding EFV

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 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

Turtle Creek Wealth Advisors's EFV Position: Q2 2026 in Review

Turtle Creek Wealth Advisors held its iShares MSCI EAFE Value ETF (EFV) position steady in Q2 2026 at 10,161 shares worth $778K. The position accounts for 0.04% of the portfolio, ranked #198.

Turtle Creek Wealth Advisors first reported a position in EFV in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.03M in Q4 2025. 673 funds tracked by Wall St. Rank hold EFV as of Q2 2026.

Turtle Creek Wealth Advisors held 10,161 shares of iShares MSCI EAFE Value ETF worth $778K as of Q2 2026.
Turtle Creek Wealth Advisors left its iShares MSCI EAFE Value ETF share count unchanged in Q2 2026.
iShares MSCI EAFE Value ETF made up 0.04% of Turtle Creek Wealth Advisors's portfolio in Q2 2026, its #198 holding.
Turtle Creek Wealth Advisors first reported a position in iShares MSCI EAFE Value ETF in Q4 2023 and has held it in 11 quarters since.
Turtle Creek Wealth Advisors's iShares MSCI EAFE Value ETF position peaked at $1.03M in Q4 2025.
673 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q2 2026.

Based on Turtle Creek Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.