Twin Focus Capital Partners’s iShares MSCI EAFE Value ETF EFV Stock Holding History

Twin Focus Capital Partners’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	$656K	Hold	8,569	–	–	0.07%	114
2026 Q1	$637K	Hold	8,569	–	–	0.07%	116
2025 Q4	$612K	Sell	8,569 -1,998	-19%	-$139K	0.07%	117
2025 Q3	$717K	Buy	10,567 +347	+3%	+$22.9K	0.09%	101
2025 Q2	$649K	Buy	10,220 +6,120	+149%	+$374K	0.09%	95
2025 Q1	$242K	Buy	+4,100	New	+$232K	0.04%	141
2024 Q4	–	Sell	-3,500	Closed	-$201K	–	147
2024 Q3	$201K	Buy	+3,500	New	+$193K	0.03%	143
2023 Q3	–	Sell	-4,480	Closed	-$219K	–	185
2023 Q2	$219K	Hold	4,480	–	–	0.04%	204
2023 Q1	$217K	Hold	4,480	–	–	0.04%	205
2022 Q4	$206K	Buy	+4,480	New	+$194K	0.04%	208

Other funds holding EFV

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

DWM

Dynasty Wealth Management St. Petersburg, Florida $13.5B AUM 21.55% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Twin Focus Capital Partners's EFV Position: Q2 2026 in Review

Twin Focus Capital Partners held its iShares MSCI EAFE Value ETF (EFV) position steady in Q2 2026 at 8,569 shares worth $656K. The position accounts for 0.07% of the portfolio, ranked #114.

Twin Focus Capital Partners first reported a position in EFV in Q4 2022 and has held it in 10 quarters since. The position peaked at $717K in Q3 2025. 1,245 funds tracked by Wall St. Rank hold EFV as of Q2 2026.

Twin Focus Capital Partners held 8,569 shares of iShares MSCI EAFE Value ETF worth $656K as of Q2 2026.
Twin Focus Capital Partners left its iShares MSCI EAFE Value ETF share count unchanged in Q2 2026.
iShares MSCI EAFE Value ETF made up 0.07% of Twin Focus Capital Partners's portfolio in Q2 2026, its #114 holding.
Twin Focus Capital Partners first reported a position in iShares MSCI EAFE Value ETF in Q4 2022 and has held it in 10 quarters since.
Twin Focus Capital Partners's iShares MSCI EAFE Value ETF position peaked at $717K in Q3 2025.
1,245 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q2 2026.

Based on Twin Focus Capital Partners's 13F filing for Q2 2026, filed 28 Jul 2026.