Twin Peaks Wealth Advisors’s iShares MSCI EAFE Value ETF EFV Stock Holding History

Twin Peaks 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 Q1	$8.23M	Buy	110,709 +8,727	+9%	+$656K	2.07%	12
2025 Q4	$8.02M	Buy	101,982 +3,667	+4%	+$255K	2.34%	12
2025 Q3	$6.67M	Sell	98,315 -17,302	-15%	-$1.14M	2.28%	12
2025 Q2	$7.69M	Buy	115,617 +48,700	+73%	+$2.98M	2.49%	8
2025 Q1	$3.87M	Sell	66,917 -10,640	-14%	-$602K	1.76%	18
2024 Q4	$4.07M	Buy	77,557 +13,851	+22%	+$759K	1.72%	20
2024 Q3	$3.67M	Buy	63,706 +40,697	+177%	+$2.25M	1.69%	20
2024 Q2	$1.22M	Sell	23,009 -7,152	-24%	-$389K	0.61%	39
2024 Q1	$1.64M	Sell	30,161 -2,626	-8%	-$137K	0.91%	28
2023 Q4	$1.71M	Buy	+32,787	New	+$1.62M	1.09%	23

Other funds holding EFV

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

PAS

Park Avenue Securities New York $12.8B AUM 19.38% 1-Year Est. Return

Twin Peaks Wealth Advisors's EFV Position: Q1 2026 in Review

Twin Peaks Wealth Advisors increased its iShares MSCI EAFE Value ETF (EFV) stake by 8.6% in Q1 2026, buying an estimated $656K and bringing the position to 110,709 shares worth $8.23M. The position accounts for 2.07% of the portfolio, ranked #12.

Twin Peaks Wealth Advisors first reported a position in EFV in Q4 2023 and has held it in 10 quarters since. 1,254 funds tracked by Wall St. Rank hold EFV as of Q1 2026.

Twin Peaks Wealth Advisors held 110,709 shares of iShares MSCI EAFE Value ETF worth $8.23M as of Q1 2026.
Twin Peaks Wealth Advisors bought 8,727 iShares MSCI EAFE Value ETF shares in Q1 2026, an estimated $656K.
iShares MSCI EAFE Value ETF made up 2.07% of Twin Peaks Wealth Advisors's portfolio in Q1 2026, its #12 holding.
Twin Peaks Wealth Advisors first reported a position in iShares MSCI EAFE Value ETF in Q4 2023 and has held it in 10 quarters since.
1,254 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q1 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.