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 Q2	$3.84M	Sell	50,107 -60,602	-55%	-$4.69M	0.87%	32
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 $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 Peaks Wealth Advisors's EFV Position: Q2 2026 in Review

Twin Peaks Wealth Advisors reduced its iShares MSCI EAFE Value ETF (EFV) stake by 55% in Q2 2026, selling an estimated $4.69M and leaving 50,107 shares worth $3.84M. The position accounts for 0.87% of the portfolio, ranked #32.

Twin Peaks Wealth Advisors first reported a position in EFV in Q4 2023 and has held it in 11 quarters since. The position peaked at $8.23M in Q1 2026. 1,249 funds tracked by Wall St. Rank hold EFV as of Q2 2026.

Twin Peaks Wealth Advisors held 50,107 shares of iShares MSCI EAFE Value ETF worth $3.84M as of Q2 2026.
Twin Peaks Wealth Advisors sold 60,602 iShares MSCI EAFE Value ETF shares in Q2 2026, an estimated $4.69M.
iShares MSCI EAFE Value ETF made up 0.87% of Twin Peaks Wealth Advisors's portfolio in Q2 2026, its #32 holding.
Twin Peaks Wealth Advisors first reported a position in iShares MSCI EAFE Value ETF in Q4 2023 and has held it in 11 quarters since.
Twin Peaks Wealth Advisors's iShares MSCI EAFE Value ETF position peaked at $8.23M in Q1 2026.
1,249 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q2 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.