Two West Capital Advisors’s iShares MSCI EAFE Value ETF EFV Stock Holding History

Two West Capital 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	$1M	Sell	12,893 -10,803	-46%	-$836K	0.5%	38
2026 Q1	$1.8M	Buy	23,696 +3,321	+16%	+$250K	0.95%	18
2025 Q4	$1.45M	Sell	20,375 -2,540	-11%	-$177K	0.85%	23
2025 Q3	$1.57M	Sell	22,915 -2,240	-9%	-$148K	0.95%	18
2025 Q2	$1.64M	Buy	25,155 +15,076	+150%	+$922K	1.08%	17
2025 Q1	$570K	Sell	10,079 -363	-3%	-$20.5K	0.48%	34
2024 Q4	$548K	Buy	10,442 +2,531	+32%	+$139K	0.47%	36
2024 Q3	$455K	Buy	+7,911	New	+$437K	0.37%	38

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 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

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

Two West Capital Advisors's EFV Position: Q2 2026 in Review

Two West Capital Advisors reduced its iShares MSCI EAFE Value ETF (EFV) stake by 46% in Q2 2026, selling an estimated $836K and leaving 12,893 shares worth $1M. The position accounts for 0.5% of the portfolio, ranked #38.

Two West Capital Advisors first reported a position in EFV in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.8M in Q1 2026. 418 funds tracked by Wall St. Rank hold EFV as of Q2 2026.

Two West Capital Advisors held 12,893 shares of iShares MSCI EAFE Value ETF worth $1M as of Q2 2026.
Two West Capital Advisors sold 10,803 iShares MSCI EAFE Value ETF shares in Q2 2026, an estimated $836K.
iShares MSCI EAFE Value ETF made up 0.5% of Two West Capital Advisors's portfolio in Q2 2026, its #38 holding.
Two West Capital Advisors first reported a position in iShares MSCI EAFE Value ETF in Q3 2024 and has held it in 8 quarters since.
Two West Capital Advisors's iShares MSCI EAFE Value ETF position peaked at $1.8M in Q1 2026.
418 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q2 2026.

Based on Two West Capital Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.