Unique Wealth Strategies’s iShares MSCI EAFE Value ETF EFV Stock Holding History

Unique Wealth Strategies’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	$1.37M	Buy	17,885 +438	+3%	+$33.9K	0.5%	40
2026 Q1	$1.3M	Buy	17,447 +4,026	+30%	+$303K	0.53%	42
2025 Q4	$958K	Sell	13,421 -997	-7%	-$69.3K	0.37%	65
2025 Q3	$978K	Buy	14,418 +75	+0.5%	+$4.94K	0.38%	65
2025 Q2	$910K	Buy	+14,343	New	+$878K	0.38%	64
2024 Q3	–	Sell	-1,452	Closed	-$79K	–	344
2024 Q2	$79K	Buy	+1,452	New	+$78.9K	0.04%	223

Other funds holding EFV

AOI

Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 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

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 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

CSP

Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return

OWA

Octavia Wealth Advisors Cincinnati, Ohio $1.16B AUM 25.42% 1-Year Est. Return

WFPG

Waller Financial Planning Group Columbus, Ohio $486M AUM 17.78% 1-Year Est. Return

ACA

Affinity Capital Advisors Berkeley, California $810M AUM 24.85% 1-Year Est. Return

Unique Wealth Strategies's EFV Position: Q2 2026 in Review

Unique Wealth Strategies increased its iShares MSCI EAFE Value ETF (EFV) stake by 2.5% in Q2 2026, buying an estimated $33.9K and bringing the position to 17,885 shares worth $1.37M. The position accounts for 0.5% of the portfolio, ranked #40.

Unique Wealth Strategies first reported a position in EFV in Q2 2024 and has held it in 6 quarters since. 245 funds tracked by Wall St. Rank hold EFV as of Q2 2026.

Unique Wealth Strategies held 17,885 shares of iShares MSCI EAFE Value ETF worth $1.37M as of Q2 2026.
Unique Wealth Strategies bought 438 iShares MSCI EAFE Value ETF shares in Q2 2026, an estimated $33.9K.
iShares MSCI EAFE Value ETF made up 0.5% of Unique Wealth Strategies's portfolio in Q2 2026, its #40 holding.
Unique Wealth Strategies first reported a position in iShares MSCI EAFE Value ETF in Q2 2024 and has held it in 6 quarters since.
245 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q2 2026.

Based on Unique Wealth Strategies's 13F filing for Q2 2026, filed 15 Jul 2026.