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Veracity Capital’s iShares MSCI EAFE Value ETF EFV Stock Holding History

Veracity Capital’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 		– Sell
-4,519
Closed -$336K – 226
2026
Q1 		$336K Sell
4,519
-24
-0.5% -$1.8K 0.12% 159
2025
Q4 		$324K Buy
4,543
+323
+8% +$22.4K 0.1% 188
2025
Q3 		$286K Sell
4,220
-1,666
-28% -$110K 0.09% 204
2025
Q2 		$374K Buy
+5,886
New +$360K 0.13% 164
2025
Q1 		– Sell
-22,444
Closed -$1.18M – 232
2024
Q4 		$1.18M Buy
+22,444
New +$1.23M 0.42% 41
2024
Q2 		– Sell
-4,171
Closed -$227K – 201
2024
Q1 		$227K Sell
4,171
-3,044
-42% -$159K 0.09% 192
2023
Q4 		$376K Sell
7,215
-3,128
-30% -$155K 0.15% 132
2023
Q3 		$506K Buy
10,343
+1,968
+23% +$97.5K 0.23% 94
2023
Q2 		$410K Sell
8,375
-723
-8% -$35.6K 0.17% 124
2023
Q1 		$442K Sell
9,098
-3,213
-26% -$156K 0.2% 115
2022
Q4 		$565K Buy
12,311
+1,051
+9% +$45.6K 0.27% 88
2022
Q3 		$434K Sell
11,260
-4,639
-29% -$198K 0.24% 95
2022
Q2 		$690K Buy
15,899
+346
+2% +$16.5K 0.37% 64
2022
Q1 		$782K Sell
15,553
-685
-4% -$34.8K 0.32% 72
2021
Q4 		$818K Sell
16,238
-402
-2% -$20.5K 0.33% 78
2021
Q3 		$846K Sell
16,640
-3,505
-17% -$182K 0.36% 74
2021
Q2 		$1.04M Buy
20,145
+4,440
+28% +$235K 0.24% 88
2021
Q1 		$800K Buy
+15,705
New +$781K 0.37% 78

Other funds holding EFV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Jones Financial Companies
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
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Veracity Capital's EFV Position: Q2 2026 in Review

Veracity Capital sold out of iShares MSCI EAFE Value ETF (EFV) in Q2 2026, closing a stake of 4,519 shares — an estimated $336K sold.

Veracity Capital first reported a position in EFV in Q1 2021 and held it in 18 quarters. The position peaked at $1.18M in Q4 2024. 1,249 funds tracked by Wall St. Rank hold EFV as of Q2 2026.

  • Veracity Capital reported no remaining iShares MSCI EAFE Value ETF position as of Q2 2026 after selling out during the quarter.
  • Veracity Capital sold 4,519 iShares MSCI EAFE Value ETF shares in Q2 2026, an estimated $336K.
  • Veracity Capital first reported a position in iShares MSCI EAFE Value ETF in Q1 2021 and held it in 18 quarters.
  • Veracity Capital's iShares MSCI EAFE Value ETF position peaked at $1.18M in Q4 2024.
  • 1,249 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q2 2026.

Based on Veracity Capital's 13F filing for Q2 2026, filed 13 Jul 2026.