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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 Sell
20,145
-11,265
-36% -$596K 0.24% 88
2021
Q1 		$1.6M Buy
+31,410
New +$1.56M 0.34% 80

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
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
AL
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

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 $1.6M in Q1 2021. 365 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 $1.6M in Q1 2021.
  • 365 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.