VWA
EFV icon

VERITY Wealth Advisors’s iShares MSCI EAFE Value ETF EFV Stock Holding History

VERITY 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 		$812K Hold
10,611
– – 0.49% 36
2026
Q1 		$789K Sell
10,611
-24
-0.2% -$1.8K 0.53% 35
2025
Q4 		$759K Buy
+10,635
New +$739K 0.47% 40

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

VERITY Wealth Advisors's EFV Position: Q2 2026 in Review

VERITY Wealth Advisors held its iShares MSCI EAFE Value ETF (EFV) position steady in Q2 2026 at 10,611 shares worth $812K. The position accounts for 0.49% of the portfolio, ranked #36.

VERITY Wealth Advisors first reported a position in EFV in Q4 2025 and has held it in 3 quarters since. 348 funds tracked by Wall St. Rank hold EFV as of Q2 2026.

  • VERITY Wealth Advisors held 10,611 shares of iShares MSCI EAFE Value ETF worth $812K as of Q2 2026.
  • VERITY Wealth Advisors left its iShares MSCI EAFE Value ETF share count unchanged in Q2 2026.
  • iShares MSCI EAFE Value ETF made up 0.49% of VERITY Wealth Advisors's portfolio in Q2 2026, its #36 holding.
  • VERITY Wealth Advisors first reported a position in iShares MSCI EAFE Value ETF in Q4 2025 and has held it in 3 quarters since.
  • 348 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q2 2026.

Based on VERITY Wealth Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.