VA
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VestGen Advisors’s iShares MSCI EAFE Value ETF EFV Stock Holding History

VestGen 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 		$8.27M Sell
108,094
-6,700
-6% -$519K 0.24% 95
2026
Q1 		$8.96M Buy
114,794
+6,729
+6% +$506K 0.24% 87
2025
Q4 		$7.72M Buy
108,065
+2,108
+2% +$146K 0.33% 76
2025
Q3 		$7.19M Buy
105,957
+2,504
+2% +$165K 0.24% 94
2025
Q2 		$6.63M Buy
+103,453
New +$6.33M 0.26% 88

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

VestGen Advisors's EFV Position: Q2 2026 in Review

VestGen Advisors reduced its iShares MSCI EAFE Value ETF (EFV) stake by 5.8% in Q2 2026, selling an estimated $519K and leaving 108,094 shares worth $8.27M. The position accounts for 0.24% of the portfolio, ranked #95.

VestGen Advisors first reported a position in EFV in Q2 2025 and has held it in 5 quarters since. The position peaked at $8.96M in Q1 2026. 1,249 funds tracked by Wall St. Rank hold EFV as of Q2 2026.

  • VestGen Advisors held 108,094 shares of iShares MSCI EAFE Value ETF worth $8.27M as of Q2 2026.
  • VestGen Advisors sold 6,700 iShares MSCI EAFE Value ETF shares in Q2 2026, an estimated $519K.
  • iShares MSCI EAFE Value ETF made up 0.24% of VestGen Advisors's portfolio in Q2 2026, its #95 holding.
  • VestGen Advisors first reported a position in iShares MSCI EAFE Value ETF in Q2 2025 and has held it in 5 quarters since.
  • VestGen Advisors's iShares MSCI EAFE Value ETF position peaked at $8.96M in Q1 2026.
  • 1,249 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q2 2026.

Based on VestGen Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.