VT
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Vise Technologies’s iShares MSCI EAFE Value ETF EFV Stock Holding History

Vise Technologies’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 		$18.9M Buy
246,568
+192,554
+356% +$14.9M 0.21% 88
2026
Q1 		$3.86M Hold
54,014
– – 0.08% 215
2025
Q4 		$3.86M Buy
54,014
+25,729
+91% +$1.79M 0.08% 216
2025
Q3 		$1.92M Buy
28,285
+8,427
+42% +$555K 0.07% 266
2025
Q2 		$1.26M Buy
+19,858
New +$1.22M 0.05% 374

Other funds holding EFV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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

Vise Technologies's EFV Position: Q2 2026 in Review

Vise Technologies increased its iShares MSCI EAFE Value ETF (EFV) stake by 356% in Q2 2026, buying an estimated $14.9M and bringing the position to 246,568 shares worth $18.9M. The position accounts for 0.21% of the portfolio, ranked #88.

Vise Technologies first reported a position in EFV in Q2 2025 and has held it in 5 quarters since. 1,253 funds tracked by Wall St. Rank hold EFV as of Q2 2026.

  • Vise Technologies held 246,568 shares of iShares MSCI EAFE Value ETF worth $18.9M as of Q2 2026.
  • Vise Technologies bought 192,554 iShares MSCI EAFE Value ETF shares in Q2 2026, an estimated $14.9M.
  • iShares MSCI EAFE Value ETF made up 0.21% of Vise Technologies's portfolio in Q2 2026, its #88 holding.
  • Vise Technologies first reported a position in iShares MSCI EAFE Value ETF in Q2 2025 and has held it in 5 quarters since.
  • 1,253 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q2 2026.

Based on Vise Technologies's 13F filing for Q2 2026, filed 11 Aug 2026.