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

Visionary 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 		$648K Buy
8,466
+271
+3% +$21K 0.03% 380
2026
Q1 		$609K Sell
8,195
-7
-0.1% -$526 0.03% 357
2025
Q4 		$586K Buy
8,202
+17
+0.2% +$1.18K 0.03% 354
2025
Q3 		$555K Sell
8,185
-8,707
-52% -$574K 0.03% 365
2025
Q2 		$1.07M Buy
16,892
+284
+2% +$17.4K 0.05% 266
2025
Q1 		$979K Sell
16,608
-834
-5% -$47.2K 0.06% 262
2024
Q4 		$915K Sell
17,442
-868
-5% -$47.5K 0.05% 270
2024
Q3 		$1.05M Sell
18,310
-2,095
-10% -$116K 0.06% 244
2024
Q2 		$1.08M Sell
20,405
-1,224
-6% -$66.5K 0.07% 234
2024
Q1 		$1.18M Sell
21,629
-1,148
-5% -$59.9K 0.08% 222
2023
Q4 		$1.19M Buy
22,777
+17
+0.1% +$841 0.09% 207
2023
Q3 		$1.11M Buy
22,760
+5,690
+33% +$282K 0.09% 197
2023
Q2 		$835K Buy
17,070
+5,906
+53% +$291K 0.07% 228
2023
Q1 		$542K Buy
11,164
+1,409
+14% +$68.2K 0.05% 271
2022
Q4 		$448K Buy
9,755
+2,352
+32% +$102K 0.04% 256
2022
Q3 		$285K Sell
7,403
-2,204
-23% -$94K 0.03% 307
2022
Q2 		$417K Buy
9,607
+1,553
+19% +$73.9K 0.04% 267
2022
Q1 		$405K Buy
8,054
+2,695
+50% +$137K 0.03% 285
2021
Q4 		$270K Buy
+5,359
New +$274K 0.02% 314

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

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

Visionary Wealth Advisors increased its iShares MSCI EAFE Value ETF (EFV) stake by 3.3% in Q2 2026, buying an estimated $21K and bringing the position to 8,466 shares worth $648K. The position accounts for 0.03% of the portfolio, ranked #380.

Visionary Wealth Advisors first reported a position in EFV in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.19M in Q4 2023. 1,249 funds tracked by Wall St. Rank hold EFV as of Q2 2026.

  • Visionary Wealth Advisors held 8,466 shares of iShares MSCI EAFE Value ETF worth $648K as of Q2 2026.
  • Visionary Wealth Advisors bought 271 iShares MSCI EAFE Value ETF shares in Q2 2026, an estimated $21K.
  • iShares MSCI EAFE Value ETF made up 0.03% of Visionary Wealth Advisors's portfolio in Q2 2026, its #380 holding.
  • Visionary Wealth Advisors first reported a position in iShares MSCI EAFE Value ETF in Q4 2021 and has held it in 19 quarters since.
  • Visionary Wealth Advisors's iShares MSCI EAFE Value ETF position peaked at $1.19M in Q4 2023.
  • 1,249 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q2 2026.

Based on Visionary Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.