VAG
EFV icon

VisionPoint Advisory Group’s iShares MSCI EAFE Value ETF EFV Stock Holding History

VisionPoint Advisory Group’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 		$1.02M Buy
13,382
+7,686
+135% +$595K 0.17% 141
2026
Q1 		$423K Sell
5,696
-5,606
-50% -$421K 0.08% 254
2025
Q4 		$807K Buy
+11,302
New +$785K 0.16% 147

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
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
CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return

VisionPoint Advisory Group's EFV Position: Q2 2026 in Review

VisionPoint Advisory Group increased its iShares MSCI EAFE Value ETF (EFV) stake by 135% in Q2 2026, buying an estimated $595K and bringing the position to 13,382 shares worth $1.02M. The position accounts for 0.17% of the portfolio, ranked #141.

VisionPoint Advisory Group first reported a position in EFV in Q4 2025 and has held it in 3 quarters since. 279 funds tracked by Wall St. Rank hold EFV as of Q2 2026.

  • VisionPoint Advisory Group held 13,382 shares of iShares MSCI EAFE Value ETF worth $1.02M as of Q2 2026.
  • VisionPoint Advisory Group bought 7,686 iShares MSCI EAFE Value ETF shares in Q2 2026, an estimated $595K.
  • iShares MSCI EAFE Value ETF made up 0.17% of VisionPoint Advisory Group's portfolio in Q2 2026, its #141 holding.
  • VisionPoint Advisory Group first reported a position in iShares MSCI EAFE Value ETF in Q4 2025 and has held it in 3 quarters since.
  • 279 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q2 2026.

Based on VisionPoint Advisory Group's 13F filing for Q2 2026, filed 7 Jul 2026.