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RAFFA WEALTH MANAGEMENT, LLC’s iShares MSCI EAFE Value ETF EFV Stock Holding History

RAFFA WEALTH MANAGEMENT, LLC’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 		$1.12M Buy
14,649
+6,476
+79% +$501K 0.14% 44
2026
Q1 		$597K Sell
8,173
-5
-0.1% -$376 0.09% 55
2025
Q4 		$584K Buy
8,178
+124
+2% +$8.62K 0.09% 60
2025
Q3 		$546K Hold
8,054
– – 0.1% 58
2025
Q2 		$511K Buy
8,054
+117
+1% +$7.16K 0.1% 57
2025
Q1 		$471K Hold
7,937
– – 0.11% 54
2024
Q4 		$416K Buy
7,937
+92
+1% +$5.04K 0.1% 55
2024
Q3 		$453K Sell
7,845
-38
-0.5% -$2.1K 0.11% 54
2024
Q2 		$418K Buy
7,883
+157
+2% +$8.53K 0.12% 57
2024
Q1 		$420K Hold
7,726
– – 0.13% 56
2023
Q4 		$403K Buy
7,726
+17
+0.2% +$841 0.12% 53
2023
Q3 		$377K Sell
7,709
-250
-3% -$12.4K 0.13% 46
2023
Q2 		$389K Sell
7,959
-50
-0.6% -$2.46K 0.13% 45
2023
Q1 		$389K Hold
8,009
– – 0.14% 42
2022
Q4 		$367K Buy
8,009
+18
+0.2% +$781 0.15% 38
2022
Q3 		$308K Hold
7,991
– – 0.14% 41
2022
Q2 		$347K Buy
7,991
+236
+3% +$11.2K 0.16% 36
2022
Q1 		$390K Buy
7,755
+181
+2% +$9.2K 0.15% 34
2021
Q4 		$382K Buy
7,574
+489
+7% +$25K 0.12% 40
2021
Q3 		$360K Hold
7,085
– – 0.12% 37
2021
Q2 		$367K Sell
7,085
-416
-6% -$22K 0.13% 36
2021
Q1 		$382K Hold
7,501
– – 0.13% 39
2020
Q4 		$354K Sell
7,501
-163
-2% -$7.18K 0.13% 36
2020
Q3 		$309K Hold
7,664
– – 0.12% 37
2020
Q2 		$306K Buy
7,664
+1,049
+16% +$40K 0.12% 33
2020
Q1 		$236K Sell
6,615
-9,091
-58% -$404K 0.09% 37
2019
Q4 		$784K Buy
15,706
+187
+1% +$9.17K 0.27% 22
2019
Q3 		$735K Buy
+15,519
New +$723K 0.26% 21
2019
Q2 		– Sell
-12,878
Closed -$629K – 928
2019
Q1 		$629K Hold
12,878
– – 0.25% 21
2018
Q4 		$582K Buy
12,878
+7,346
+133% +$354K 0.22% 33
2018
Q3 		$287K Hold
5,532
– – 0.1% 72
2018
Q2 		$284K Hold
5,532
– – 0.11% 54
2018
Q1 		$302K Buy
5,532
+98
+2% +$5.5K 0.11% 63
2017
Q4 		$300K Hold
5,434
– – 0.12% 65
2017
Q3 		$297K Buy
+5,434
New +$288K 0.12% 67

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

RAFFA WEALTH MANAGEMENT, LLC's EFV Position: Q2 2026 in Review

RAFFA WEALTH MANAGEMENT, LLC increased its iShares MSCI EAFE Value ETF (EFV) stake by 79% in Q2 2026, buying an estimated $501K and bringing the position to 14,649 shares worth $1.12M. The position accounts for 0.14% of the portfolio, ranked #44.

RAFFA WEALTH MANAGEMENT, LLC first reported a position in EFV in Q3 2017 and has held it in 35 quarters since. 456 funds tracked by Wall St. Rank hold EFV as of Q2 2026.

  • RAFFA WEALTH MANAGEMENT, LLC held 14,649 shares of iShares MSCI EAFE Value ETF worth $1.12M as of Q2 2026.
  • RAFFA WEALTH MANAGEMENT, LLC bought 6,476 iShares MSCI EAFE Value ETF shares in Q2 2026, an estimated $501K.
  • iShares MSCI EAFE Value ETF made up 0.14% of RAFFA WEALTH MANAGEMENT, LLC's portfolio in Q2 2026, its #44 holding.
  • RAFFA WEALTH MANAGEMENT, LLC first reported a position in iShares MSCI EAFE Value ETF in Q3 2017 and has held it in 35 quarters since.
  • 456 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q2 2026.

Based on RAFFA WEALTH MANAGEMENT, LLC's 13F filing for Q2 2026, filed 27 Jul 2026.