Wealth Enhancement Advisory Services
EFV icon

Wealth Enhancement Advisory Services’s iShares MSCI EAFE Value ETF EFV Stock Holding History

Wealth Enhancement Advisory Services’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 		$32.3M Sell
412,652
-104,822
-20% -$8.12M 0.05% 300
2026
Q1 		$38.8M Buy
517,474
+171,265
+49% +$12.9M 0.08% 237
2025
Q4 		$25.1M Buy
346,209
+31,950
+10% +$2.22M 0.03% 413
2025
Q3 		$21.4M Buy
314,259
+7,235
+2% +$477K 0.03% 439
2025
Q2 		$19.6M Sell
307,024
-19,879
-6% -$1.22M 0.03% 428
2025
Q1 		$19.3M Buy
326,903
+13,986
+4% +$791K 0.04% 410
2024
Q4 		$16.4M Buy
312,917
+39,237
+14% +$2.15M 0.03% 420
2024
Q3 		$15.7M Buy
273,680
+8,885
+3% +$491K 0.03% 399
2024
Q2 		$14M Buy
264,795
+1,060
+0.4% +$57.6K 0.03% 402
2024
Q1 		$14.3M Buy
263,735
+9,868
+4% +$515K 0.04% 385
2023
Q4 		$13.2M Sell
253,867
-19,734
-7% -$977K 0.04% 374
2023
Q3 		$13.4M Buy
+273,601
New +$13.6M 0.04% 348

Other funds holding EFV

AOI
Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 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
BAM
Brave Asset Management Summit, New Jersey $467M AUM 33.05% 1-Year Est. Return
OWA
Octavia Wealth Advisors Cincinnati, Ohio $1.16B AUM 25.42% 1-Year Est. Return
WFPG
Waller Financial Planning Group Columbus, Ohio $486M AUM 17.78% 1-Year Est. Return
ACA
Affinity Capital Advisors Berkeley, California $810M AUM 24.85% 1-Year Est. Return
ICMP
Integrated Capital Management (Pennsylvania) Jessup, Pennsylvania $143M AUM 18.2% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
SWA
Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return