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

Wealth Quarterback’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
Q1 		$3.04M Sell
40,869
-5,438
-12% -$409K 1.2% 18
2025
Q4 		$3.31M Buy
46,307
+4,717
+11% +$328K 1.19% 15
2025
Q3 		$2.82M Buy
41,590
+2,350
+6% +$155K 1.09% 19
2025
Q2 		$2.49M Buy
39,240
+24,021
+158% +$1.47M 1.18% 18
2025
Q1 		$897K Buy
+15,219
New +$861K 0.5% 50

Other funds holding EFV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Wealth Quarterback's EFV Position: Q1 2026 in Review

Wealth Quarterback reduced its iShares MSCI EAFE Value ETF (EFV) stake by 12% in Q1 2026, selling an estimated $409K and leaving 40,869 shares worth $3.04M. The position accounts for 1.2% of the portfolio, ranked #18.

Wealth Quarterback first reported a position in EFV in Q1 2025 and has held it in 5 quarters since. The position peaked at $3.31M in Q4 2025. 1,254 funds tracked by Wall St. Rank hold EFV as of Q1 2026.

  • Wealth Quarterback held 40,869 shares of iShares MSCI EAFE Value ETF worth $3.04M as of Q1 2026.
  • Wealth Quarterback sold 5,438 iShares MSCI EAFE Value ETF shares in Q1 2026, an estimated $409K.
  • iShares MSCI EAFE Value ETF made up 1.2% of Wealth Quarterback's portfolio in Q1 2026, its #18 holding.
  • Wealth Quarterback first reported a position in iShares MSCI EAFE Value ETF in Q1 2025 and has held it in 5 quarters since.
  • Wealth Quarterback's iShares MSCI EAFE Value ETF position peaked at $3.31M in Q4 2025.
  • 1,254 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q1 2026.

Based on Wealth Quarterback's 13F filing for Q1 2026, filed 9 Apr 2026.