WQ
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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
Q2 		$776K Sell
10,136
-30,733
-75% -$2.38M 0.24% 67
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 $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

Wealth Quarterback's EFV Position: Q2 2026 in Review

Wealth Quarterback reduced its iShares MSCI EAFE Value ETF (EFV) stake by 75% in Q2 2026, selling an estimated $2.38M and leaving 10,136 shares worth $776K. The position accounts for 0.24% of the portfolio, ranked #67.

Wealth Quarterback first reported a position in EFV in Q1 2025 and has held it in 6 quarters since. The position peaked at $3.31M in Q4 2025. 1,249 funds tracked by Wall St. Rank hold EFV as of Q2 2026.

  • Wealth Quarterback held 10,136 shares of iShares MSCI EAFE Value ETF worth $776K as of Q2 2026.
  • Wealth Quarterback sold 30,733 iShares MSCI EAFE Value ETF shares in Q2 2026, an estimated $2.38M.
  • iShares MSCI EAFE Value ETF made up 0.24% of Wealth Quarterback's portfolio in Q2 2026, its #67 holding.
  • Wealth Quarterback first reported a position in iShares MSCI EAFE Value ETF in Q1 2025 and has held it in 6 quarters since.
  • Wealth Quarterback's iShares MSCI EAFE Value ETF position peaked at $3.31M in Q4 2025.
  • 1,249 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q2 2026.

Based on Wealth Quarterback's 13F filing for Q2 2026, filed 27 Jul 2026.