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Wealthcare Advisory Partners’s iShares MSCI EAFE Value ETF EFV Stock Holding History

Wealthcare Advisory Partners’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 		$9.23M Buy
120,520
+1,675
+1% +$130K 0.17% 117
2026
Q1 		$8.84M Sell
118,845
-19,927
-14% -$1.5M 0.17% 124
2025
Q4 		$9.91M Buy
138,772
+8,231
+6% +$572K 0.19% 107
2025
Q3 		$8.85M Sell
130,541
-934
-0.7% -$61.5K 0.18% 113
2025
Q2 		$8.35M Buy
131,475
+417
+0.3% +$25.5K 0.19% 108
2025
Q1 		$7.72M Sell
131,058
-676
-0.5% -$38.2K 0.21% 90
2024
Q4 		$6.91M Sell
131,734
-5,291
-4% -$290K 0.19% 98
2024
Q3 		$7.88M Buy
137,025
+9,950
+8% +$549K 0.22% 87
2024
Q2 		$6.74M Buy
127,075
+7,937
+7% +$431K 0.21% 86
2024
Q1 		$6.48M Buy
119,138
+6,753
+6% +$352K 0.21% 86
2023
Q4 		$5.86M Buy
112,385
+6,859
+6% +$339K 0.23% 75
2023
Q3 		$5.16M Sell
105,526
-38,584
-27% -$1.91M 0.24% 77
2023
Q2 		$7.05M Sell
144,110
-6,462
-4% -$318K 0.32% 64
2023
Q1 		$7.31M Buy
150,572
+3,397
+2% +$164K 0.31% 61
2022
Q4 		$6.75M Sell
147,175
-32,342
-18% -$1.4M 0.32% 59
2022
Q3 		$6.92M Buy
179,517
+98,105
+121% +$4.18M 0.39% 53
2022
Q2 		$3.53M Buy
81,412
+15,715
+24% +$748K 0.21% 77
2022
Q1 		$3.3M Buy
65,697
+3,457
+6% +$176K 0.2% 64
2021
Q4 		$3.14M Sell
62,240
-8,352
-12% -$426K 0.19% 67
2021
Q3 		$3.59M Sell
70,592
-2,167
-3% -$112K 0.23% 64
2021
Q2 		$3.77M Buy
72,759
+126
+0.2% +$6.66K 0.25% 60
2021
Q1 		$3.7M Buy
72,633
+3,754
+5% +$187K 0.27% 53
2020
Q4 		$3.25M Sell
68,879
-1,178
-2% -$51.9K 0.29% 47
2020
Q3 		$2.83M Buy
70,057
+22,734
+48% +$940K 0.31% 40
2020
Q2 		$1.89M Buy
47,323
+22,172
+88% +$846K 0.24% 53
2020
Q1 		$898K Buy
25,151
+3,494
+16% +$155K 0.13% 99
2019
Q4 		$1.08M Buy
21,657
+2,211
+11% +$108K 0.14% 96
2019
Q3 		$921K Buy
19,446
+1,733
+10% +$80.8K 0.13% 93
2019
Q2 		$851K Buy
17,713
+711
+4% +$34.7K 0.13% 96
2019
Q1 		$831K Sell
17,002
-247
-1% -$11.9K 0.14% 91
2018
Q4 		$780K Buy
17,249
+1,170
+7% +$56.4K 0.15% 88
2018
Q3 		$835K Buy
16,079
+1,195
+8% +$61.6K 0.15% 85
2018
Q2 		$764K Buy
14,884
+684
+5% +$37.4K 0.15% 87
2018
Q1 		$775K Buy
14,200
+4,705
+50% +$264K 0.18% 78
2017
Q4 		$524K Sell
9,495
-16
-0.2% -$879 0.13% 88
2017
Q3 		$519K Buy
9,511
+637
+7% +$33.8K 0.15% 80
2017
Q2 		$459K Buy
8,874
+984
+12% +$50.9K 0.22% 25
2017
Q1 		$397K Buy
7,890
+1,748
+28% +$85.9K 0.22% 24
2016
Q4 		$290K Sell
6,142
-1,441
-19% -$67K 0.17% 24
2016
Q3 		$350K Sell
7,583
-361
-5% -$16.2K 0.23% 22
2016
Q2 		$341K Buy
+7,944
New +$358K 0.24% 22

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

Wealthcare Advisory Partners's EFV Position: Q2 2026 in Review

Wealthcare Advisory Partners increased its iShares MSCI EAFE Value ETF (EFV) stake by 1.4% in Q2 2026, buying an estimated $130K and bringing the position to 120,520 shares worth $9.23M. The position accounts for 0.17% of the portfolio, ranked #117.

Wealthcare Advisory Partners first reported a position in EFV in Q2 2016 and has held it in 41 quarters since. The position peaked at $9.91M in Q4 2025. 311 funds tracked by Wall St. Rank hold EFV as of Q2 2026.

  • Wealthcare Advisory Partners held 120,520 shares of iShares MSCI EAFE Value ETF worth $9.23M as of Q2 2026.
  • Wealthcare Advisory Partners bought 1,675 iShares MSCI EAFE Value ETF shares in Q2 2026, an estimated $130K.
  • iShares MSCI EAFE Value ETF made up 0.17% of Wealthcare Advisory Partners's portfolio in Q2 2026, its #117 holding.
  • Wealthcare Advisory Partners first reported a position in iShares MSCI EAFE Value ETF in Q2 2016 and has held it in 41 quarters since.
  • Wealthcare Advisory Partners's iShares MSCI EAFE Value ETF position peaked at $9.91M in Q4 2025.
  • 311 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q2 2026.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2026, filed 9 Jul 2026.