Wealthfront Advisers
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Wealthfront Advisers’s iShares MSCI EAFE Value ETF EFV Stock Holding History

Wealthfront Advisers’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 		$984K Buy
12,859
+1,552
+14% +$120K ﹤0.01% 727
2026
Q1 		$841K Sell
11,307
-647
-5% -$48.6K ﹤0.01% 739
2025
Q4 		$854K Buy
11,954
+2,592
+28% +$180K ﹤0.01% 735
2025
Q3 		$635K Buy
9,362
+2,421
+35% +$159K ﹤0.01% 775
2025
Q2 		$441K Sell
6,941
-1,443
-17% -$88.3K ﹤0.01% 820
2025
Q1 		$494K Buy
8,384
+2,682
+47% +$152K ﹤0.01% 784
2024
Q4 		$299K Sell
5,702
-765
-12% -$41.9K ﹤0.01% 836
2024
Q3 		$372K Buy
6,467
+733
+13% +$40.5K ﹤0.01% 804
2024
Q2 		$304K Buy
5,734
+232
+4% +$12.6K ﹤0.01% 809
2024
Q1 		$299K Sell
5,502
-961
-15% -$50.2K ﹤0.01% 805
2023
Q4 		$337K Sell
6,463
-64
-1% -$3.17K ﹤0.01% 771
2023
Q3 		$319K Buy
6,527
+1,114
+21% +$55.2K ﹤0.01% 758
2023
Q2 		$265K Sell
5,413
-10
-0.2% -$492 ﹤0.01% 780
2023
Q1 		$263K Buy
5,423
+1,008
+23% +$48.8K ﹤0.01% 769
2022
Q4 		$203K Buy
+4,415
New +$192K ﹤0.01% 770

Other funds holding EFV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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
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
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Wealthfront Advisers's EFV Position: Q2 2026 in Review

Wealthfront Advisers increased its iShares MSCI EAFE Value ETF (EFV) stake by 14% in Q2 2026, buying an estimated $120K and bringing the position to 12,859 shares worth $984K. The position accounts for ﹤0.01% of the portfolio, ranked #727.

Wealthfront Advisers first reported a position in EFV in Q4 2022 and has held it in 15 quarters since. 1,011 funds tracked by Wall St. Rank hold EFV as of Q2 2026.

  • Wealthfront Advisers held 12,859 shares of iShares MSCI EAFE Value ETF worth $984K as of Q2 2026.
  • Wealthfront Advisers bought 1,552 iShares MSCI EAFE Value ETF shares in Q2 2026, an estimated $120K.
  • iShares MSCI EAFE Value ETF made up ﹤0.01% of Wealthfront Advisers's portfolio in Q2 2026, its #727 holding.
  • Wealthfront Advisers first reported a position in iShares MSCI EAFE Value ETF in Q4 2022 and has held it in 15 quarters since.
  • 1,011 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q2 2026.

Based on Wealthfront Advisers's 13F filing for Q2 2026, filed 7 Aug 2026.