WealthGarden F.S.’s iShares MSCI EAFE Value ETF EFV Stock Holding History

WealthGarden F.S.’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	$546K	Sell	7,127 -12,169	-63%	-$942K	0.31%	90
2026 Q1	$1.43M	Sell	19,296 -14,178	-42%	-$1.07M	0.98%	27
2025 Q4	$2.49M	Sell	33,474 -2,482	-7%	-$172K	1.64%	15
2025 Q3	$2.46M	Sell	35,956 -7,937	-18%	-$523K	1.76%	14
2025 Q2	$2.78M	Buy	43,893 +17,921	+69%	+$1.1M	2.31%	7
2025 Q1	$1.53M	Sell	25,972 -14,386	-36%	-$814K	1.47%	18
2024 Q4	$2.12M	Buy	40,358 +2,041	+5%	+$112K	1.98%	11
2024 Q3	$2.2M	Buy	38,317 +24,122	+170%	+$1.33M	2.14%	7
2024 Q2	$753K	Buy	+14,195	New	+$772K	0.79%	37

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

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 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 Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

WealthGarden F.S.'s EFV Position: Q2 2026 in Review

WealthGarden F.S. reduced its iShares MSCI EAFE Value ETF (EFV) stake by 63% in Q2 2026, selling an estimated $942K and leaving 7,127 shares worth $546K. The position accounts for 0.31% of the portfolio, ranked #90.

WealthGarden F.S. first reported a position in EFV in Q2 2024 and has held it in 9 quarters since. The position peaked at $2.78M in Q2 2025. 614 funds tracked by Wall St. Rank hold EFV as of Q2 2026.

WealthGarden F.S. held 7,127 shares of iShares MSCI EAFE Value ETF worth $546K as of Q2 2026.
WealthGarden F.S. sold 12,169 iShares MSCI EAFE Value ETF shares in Q2 2026, an estimated $942K.
iShares MSCI EAFE Value ETF made up 0.31% of WealthGarden F.S.'s portfolio in Q2 2026, its #90 holding.
WealthGarden F.S. first reported a position in iShares MSCI EAFE Value ETF in Q2 2024 and has held it in 9 quarters since.
WealthGarden F.S.'s iShares MSCI EAFE Value ETF position peaked at $2.78M in Q2 2025.
614 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q2 2026.

Based on WealthGarden F.S.'s 13F filing for Q2 2026, filed 31 Jul 2026.