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

WealthShield 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 		$5.13M Sell
66,966
-76,444
-53% -$5.92M 0.78% 37
2026
Q1 		$10.7M Sell
143,410
-21,697
-13% -$1.63M 1.19% 16
2025
Q4 		$11.8M Sell
165,107
-19,646
-11% -$1.37M 1.3% 15
2025
Q3 		$12.5M Sell
184,753
-28,548
-13% -$1.88M 1.42% 14
2025
Q2 		$13.5M Buy
213,301
+69,258
+48% +$4.24M 1.64% 11
2025
Q1 		$8.49M Sell
144,043
-10,682
-7% -$604K 1.09% 22
2024
Q4 		$8.12M Sell
154,725
-462
-0.3% -$25.3K 1.15% 21
2024
Q3 		$8.93M Buy
155,187
+89,898
+138% +$4.96M 1.21% 21
2024
Q2 		$3.46M Sell
65,289
-40,380
-38% -$2.19M 0.53% 50
2024
Q1 		$5.75M Sell
105,669
-39,813
-27% -$2.08M 0.93% 27
2023
Q4 		$7.58M Sell
145,482
-26,638
-15% -$1.32M 1.25% 15
2023
Q3 		$8.42M Buy
172,120
+52,678
+44% +$2.61M 1.27% 15
2023
Q2 		$5.85M Sell
119,442
-1,280
-1% -$63K 0.88% 27
2023
Q1 		$5.86M Sell
120,722
-29,923
-20% -$1.45M 0.94% 26
2022
Q4 		$6.91M Buy
150,645
+14,475
+11% +$628K 1.32% 14
2022
Q3 		$5.25M Sell
136,170
-19,631
-13% -$837K 1.04% 24
2022
Q2 		$6.76M Buy
155,801
+10,639
+7% +$507K 1.34% 18
2022
Q1 		$7.3M Buy
145,162
+8,166
+6% +$415K 1.17% 17
2021
Q4 		$6.9M Buy
136,996
+145
+0.1% +$7.4K 1.15% 20
2021
Q3 		$6.96M Sell
136,851
-105,188
-43% -$5.45M 1.86% 11
2021
Q2 		$12.5M Buy
242,039
+30,986
+15% +$1.64M 1.96% 11
2021
Q1 		$10.8M Buy
+211,053
New +$10.5M 1.93% 8
2019
Q2 		– Sell
-524
Closed -$26K – 240
2019
Q1 		$26K Sell
524
-381
-42% -$18.3K 0.01% 212
2018
Q4 		$41K Buy
905
+498
+122% +$24K 0.03% 166
2018
Q3 		$21K Hold
407
– – 0.01% 188
2018
Q2 		$21K Hold
407
– – 0.01% 180
2018
Q1 		$22K Hold
407
– – 0.01% 175
2017
Q4 		$23K Buy
+407
New +$22.3K 0.01% 172

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

WealthShield Partners's EFV Position: Q2 2026 in Review

WealthShield Partners reduced its iShares MSCI EAFE Value ETF (EFV) stake by 53% in Q2 2026, selling an estimated $5.92M and leaving 66,966 shares worth $5.13M. The position accounts for 0.78% of the portfolio, ranked #37.

WealthShield Partners first reported a position in EFV in Q4 2017 and has held it in 28 quarters since. The position peaked at $13.5M in Q2 2025. 1,251 funds tracked by Wall St. Rank hold EFV as of Q2 2026.

  • WealthShield Partners held 66,966 shares of iShares MSCI EAFE Value ETF worth $5.13M as of Q2 2026.
  • WealthShield Partners sold 76,444 iShares MSCI EAFE Value ETF shares in Q2 2026, an estimated $5.92M.
  • iShares MSCI EAFE Value ETF made up 0.78% of WealthShield Partners's portfolio in Q2 2026, its #37 holding.
  • WealthShield Partners first reported a position in iShares MSCI EAFE Value ETF in Q4 2017 and has held it in 28 quarters since.
  • WealthShield Partners's iShares MSCI EAFE Value ETF position peaked at $13.5M in Q2 2025.
  • 1,251 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q2 2026.

Based on WealthShield Partners's 13F filing for Q2 2026, filed 12 Aug 2026.