Wealthspire Advisors (New York)’s iShares MSCI EAFE Value ETF EFV Stock Holding History

Wealthspire Advisors (New York)’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 Q1	$2.33M	Buy	31,321 +1,901	+6%	+$143K	0.02%	268
2025 Q4	$2.1M	Sell	29,420 -28,336	-49%	-$1.97M	0.02%	287
2025 Q3	$3.92M	Sell	57,756 -1,058	-2%	-$69.7K	0.02%	188
2025 Q2	$3.73M	Buy	58,814 +2,378	+4%	+$146K	0.02%	187
2025 Q1	$3.33M	Buy	56,436 +29,272	+108%	+$1.66M	0.02%	197
2024 Q4	$1.43M	Buy	27,164 +71	+0.3%	+$3.89K	0.01%	301
2024 Q3	$1.56M	Buy	27,093 +3,391	+14%	+$187K	0.02%	293
2024 Q2	$1.26M	Sell	23,702 -1,986	-8%	-$108K	0.02%	275
2024 Q1	$1.4M	Sell	25,688 -843	-3%	-$44K	0.02%	256
2023 Q4	$1.38M	Sell	26,531 -1,116	-4%	-$55.2K	0.02%	255
2023 Q3	$1.35M	Sell	27,647 -1,066	-4%	-$52.8K	0.02%	227
2023 Q2	$1.41M	Sell	28,713 -2,244	-7%	-$110K	0.02%	200
2023 Q1	$1.5M	Sell	30,957 -3,909	-11%	-$189K	0.03%	186
2022 Q4	$1.6M	Sell	34,866 -14,213	-29%	-$617K	0.03%	185
2022 Q3	$1.89M	Buy	+49,079	New	+$2.09M	0.04%	149
2022 Q2	–	Sell	-9,865	Closed	-$496K	–	501
2022 Q1	$496K	Buy	+9,865	New	+$502K	0.01%	275

Other funds holding EFV

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Wealthspire Advisors (New York)'s EFV Position: Q1 2026 in Review

Wealthspire Advisors (New York) increased its iShares MSCI EAFE Value ETF (EFV) stake by 6.5% in Q1 2026, buying an estimated $143K and bringing the position to 31,321 shares worth $2.33M. The position accounts for 0.02% of the portfolio, ranked #268.

Wealthspire Advisors (New York) first reported a position in EFV in Q1 2022 and has held it in 16 quarters since. The position peaked at $3.92M in Q3 2025. 1,254 funds tracked by Wall St. Rank hold EFV as of Q1 2026.

Wealthspire Advisors (New York) held 31,321 shares of iShares MSCI EAFE Value ETF worth $2.33M as of Q1 2026.
Wealthspire Advisors (New York) bought 1,901 iShares MSCI EAFE Value ETF shares in Q1 2026, an estimated $143K.
iShares MSCI EAFE Value ETF made up 0.02% of Wealthspire Advisors (New York)'s portfolio in Q1 2026, its #268 holding.
Wealthspire Advisors (New York) first reported a position in iShares MSCI EAFE Value ETF in Q1 2022 and has held it in 16 quarters since.
Wealthspire Advisors (New York)'s iShares MSCI EAFE Value ETF position peaked at $3.92M in Q3 2025.
1,254 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q1 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q1 2026, filed 1 May 2026.