Wedmont Private Capital’s iShares MSCI EAFE Value ETF EFV Stock Holding History

Wedmont Private Capital’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	$316K	Sell	4,036 -374	-8%	-$29K	0.01%	720
2026 Q1	$343K	Sell	4,410 -406	-8%	-$30.5K	0.01%	619
2025 Q4	$346K	Buy	4,816 +77	+2%	+$5.35K	0.01%	601
2025 Q3	$323K	Sell	4,739 -2,206	-32%	-$145K	0.01%	603
2025 Q2	$446K	Buy	6,945 +550	+9%	+$33.7K	0.02%	461
2025 Q1	$362K	Hold	6,395	–	–	0.02%	467
2024 Q4	$332K	Buy	6,395 +17	+0.3%	+$931	0.02%	506
2024 Q3	$361K	Hold	6,378	–	–	0.02%	459
2024 Q2	$352K	Sell	6,378 -1,467	-19%	-$79.7K	0.02%	443
2024 Q1	$428K	Hold	7,845	–	–	0.03%	361
2023 Q4	$411K	Sell	7,845 -814	-9%	-$40.3K	0.03%	356
2023 Q3	$418K	Buy	8,659 +4,284	+98%	+$212K	0.04%	300
2023 Q2	$218K	Buy	+4,375	New	+$215K	0.02%	454
2022 Q3	–	Sell	-4,948	Closed	-$215K	–	381
2022 Q2	$215K	Buy	4,948 +93	+2%	+$4.43K	0.05%	308
2022 Q1	$246K	Buy	+4,855	New	+$247K	0.05%	275

Other funds holding EFV

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 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 Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

OCA

OpenArc Corporate Advisory Atlanta, Georgia $8.41B AUM

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

Wedmont Private Capital's EFV Position: Q2 2026 in Review

Wedmont Private Capital reduced its iShares MSCI EAFE Value ETF (EFV) stake by 8.5% in Q2 2026, selling an estimated $29K and leaving 4,036 shares worth $316K. The position accounts for 0.01% of the portfolio, ranked #720.

Wedmont Private Capital first reported a position in EFV in Q1 2022 and has held it in 15 quarters since. The position peaked at $446K in Q2 2025. 833 funds tracked by Wall St. Rank hold EFV as of Q2 2026.

Wedmont Private Capital held 4,036 shares of iShares MSCI EAFE Value ETF worth $316K as of Q2 2026.
Wedmont Private Capital sold 374 iShares MSCI EAFE Value ETF shares in Q2 2026, an estimated $29K.
iShares MSCI EAFE Value ETF made up 0.01% of Wedmont Private Capital's portfolio in Q2 2026, its #720 holding.
Wedmont Private Capital first reported a position in iShares MSCI EAFE Value ETF in Q1 2022 and has held it in 15 quarters since.
Wedmont Private Capital's iShares MSCI EAFE Value ETF position peaked at $446K in Q2 2025.
833 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q2 2026.

Based on Wedmont Private Capital's 13F filing for Q2 2026, filed 13 Jul 2026.