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Wells Financial Advisors’s iShares MSCI EAFE Value ETF EFV Stock Holding History

Wells Financial Advisors’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 		– Sell
-665
Closed -$49.4K – 45
2026
Q1 		$49.4K Sell
665
-1,390
-68% -$104K 0.22% 42
2025
Q4 		$147K Sell
2,055
-530
-21% -$36.8K 0.28% 38
2025
Q3 		$175K Buy
2,585
+65
+3% +$4.28K 0.23% 43
2025
Q2 		$160K Buy
2,520
+1,555
+161% +$95.1K 0.22% 43
2025
Q1 		$56.9K Buy
965
+500
+108% +$28.3K 0.08% 57
2024
Q4 		$24.4K Sell
465
-198
-30% -$10.8K 0.03% 68
2024
Q3 		$38.1K Sell
663
-8,419
-93% -$465K 0.05% 61
2024
Q2 		$482K Buy
+9,082
New +$494K 0.32% 37

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

Wells Financial Advisors's EFV Position: Q2 2026 in Review

Wells Financial Advisors sold out of iShares MSCI EAFE Value ETF (EFV) in Q2 2026, closing a stake of 665 shares — an estimated $49.4K sold.

Wells Financial Advisors first reported a position in EFV in Q2 2024 and held it in 8 quarters. The position peaked at $482K in Q2 2024. 1,249 funds tracked by Wall St. Rank hold EFV as of Q2 2026.

  • Wells Financial Advisors reported no remaining iShares MSCI EAFE Value ETF position as of Q2 2026 after selling out during the quarter.
  • Wells Financial Advisors sold 665 iShares MSCI EAFE Value ETF shares in Q2 2026, an estimated $49.4K.
  • Wells Financial Advisors first reported a position in iShares MSCI EAFE Value ETF in Q2 2024 and held it in 8 quarters.
  • Wells Financial Advisors's iShares MSCI EAFE Value ETF position peaked at $482K in Q2 2024.
  • 1,249 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q2 2026.

Based on Wells Financial Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.