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West Wealth Group’s iShares MSCI EAFE Value ETF EFV Stock Holding History

West Wealth Group’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 		$7.56M Sell
98,735
-164,345
-62% -$12.7M 1.24% 18
2026
Q1 		$19.6M Sell
263,080
-194,639
-43% -$14.6M 3.87% 7
2025
Q4 		$32.7M Buy
457,719
+29,243
+7% +$2.03M 6.78% 4
2025
Q3 		$29M Sell
428,476
-36,898
-8% -$2.43M 6.55% 4
2025
Q2 		$30.1M Buy
465,374
+140,880
+43% +$8.62M 7.48% 3
2025
Q1 		$19.1M Sell
324,494
-52,029
-14% -$2.94M 5.66% 6
2024
Q4 		$19.8M Buy
376,523
+32,996
+10% +$1.81M 5.89% 5
2024
Q3 		$19.8M Buy
343,527
+153,538
+81% +$8.48M 6.4% 5
2024
Q2 		$10.1M Sell
189,989
-88,812
-32% -$4.83M 3.56% 9
2024
Q1 		$15.2M Sell
278,801
-82,884
-23% -$4.33M 5.62% 4
2023
Q4 		$18.8M Sell
361,685
-24,215
-6% -$1.2M 7.43% 3
2023
Q3 		$18.9M Buy
385,900
+111,202
+40% +$5.51M 8.24% 2
2023
Q2 		$13.4M Buy
274,698
+5,979
+2% +$294K 5.69% 5
2023
Q1 		$13M Sell
268,719
-46,150
-15% -$2.23M 6.04% 5
2022
Q4 		$14.4M Sell
314,869
-31,729
-9% -$1.38M 7.18% 3
2022
Q3 		$13.4M Sell
346,598
-78,071
-18% -$3.33M 6.77% 3
2022
Q2 		$18.4M Buy
424,669
+14,102
+3% +$671K 8.54% 3
2022
Q1 		$20.6M Buy
410,567
+6,983
+2% +$355K 8.2% 3
2021
Q4 		$20.3M Buy
+403,584
New +$20.6M 7.65% 3

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

West Wealth Group's EFV Position: Q2 2026 in Review

West Wealth Group reduced its iShares MSCI EAFE Value ETF (EFV) stake by 62% in Q2 2026, selling an estimated $12.7M and leaving 98,735 shares worth $7.56M. The position accounts for 1.24% of the portfolio, ranked #18.

West Wealth Group first reported a position in EFV in Q4 2021 and has held it in 19 quarters since. The position peaked at $32.7M in Q4 2025. 1,249 funds tracked by Wall St. Rank hold EFV as of Q2 2026.

  • West Wealth Group held 98,735 shares of iShares MSCI EAFE Value ETF worth $7.56M as of Q2 2026.
  • West Wealth Group sold 164,345 iShares MSCI EAFE Value ETF shares in Q2 2026, an estimated $12.7M.
  • iShares MSCI EAFE Value ETF made up 1.24% of West Wealth Group's portfolio in Q2 2026, its #18 holding.
  • West Wealth Group first reported a position in iShares MSCI EAFE Value ETF in Q4 2021 and has held it in 19 quarters since.
  • West Wealth Group's iShares MSCI EAFE Value ETF position peaked at $32.7M in Q4 2025.
  • 1,249 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q2 2026.

Based on West Wealth Group's 13F filing for Q2 2026, filed 6 Aug 2026.