WhitTier Trust Company’s iShares MSCI EAFE Value ETF EFV Stock Holding History

WhitTier Trust Company’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	$784K	Hold	10,031	–	–	0.01%	340
2026 Q1	$756K	Sell	10,031 -100	-1%	-$7.52K	0.02%	328
2025 Q4	$733K	Hold	10,131	–	–	0.02%	325
2025 Q3	$696K	Hold	10,131	–	–	0.01%	322
2025 Q2	$643K	Buy	10,131 +193	+2%	+$11.8K	0.01%	363
2025 Q1	$586K	Sell	9,938 -215	-2%	-$12.2K	0.01%	360
2024 Q4	$533K	Hold	10,153	–	–	0.01%	358
2024 Q3	$584K	Buy	10,153 +215	+2%	+$11.9K	0.02%	339
2024 Q2	$527K	Sell	9,938 -6,309	-39%	-$343K	0.01%	340
2024 Q1	$884K	Sell	16,247 -7,020	-30%	-$366K	0.03%	289
2023 Q4	$1.21M	Hold	23,267	–	–	0.04%	261
2023 Q3	$1.14M	Hold	23,267	–	–	0.04%	265
2023 Q2	$1.14M	Buy	23,267 +1,860	+9%	+$91.6K	0.04%	269
2023 Q1	$1.04M	Buy	21,407 +1,860	+10%	+$90K	0.04%	270
2022 Q4	$897K	Buy	19,547 +10,109	+107%	+$439K	0.04%	287
2022 Q3	$364K	Hold	9,438	–	–	0.02%	373
2022 Q2	$410K	Buy	+9,438	New	+$449K	0.02%	360

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

WhitTier Trust Company's EFV Position: Q2 2026 in Review

WhitTier Trust Company held its iShares MSCI EAFE Value ETF (EFV) position steady in Q2 2026 at 10,031 shares worth $784K. The position accounts for 0.01% of the portfolio, ranked #340.

WhitTier Trust Company first reported a position in EFV in Q2 2022 and has held it in 17 quarters since. The position peaked at $1.21M in Q4 2023. 833 funds tracked by Wall St. Rank hold EFV as of Q2 2026.

WhitTier Trust Company held 10,031 shares of iShares MSCI EAFE Value ETF worth $784K as of Q2 2026.
WhitTier Trust Company left its iShares MSCI EAFE Value ETF share count unchanged in Q2 2026.
iShares MSCI EAFE Value ETF made up 0.01% of WhitTier Trust Company's portfolio in Q2 2026, its #340 holding.
WhitTier Trust Company first reported a position in iShares MSCI EAFE Value ETF in Q2 2022 and has held it in 17 quarters since.
WhitTier Trust Company's iShares MSCI EAFE Value ETF position peaked at $1.21M in Q4 2023.
833 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q2 2026.

Based on WhitTier Trust Company's 13F filing for Q2 2026, filed 28 Jul 2026.