Wilkerson Advisory Group’s iShares MSCI EAFE Value ETF EFV Stock Holding History

Wilkerson Advisory 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	$1.51M	Sell	19,723 -4	-0%	-$310	0.46%	33
2026 Q1	$1.47M	Sell	19,727 -731	-4%	-$54.9K	0.5%	31
2025 Q4	$1.46M	Buy	+20,458	New	+$1.42M	0.51%	31

Other funds holding EFV

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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 Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Wilkerson Advisory Group's EFV Position: Q2 2026 in Review

Wilkerson Advisory Group reduced its iShares MSCI EAFE Value ETF (EFV) stake by 0.02% in Q2 2026, selling an estimated $310 and leaving 19,723 shares worth $1.51M. The position accounts for 0.46% of the portfolio, ranked #33.

Wilkerson Advisory Group first reported a position in EFV in Q4 2025 and has held it in 3 quarters since. 1,245 funds tracked by Wall St. Rank hold EFV as of Q2 2026.

Wilkerson Advisory Group held 19,723 shares of iShares MSCI EAFE Value ETF worth $1.51M as of Q2 2026.
Wilkerson Advisory Group sold 4 iShares MSCI EAFE Value ETF shares in Q2 2026, an estimated $310.
iShares MSCI EAFE Value ETF made up 0.46% of Wilkerson Advisory Group's portfolio in Q2 2026, its #33 holding.
Wilkerson Advisory Group first reported a position in iShares MSCI EAFE Value ETF in Q4 2025 and has held it in 3 quarters since.
1,245 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q2 2026.

Based on Wilkerson Advisory Group's 13F filing for Q2 2026, filed 21 Jul 2026.