Wingate Wealth Advisors’s iShares MSCI EAFE Value ETF EFV Stock Holding History

Wingate Wealth 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	$1.8M	Sell	23,553 -9,920	-30%	-$768K	0.79%	31
2026 Q1	$2.49M	Hold	33,473	–	–	1.33%	20
2025 Q4	$2.39M	Buy	33,473 +948	+3%	+$65.9K	1.33%	21
2025 Q3	$2.21M	Buy	32,525 +127	+0.4%	+$8.37K	1.53%	18
2025 Q2	$2.06M	Buy	32,398 +2	+0%	+$122	1.83%	15
2025 Q1	$1.91M	Sell	32,396 -3,275	-9%	-$185K	2.2%	10
2024 Q4	$1.87M	Buy	+35,671	New	+$1.95M	1.84%	13

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

Wingate Wealth Advisors's EFV Position: Q2 2026 in Review

Wingate Wealth Advisors reduced its iShares MSCI EAFE Value ETF (EFV) stake by 30% in Q2 2026, selling an estimated $768K and leaving 23,553 shares worth $1.8M. The position accounts for 0.79% of the portfolio, ranked #31.

Wingate Wealth Advisors first reported a position in EFV in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.49M in Q1 2026. 1,246 funds tracked by Wall St. Rank hold EFV as of Q2 2026.

Wingate Wealth Advisors held 23,553 shares of iShares MSCI EAFE Value ETF worth $1.8M as of Q2 2026.
Wingate Wealth Advisors sold 9,920 iShares MSCI EAFE Value ETF shares in Q2 2026, an estimated $768K.
iShares MSCI EAFE Value ETF made up 0.79% of Wingate Wealth Advisors's portfolio in Q2 2026, its #31 holding.
Wingate Wealth Advisors first reported a position in iShares MSCI EAFE Value ETF in Q4 2024 and has held it in 7 quarters since.
Wingate Wealth Advisors's iShares MSCI EAFE Value ETF position peaked at $2.49M in Q1 2026.
1,246 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q2 2026.

Based on Wingate Wealth Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.