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

Winthrop 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 		$318K Buy
+4,160
New +$322K 0.02% 162
2022
Q2 		– Sell
-16,145
Closed -$811K – 132
2022
Q1 		$811K Buy
16,145
+470
+3% +$23.9K 0.17% 48
2021
Q4 		$792K Buy
+15,675
New +$800K 0.16% 51

Other funds holding EFV

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
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
FSWA
Financial Synergies Wealth Advisors Houston, Texas $1.18B AUM 31.41% 1-Year Est. Return
BAM
Brave Asset Management Summit, New Jersey $467M AUM 33.05% 1-Year Est. Return
CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return

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

Winthrop Advisory Group opened a new position in iShares MSCI EAFE Value ETF (EFV) in Q2 2026: 4,160 shares worth $318K. The stake represents 0.02% of the portfolio and ranks #162 among its holdings. This is a return to the name: Winthrop Advisory Group previously reported a position in EFV as recently as Q1 2022.

Winthrop Advisory Group first reported a position in EFV in Q4 2021 and has held it in 3 quarters since. The position peaked at $811K in Q1 2022. 277 funds tracked by Wall St. Rank hold EFV as of Q2 2026.

  • Winthrop Advisory Group held 4,160 shares of iShares MSCI EAFE Value ETF worth $318K as of Q2 2026.
  • iShares MSCI EAFE Value ETF was a new Winthrop Advisory Group position in Q2 2026.
  • iShares MSCI EAFE Value ETF made up 0.02% of Winthrop Advisory Group's portfolio in Q2 2026, its #162 holding.
  • Winthrop Advisory Group first reported a position in iShares MSCI EAFE Value ETF in Q4 2021 and has held it in 3 quarters since.
  • Winthrop Advisory Group's iShares MSCI EAFE Value ETF position peaked at $811K in Q1 2022.
  • 277 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q2 2026.

Based on Winthrop Advisory Group's 13F filing for Q2 2026, filed 17 Jul 2026.