Wolff Wiese Magana’s iShares MSCI EAFE Value ETF EFV Stock Holding History

Wolff Wiese Magana’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	$1.15K	Sell	15 -22	-59%	-$1.7K	﹤0.01%	900
2026 Q1	$2.75K	Buy	37 +22	+147%	+$1.65K	﹤0.01%	722
2025 Q4	$1.07K	Hold	15	–	–	﹤0.01%	835
2025 Q3	$1.02K	Hold	15	–	–	﹤0.01%	846
2025 Q2	$953	Hold	15	–	–	﹤0.01%	849
2025 Q1	$885	Sell	15 -51	-77%	-$2.88K	﹤0.01%	864
2024 Q4	$3.46K	Sell	66 -281	-81%	-$15.4K	﹤0.01%	623
2024 Q3	$20K	Hold	347	–	–	0.01%	306
2024 Q2	$18.4K	Hold	347	–	–	0.01%	244
2024 Q1	$18.9K	Hold	347	–	–	0.02%	223
2023 Q4	$18.1K	Hold	347	–	–	0.02%	216
2023 Q3	$17K	Hold	347	–	–	0.01%	283
2023 Q2	$17K	Hold	347	–	–	0.01%	293
2023 Q1	$16.8K	Hold	347	–	–	0.01%	287
2022 Q4	$15.9K	Hold	347	–	–	0.01%	291
2022 Q3	$13K	Hold	347	–	–	0.01%	457
2022 Q2	$15K	Buy	+347	New	+$16.5K	0.01%	456

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

Wolff Wiese Magana's EFV Position: Q2 2026 in Review

Wolff Wiese Magana reduced its iShares MSCI EAFE Value ETF (EFV) stake by 59% in Q2 2026, selling an estimated $1.7K and leaving 15 shares worth $1.15K. The position accounts for ﹤0.01% of the portfolio, ranked #900.

Wolff Wiese Magana first reported a position in EFV in Q2 2022 and has held it in 17 quarters since. The position peaked at $20K in Q3 2024. 1,245 funds tracked by Wall St. Rank hold EFV as of Q2 2026.

Wolff Wiese Magana held 15 shares of iShares MSCI EAFE Value ETF worth $1.15K as of Q2 2026.
Wolff Wiese Magana sold 22 iShares MSCI EAFE Value ETF shares in Q2 2026, an estimated $1.7K.
iShares MSCI EAFE Value ETF made up ﹤0.01% of Wolff Wiese Magana's portfolio in Q2 2026, its #900 holding.
Wolff Wiese Magana first reported a position in iShares MSCI EAFE Value ETF in Q2 2022 and has held it in 17 quarters since.
Wolff Wiese Magana's iShares MSCI EAFE Value ETF position peaked at $20K in Q3 2024.
1,245 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q2 2026.

Based on Wolff Wiese Magana's 13F filing for Q2 2026, filed 13 Jul 2026.