WEG
EFV icon

World Equity Group’s iShares MSCI EAFE Value ETF EFV Stock Holding History

World Equity 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 		$739K Sell
9,658
-7,477
-44% -$579K 0.17% 139
2026
Q1 		$1.27M Buy
17,135
+1,891
+12% +$142K 0.33% 66
2025
Q4 		$1.09M Sell
15,244
-59,228
-80% -$4.12M 0.3% 75
2025
Q3 		$5.05M Buy
74,472
+5,055
+7% +$333K 1.15% 16
2025
Q2 		$4.41M Buy
69,417
+1,869
+3% +$114K 1.2% 15
2025
Q1 		$3.98M Buy
67,548
+4,571
+7% +$259K 1.14% 16
2024
Q4 		$3.3M Buy
62,977
+9,563
+18% +$524K 0.71% 37
2024
Q3 		$3.07M Buy
53,414
+6,713
+14% +$371K 1.11% 16
2024
Q2 		$2.48M Sell
46,701
-50,015
-52% -$2.72M 0.74% 29
2024
Q1 		$5.26M Sell
96,716
-12,516
-11% -$653K 1.08% 14
2023
Q4 		$5.72M Buy
109,232
+2,312
+2% +$114K 1.15% 13
2023
Q3 		$5.22M Buy
106,920
+58,651
+122% +$2.91M 1.09% 13
2023
Q2 		$2.36M Buy
48,269
+7,141
+17% +$352K 0.7% 28
2023
Q1 		$3.23M Sell
41,128
-54,472
-57% -$2.64M 0.48% 50
2022
Q4 		$4.39M Buy
95,600
+9,644
+11% +$419K 1.04% 20
2022
Q3 		$3.31M Buy
85,956
+8,788
+11% +$375K 0.84% 27
2022
Q2 		$3.35M Buy
77,168
+26,932
+54% +$1.28M 0.84% 22
2022
Q1 		$2.52M Buy
+50,236
New +$2.55M 0.54% 44

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

World Equity Group's EFV Position: Q2 2026 in Review

World Equity Group reduced its iShares MSCI EAFE Value ETF (EFV) stake by 44% in Q2 2026, selling an estimated $579K and leaving 9,658 shares worth $739K. The position accounts for 0.17% of the portfolio, ranked #139.

World Equity Group first reported a position in EFV in Q1 2022 and has held it in 18 quarters since. The position peaked at $5.72M in Q4 2023. 305 funds tracked by Wall St. Rank hold EFV as of Q2 2026.

  • World Equity Group held 9,658 shares of iShares MSCI EAFE Value ETF worth $739K as of Q2 2026.
  • World Equity Group sold 7,477 iShares MSCI EAFE Value ETF shares in Q2 2026, an estimated $579K.
  • iShares MSCI EAFE Value ETF made up 0.17% of World Equity Group's portfolio in Q2 2026, its #139 holding.
  • World Equity Group first reported a position in iShares MSCI EAFE Value ETF in Q1 2022 and has held it in 18 quarters since.
  • World Equity Group's iShares MSCI EAFE Value ETF position peaked at $5.72M in Q4 2023.
  • 305 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q2 2026.

Based on World Equity Group's 13F filing for Q2 2026, filed 9 Jul 2026.