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ADKINS SEALE CAPITAL MANAGEMENT LLC’s iShares MSCI EAFE Value ETF EFV Stock Holding History

ADKINS SEALE CAPITAL MANAGEMENT LLC’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 		$15.8K Hold
206
– – 0.01% 187
2026
Q1 		$15.3K Sell
206
-139
-40% -$10.4K 0.02% 179
2025
Q4 		$24.6K Buy
+345
New +$24K 0.02% 161

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AOI
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PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
OCA
OpenArc Corporate Advisory Atlanta, Georgia $8.41B AUM
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
HMH
Hackensack Meridian Health Edison, New Jersey $1.48B AUM 21% 1-Year Est. Return
SWP
Sagespring Wealth Partners Franklin, Tennessee $6.51B AUM 25.32% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

ADKINS SEALE CAPITAL MANAGEMENT LLC's EFV Position: Q2 2026 in Review

ADKINS SEALE CAPITAL MANAGEMENT LLC held its iShares MSCI EAFE Value ETF (EFV) position steady in Q2 2026 at 206 shares worth $15.8K. The position accounts for 0.01% of the portfolio, ranked #187.

ADKINS SEALE CAPITAL MANAGEMENT LLC first reported a position in EFV in Q4 2025 and has held it in 3 quarters since. The position peaked at $24.6K in Q4 2025. 785 funds tracked by Wall St. Rank hold EFV as of Q2 2026.

  • ADKINS SEALE CAPITAL MANAGEMENT LLC held 206 shares of iShares MSCI EAFE Value ETF worth $15.8K as of Q2 2026.
  • ADKINS SEALE CAPITAL MANAGEMENT LLC left its iShares MSCI EAFE Value ETF share count unchanged in Q2 2026.
  • iShares MSCI EAFE Value ETF made up 0.01% of ADKINS SEALE CAPITAL MANAGEMENT LLC's portfolio in Q2 2026, its #187 holding.
  • ADKINS SEALE CAPITAL MANAGEMENT LLC first reported a position in iShares MSCI EAFE Value ETF in Q4 2025 and has held it in 3 quarters since.
  • ADKINS SEALE CAPITAL MANAGEMENT LLC's iShares MSCI EAFE Value ETF position peaked at $24.6K in Q4 2025.
  • 785 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q2 2026.

Based on ADKINS SEALE CAPITAL MANAGEMENT LLC's 13F filing for Q2 2026, filed 5 Aug 2026.