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Yukon Wealth Management’s iShares MSCI EAFE Value ETF EFV Stock Holding History

Yukon Wealth Management’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 		$5.12M Buy
66,865
+3,943
+6% +$305K 1.47% 15
2026
Q1 		$4.68M Buy
62,922
+130
+0.2% +$9.77K 2.79% 9
2025
Q4 		$4.86M Sell
62,792
-843
-1% -$58.6K 2.8% 9
2025
Q3 		$4.32M Sell
63,635
-2,765
-4% -$182K 1.42% 17
2025
Q2 		$4.22M Buy
66,400
+1,214
+2% +$74.3K 1.51% 16
2025
Q1 		$3.84M Buy
+65,186
New +$3.69M 1.6% 15

Other funds holding EFV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Jones Financial Companies
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
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Yukon Wealth Management's EFV Position: Q2 2026 in Review

Yukon Wealth Management increased its iShares MSCI EAFE Value ETF (EFV) stake by 6.3% in Q2 2026, buying an estimated $305K and bringing the position to 66,865 shares worth $5.12M. The position accounts for 1.47% of the portfolio, ranked #15.

Yukon Wealth Management first reported a position in EFV in Q1 2025 and has held it in 6 quarters since. 1,245 funds tracked by Wall St. Rank hold EFV as of Q2 2026.

  • Yukon Wealth Management held 66,865 shares of iShares MSCI EAFE Value ETF worth $5.12M as of Q2 2026.
  • Yukon Wealth Management bought 3,943 iShares MSCI EAFE Value ETF shares in Q2 2026, an estimated $305K.
  • iShares MSCI EAFE Value ETF made up 1.47% of Yukon Wealth Management's portfolio in Q2 2026, its #15 holding.
  • Yukon Wealth Management first reported a position in iShares MSCI EAFE Value ETF in Q1 2025 and has held it in 6 quarters since.
  • 1,245 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q2 2026.

Based on Yukon Wealth Management's 13F filing for Q2 2026, filed 17 Aug 2026.