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EFVEFV
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Position history for Dynasty Wealth Management, LLCDynasty Wealth Management, LLC's holdings in ISHARES MSCI EAFE VALUE ETF

Dynasty Wealth Management, LLC holds 4.7M shares of EFV (ISHARES MSCI EAFE VALUE ETF), worth $359.7M as of 2026-Q2. The position was increased (+33.4% shares). EFV represents 2.7% of Dynasty Wealth Management, LLC's portfolio.

Current Value

$359.7M

Current Shares

4.7M

Total Value Change

+$359.7M

Total Shares Change

+4.7M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
4.7M
+33.4%
$359.7M2.7%$76.55
68
2026-Q1
Increased
3.5M
+298.6%
$261.9M2.3%$75.72
85
2025-Q4
Decreased
883,762
-34.6%
$63.1M0.6%$71.68
0
2025-Q3
Increased
1.4M
+23.8%
$91.7M1.2%$66.07
57
2025-Q2
Decreased
1.1M
-7.6%
$69.3M1.2%$62.08
0
2025-Q1
Decreased
1.2M
-9.9%
$69.7M1.2%$56.91
0
2024-Q4
New
1.3M
-
$68.9M1.2%$50.13
68
2024-Q3
Exited
0
-100.0%
$00.0%$54.42
0

Other major holders of EFV: Steward Partners Investment Advisory, LLC, ENVESTNET ASSET MANAGEMENT INC

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