EFV

AIVI · Weight increase · 3d

EFV trades at $76.40, residing at 96% of its 52-week high, despite a recent 30-day return of -1.6% and a 90-day return of -3.4% after a 1-year gain of +22.9%. This setup aligns with AIVI's international value strategy, as its AI potentially identified EFV as a value opportunity during these minor pullbacks from a generally elevated price level. WisdomTree's AI-managed AIVI, focusing on developed-international value stocks, consequently increased its EFV allocation from 2.0358% to 2.1210% between June 18 and June 24. The abrupt reduction to 0% on June 25 suggests a periodic rebalancing event, where the AI likely reassessed its portfolio and adjusted exposure. Following this rebalance, AIVI initiated a new, smaller position in EFV, gradually rising from 0.3991% to 0.4032% by July 1, indicating the AI maintains some allocation to this international value fund but at a significantly reduced level compared to its previous holding.

weight 0 → 0.403% (new)·stock down 2.4% in the 30 days before

Jul 1·entry $76.40·now $77.93Fresh

AIVI · Weight increase · 2d

AIVI, managed by WisdomTree, employs an AI selection method to choose around 100 international developed-market value stocks, with periodic rather than daily rebalancing. The consecutive weight increases for EFV, an iShares MSCI EAFE Value ETF, from 1.9988% on June 16th to 2.1210% by June 24th, indicate AIVI's AI model initially found the fund increasingly attractive within its developed-international value-factor pool. However, the abrupt divestment to 0.0000% on June 25th, followed by a partial re-entry at 0.3991% the next day, suggests a full portfolio re-evaluation during AIVI’s periodic rebalance cycle. While EFV had achieved a 1-year return of +23.6%, its price nearing the top of its 52-week range, specifically at 96% of its high, likely prompted the AI's algorithm to reassess its value proposition and significantly reduce exposure.

weight 0 → 0.402% (new)·stock down 2.7% in the 30 days before

Jun 30·entry $76.55·now $77.93Fresh

AIVI · New entry · 1d

weight 0 → 0.399% (new)·stock down 3.8% in the 30 days before

Jun 26·entry $76.09·now $77.93Drifting

AIVI · Accumulation · 5d

EFV’s -3.0% return over the past 30 days and -3.7% over 90 days, while still showing a +18.1% 1-year return, presented a short-term price dip relevant to AIVI's international value-focused AI selection method. Despite EFV trading at 95% of its 52-week high, this recent price softening within its developed-international value-factor pool likely signaled a temporary value opportunity, triggering a measured increase by WisdomTree’s AI. AIVI initiated a gradual accumulation of EFV, moving its portfolio weight from 2.0581% on June 11 to 2.1210% by June 24, indicating a calculated positioning within the fund's rebalancing cycle. This consistent pattern reflects the AI's strategy to identify and acquire an MSCI EAFE Value ETF like EFV, capitalizing on recent pullbacks even as the stock remained near its annual price peak.

weight 2.058% → 2.121% (+0.063 pp)·stock down 3.7% in the 30 days before

Jun 24·entry $75.71·now $77.93Drifting

AIVI · Accumulation · 5d

EFV, with recent 30-day and 90-day returns of -3.0% and -3.8% respectively, presents short-term underperformance that aligns with AIVI's mandate for international developed-market value stocks, despite its current price of $75.91 being at 95% of its 52-week high. AIVI's AI-driven selection initiated a gradual accumulation of EFV throughout June 2026, with its portfolio weight increasing from 2.0029% on June 10th to 2.0861% by June 23rd. This pattern suggests the WisdomTree-managed AI, operating within its developed-international value-factor pool, likely identified EFV's recent dip as a tactical entry point, leveraging its periodic rebalancing strategy rather than daily adjustments. The sustained interest in EFV, an iShares MSCI EAFE Value ETF, indicates the AI's algorithms saw value in this specific international value exposure despite the broader market appreciation reflected in its 1-year return of +18.4%.

weight 2.003% → 2.086% (+0.083 pp)·stock down 3.9% in the 30 days before

Jun 23·entry $75.91·now $77.93Drifting

AIVI · Accumulation · 5d

EFV currently trades at $76.82, sitting at 96% of its 52-week high of $79.94, despite recent 30-day and 90-day returns of -1.6% and -3.1% respectively, contrasting with a 1-year return of +19.8%. This setup suggests that even near its yearly peak, the modest recent price pullbacks may have signaled a renewed "value" entry point to AIVI's AI-driven selection method, which targets developed-international value stocks. As an iShares MSCI EAFE Value ETF, EFV directly aligns with AIVI's core mandate of investing in the international value factor, making it a suitable candidate for increased allocation within AIVI's approximately 100-stock portfolio. Consequently, AIVI's AI engaged in a gradual accumulation of EFV over several days in June, incrementally increasing its weight from 1.9558% to 2.0363%, likely capitalizing on these perceived value opportunities within a desired market segment.

weight 1.956% → 2.036% (+0.081 pp)·stock down 2.5% in the 30 days before

Jun 22·entry $76.82·now $77.93Fresh

AIVI · Accumulation · 5d

EFV, currently at $76.64, demonstrates a 1-year return of +19.5% but has recently pulled back with 30-day and 90-day returns of -0.9% and -2.6% respectively. This short-term retracement, even as the fund remains at 96% of its 52-week high, likely cued AIVI's AI selection method, which operates within a developed-international value-factor pool. The gradual accumulation, observed as AIVI’s weight in EFV increased from 1.9642% on June 5 to 2.0358% by June 18, indicates the AI identified value in these temporary price dips within a fundamentally strong, international value exposure. The AI manager appears to be opportunistically adding to AIVI's position in EFV, leveraging the slight price softness to build exposure in this specific international value asset, which represents a comparatively underserved corner of the ETF market.

weight 1.964% → 2.036% (+0.072 pp)·stock down 1.3% in the 30 days before

Jun 18·entry $76.64·now $77.93Fresh

AIVI · Weight increase · 3d

AIVI registered a clear pattern of increased allocation to EFV, moving from 1.9558% on June 8th to 2.0669% by June 12th, indicating a stepped and then more gradual accumulation. This strategic move aligns with AIVI’s method of AI selection within a developed-international value-factor pool, given EFV itself is an iShares MSCI EAFE Value ETF. The WisdomTree-managed fund’s AI likely recognized EFV’s strong year-long return of +22.8% and consistent recent gains, even as EFV reached $78.95, near its 52-week high of $79.94. Such consecutive, sustained increases during a periodic rebalancing reflect the AI overlay building conviction in this broadly diversified international value exposure despite its elevated price level.

weight 1.956% → 2.067% (+0.111 pp)·stock up 0.5% in the 30 days before

Jun 12·entry $78.95·now $77.93Fresh

AIVI · Weight increase · 2d

WisdomTree's AIVI, which applies AI selection within a developed-international value-factor pool, strategically increased its allocation to EFV. Given AIVI's periodic rebalancing of its portfolio of around 100 international developed-market value stocks, the AI's algorithm evidently identified EFV, itself an EAFE value ETF, as meeting its ongoing value parameters. This led to the consecutive weight increases observed on June 10th and 11th, reaching 2.0581%, suggesting a deepening conviction. The AI overlay likely sees continued intrinsic value in EFV, despite the underlying fund trading at 98% of its 52-week high, aligning with AIVI's focused mandate in an underserved market segment.

weight 1.956% → 2.058% (+0.102 pp)·stock up 0.6% in the 30 days before

Jun 11·entry $78.57·now $77.93Fresh

AIVI · Weight increase · 2d

EFV currently trades at $78.54, positioned at 98% of its 52-week high, following a 1-year return of 23.7%. This positive trajectory, including a 6.4% gain over 90 days, likely aligns with AIVI’s AI-driven selection process, which targets developed-international value stocks. The AI’s model may identify EFV as maintaining its value characteristics despite nearing its price peak, perhaps seeing its continued price appreciation as confirmation of underlying fundamental strength within its specific market segment. The consecutive weight increases, specifically the jumps to 0.6924% on May 13 and 1.9822% on June 1, indicate AIVI's AI performed periodic rebalances, substantially increasing its conviction in EFV. This sustained allocation growth, even as EFV performs strongly, suggests the AI continues to assess it as a compelling holding within its international value factor pool, a comparatively underserved corner of the market, thereby fitting precisely into AIVI’s ~100-stock portfolio strategy.

weight 0.689% → 1.989% (+1.300 pp)·stock up 1.5% in the 30 days before

Jun 2·entry $78.54·now $77.93Fresh

AIVI · Accumulation · 5d

The AI ETF likely pursued gradual accumulation to mitigate market impact and average into a position, potentially signaling a detected undervaluation or positive shift in the stock's fundamentals over time. The larger weight change on May 13th could represent the culmination of this strategy or a scheduled rebalance based on the AI's continuous analysis. Retail investors can adopt a similar systematic approach, slowly building positions in promising assets to reduce timing risk and capitalize on long-term value.

weight 0.439% → 0.692% (+0.254 pp)·stock up 0.1% in the 30 days before

May 13·entry $78.54·now $77.93Fresh

AIVI · Weight increase · 2d

The AI ETF likely initiated consecutive weight increases for this stock as its algorithms detected a sustained positive trend, signaling improving fundamental metrics, strengthening technical indicators, or a shifting valuation that better aligns with the fund's value mandate. For retail investors, this pattern suggests the AI has identified a stock with potentially increasing value or momentum. Retail investors should view such persistent adjustments as a prompt to conduct their own thorough due diligence on the specific stock, understanding that the AI's rationale is based on complex models not immediately apparent.

weight 0.439% → 0.446% (+0.007 pp)·stock up 4.6% in the 30 days before

May 6·entry $78.84·now $77.93Fresh