STACKSTONE WEALTH, LLC’s iShares MSCI EAFE Value ETF EFV Stock Holding History

STACKSTONE WEALTH, 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 Q3	$996K	Buy	+12,591	New	+$1.01M	0.1%	182

Other funds holding EFV

Auto-Owners Insurance Lansing, Michigan $3.2B AUM 21.13% 1-Year Est. Return

Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return

Hamilton Capital Columbus, Ohio $1.78B AUM 13.07% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.08B AUM 12.02% 1-Year Est. Return

Financial Synergies Wealth Advisors Houston, Texas $1.22B AUM 22.8% 1-Year Est. Return

JB Capital Wethersfield, Connecticut $2.93B AUM 20.02% 1-Year Est. Return

WFPG

Waller Financial Planning Group Columbus, Ohio $493M AUM 11.61% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Affinity Capital Advisors Berkeley, California $856M AUM 17.43% 1-Year Est. Return

STACKSTONE WEALTH, LLC's EFV Position: Q3 2026 in Review

STACKSTONE WEALTH, LLC opened a new position in iShares MSCI EAFE Value ETF (EFV) in Q3 2026: 12,591 shares worth $996K. The stake represents 0.1% of the portfolio and ranks #182 among its holdings.

264 funds tracked by Wall St. Rank hold EFV as of Q3 2026.

STACKSTONE WEALTH, LLC held 12,591 shares of iShares MSCI EAFE Value ETF worth $996K as of Q3 2026.
iShares MSCI EAFE Value ETF was a new STACKSTONE WEALTH, LLC position in Q3 2026.
iShares MSCI EAFE Value ETF made up 0.1% of STACKSTONE WEALTH, LLC's portfolio in Q3 2026, its #182 holding.
264 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q3 2026.

Based on STACKSTONE WEALTH, LLC's 13F filing for Q3 2026, filed 19 Oct 2026.