A4 Wealth Advisors
EFV icon

A4 Wealth Advisors’s iShares MSCI EAFE Value ETF EFV Stock Holding History

A4 Wealth Advisors’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 		$471K Sell
11,896
-1,232
-9% -$49.6K 0.31% 42
2026
Q2 		$502K Sell
13,128
-3,934
-23% -$152K 0.33% 41
2026
Q1 		$634K Sell
17,062
-64,286
-79% -$2.42M 0.52% 40
2025
Q4 		$2.9M Buy
81,348
+19,510
+32% +$678K 2.51% 10
2025
Q3 		$2.1M Buy
+61,838
New +$2.04M 1.77% 13

Other funds holding EFV

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Park Avenue Securities
Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return
Auto-Owners Insurance
Auto-Owners Insurance Lansing, Michigan $3.2B AUM 21.13% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Signature Estate & Investment Advisors
Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return
Hamilton Capital
Hamilton Capital Columbus, Ohio $1.78B AUM 13.06% 1-Year Est. Return
OpenArc Corporate Advisory
OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return
Empirical Wealth Management
Empirical Wealth Management Seattle, Washington $7.38B AUM 22.9% 1-Year Est. Return

A4 Wealth Advisors's EFV Position: Q3 2026 in Review

A4 Wealth Advisors reduced its iShares MSCI EAFE Value ETF (EFV) stake by 9.4% in Q3 2026, selling an estimated $49.6K and leaving 11,896 shares worth $471K. The position accounts for 0.31% of the portfolio, ranked #42.

A4 Wealth Advisors first reported a position in EFV in Q3 2025 and has held it in 5 quarters since. The position peaked at $2.9M in Q4 2025. 881 funds tracked by Wall St. Rank hold EFV as of Q3 2026.

  • A4 Wealth Advisors held 11,896 shares of iShares MSCI EAFE Value ETF worth $471K as of Q3 2026.
  • A4 Wealth Advisors sold 1,232 iShares MSCI EAFE Value ETF shares in Q3 2026, an estimated $49.6K.
  • iShares MSCI EAFE Value ETF made up 0.31% of A4 Wealth Advisors's portfolio in Q3 2026, its #42 holding.
  • A4 Wealth Advisors first reported a position in iShares MSCI EAFE Value ETF in Q3 2025 and has held it in 5 quarters since.
  • A4 Wealth Advisors's iShares MSCI EAFE Value ETF position peaked at $2.9M in Q4 2025.
  • 881 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q3 2026.

Based on A4 Wealth Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.