Accurate Wealth Management
EFV icon

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

Accurate 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
Q3 		$811K Sell
20,570
-1,028
-5% -$41.4K 0.07% 269
2026
Q2 		$847K Sell
21,598
-568
-3% -$22K 0.08% 247
2026
Q1 		$861K Sell
22,166
-132
-0.6% -$4.96K 0.1% 216
2025
Q4 		$808K Sell
22,298
-68
-0.3% -$2.36K 0.1% 209
2025
Q3 		$756K Sell
22,366
-518
-2% -$17.1K 0.1% 215
2025
Q2 		$734K Buy
22,884
+12,878
+129% +$394K 0.11% 196
2025
Q1 		$283K Buy
+10,006
New +$283K 0.05% 298
2023
Q1 		– Sell
-948
Closed -$22.6K – 582
2022
Q4 		$22.6K Buy
+948
New +$20.6K 0.01% 644

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
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Dynasty Wealth Management
Dynasty Wealth Management St. Petersburg, Florida $13B AUM 12.52% 1-Year Est. Return
Park Avenue Securities
Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 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

Accurate Wealth Management's EFV Position: Q3 2026 in Review

Accurate Wealth Management reduced its iShares MSCI EAFE Value ETF (EFV) stake by 4.8% in Q3 2026, selling an estimated $41.4K and leaving 20,570 shares worth $811K. The position accounts for 0.07% of the portfolio, ranked #269.

Accurate Wealth Management first reported a position in EFV in Q4 2022 and has held it in 8 quarters since. The position peaked at $861K in Q1 2026. 1,027 funds tracked by Wall St. Rank hold EFV as of Q3 2026.

  • Accurate Wealth Management held 20,570 shares of iShares MSCI EAFE Value ETF worth $811K as of Q3 2026.
  • Accurate Wealth Management sold 1,028 iShares MSCI EAFE Value ETF shares in Q3 2026, an estimated $41.4K.
  • iShares MSCI EAFE Value ETF made up 0.07% of Accurate Wealth Management's portfolio in Q3 2026, its #269 holding.
  • Accurate Wealth Management first reported a position in iShares MSCI EAFE Value ETF in Q4 2022 and has held it in 8 quarters since.
  • Accurate Wealth Management's iShares MSCI EAFE Value ETF position peaked at $861K in Q1 2026.
  • 1,027 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q3 2026.

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