AR
EFV icon

Apeiron RIA’s iShares MSCI EAFE Value ETF EFV Stock Holding History

Apeiron RIA’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
Q2 		$7.09M Sell
95,001
-98,486
-51% -$7.63M 1.82% 16
2026
Q1 		$14.4M Sell
193,487
-6,344
-3% -$477K 3.33% 7
2025
Q4 		$15M Sell
199,831
-18,949
-9% -$1.32M 3.05% 8
2025
Q3 		$14.7M Sell
218,780
-15,548
-7% -$1.02M 3.31% 4
2025
Q2 		$14.9M Buy
234,328
+78,420
+50% +$4.8M 3.83% 1
2025
Q1 		$9.19M Buy
155,908
+22,382
+17% +$1.27M 2.78% 7
2024
Q4 		$7.01M Sell
133,526
-7,439
-5% -$407K 1.96% 13
2024
Q3 		$8.11M Buy
140,965
+43,247
+44% +$2.39M 2.32% 12
2024
Q2 		$5.18M Sell
97,718
-58,328
-37% -$3.17M 1.59% 18
2024
Q1 		$8.49M Sell
156,046
-22,033
-12% -$1.15M 2.46% 11
2023
Q4 		$9.28M Sell
178,079
-13,957
-7% -$691K 2.89% 7
2023
Q3 		$9.4M Buy
192,036
+52,722
+38% +$2.61M 3.2% 6
2023
Q2 		$6.82M Sell
139,314
-964
-0.7% -$47.5K 2.33% 13
2023
Q1 		$6.81M Sell
140,278
-19,593
-12% -$948K 2.34% 13
2022
Q4 		$7.33M Buy
159,871
+25,595
+19% +$1.11M 2.81% 8
2022
Q3 		$5.19M Sell
134,276
-9,058
-6% -$386K 2.39% 13
2022
Q2 		$925 Buy
143,334
+83,380
+139% +$3.97M 0.26% 41
2022
Q1 		$2.98M Sell
59,954
-3,480
-5% -$177K 1.42% 16
2021
Q4 		$3.2M Buy
+63,434
New +$3.24M 1.31% 19

Other funds holding EFV

AOI
Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
BAM
Brave Asset Management Summit, New Jersey $467M AUM 33.05% 1-Year Est. Return
OWA
Octavia Wealth Advisors Cincinnati, Ohio $1.16B AUM 25.42% 1-Year Est. Return
WFPG
Waller Financial Planning Group Columbus, Ohio $486M AUM 17.78% 1-Year Est. Return
ACA
Affinity Capital Advisors Berkeley, California $810M AUM 24.85% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
ICMP
Integrated Capital Management (Pennsylvania) Jessup, Pennsylvania $143M AUM 18.2% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return