Ares Financial Consulting’s iShares MSCI EAFE Value ETF EFV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q3
$76.5K Hold
1,934
– – 0.05% 170
2026
Q2
$74K Buy
1,934
+50
+3% +$1.94K 0.05% 176
2026
Q1
$70.9K Hold
1,884
– – 0.06% 168
2025
Q4
$67.3K Buy
+1,884
New +$65.5K 0.06% 132

Other funds holding EFV

Ares Financial Consulting's EFV Position: Q3 2026 in Review

Ares Financial Consulting held its iShares MSCI EAFE Value ETF (EFV) position steady in Q3 2026 at 1,934 shares worth $76.5K. The position accounts for 0.05% of the portfolio, ranked #170.

Ares Financial Consulting first reported a position in EFV in Q4 2025 and has held it in 4 quarters since. 903 funds tracked by Wall St. Rank hold EFV as of Q3 2026.

  • Ares Financial Consulting held 1,934 shares of iShares MSCI EAFE Value ETF worth $76.5K as of Q3 2026.
  • Ares Financial Consulting left its iShares MSCI EAFE Value ETF share count unchanged in Q3 2026.
  • iShares MSCI EAFE Value ETF made up 0.05% of Ares Financial Consulting's portfolio in Q3 2026, its #170 holding.
  • Ares Financial Consulting first reported a position in iShares MSCI EAFE Value ETF in Q4 2025 and has held it in 4 quarters since.
  • 903 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q3 2026.

Based on Ares Financial Consulting's 13F filing for Q3 2026, filed 19 Oct 2026.