Armis Advisers’s iShares MSCI EAFE Value ETF EFV Stock Holding History

Armis Advisers’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	$678K	Sell	17,352 -440	-2%	-$17.7K	0.06%	222
2026 Q2	$698K	Sell	17,792 -312	-2%	-$12.1K	0.06%	213
2026 Q1	$711K	Sell	18,104 -762	-4%	-$28.6K	0.07%	194
2025 Q4	$672K	Buy	+18,866	New	+$656K	0.08%	187
2025 Q3	–	Sell	-48,982	Closed	-$1.55M	–	384
2025 Q2	$1.55M	Sell	48,982 -12,822	-21%	-$392K	0.12%	137
2025 Q1	$1.82M	Sell	61,804 -15,702	-20%	-$444K	0.17%	114
2024 Q4	$2.03M	Buy	+77,506	New	+$2.12M	0.25%	78

Other funds holding EFV

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

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

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 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 13.06% 1-Year Est. Return

OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return

Armis Advisers's EFV Position: Q3 2026 in Review

Armis Advisers reduced its iShares MSCI EAFE Value ETF (EFV) stake by 2.5% in Q3 2026, selling an estimated $17.7K and leaving 17,352 shares worth $678K. The position accounts for 0.06% of the portfolio, ranked #222.

Armis Advisers first reported a position in EFV in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.03M in Q4 2024. 903 funds tracked by Wall St. Rank hold EFV as of Q3 2026.

Armis Advisers held 17,352 shares of iShares MSCI EAFE Value ETF worth $678K as of Q3 2026.
Armis Advisers sold 440 iShares MSCI EAFE Value ETF shares in Q3 2026, an estimated $17.7K.
iShares MSCI EAFE Value ETF made up 0.06% of Armis Advisers's portfolio in Q3 2026, its #222 holding.
Armis Advisers first reported a position in iShares MSCI EAFE Value ETF in Q4 2024 and has held it in 7 quarters since.
Armis Advisers's iShares MSCI EAFE Value ETF position peaked at $2.03M in Q4 2024.
903 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q3 2026.

Based on Armis Advisers's 13F filing for Q3 2026, filed 13 Oct 2026.