AP
EFV icon

Atwood & Palmer’s iShares MSCI EAFE Value ETF EFV Stock Holding History

Atwood & Palmer’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 		$32.5K Hold
411
– – ﹤0.01% 301
2026
Q2 		$31.5K Buy
411
+10
+2% +$774 ﹤0.01% 287
2026
Q1 		$29.8K Hold
401
– – ﹤0.01% 289
2025
Q4 		$28.6K Buy
401
+9
+2% +$625 ﹤0.01% 289
2025
Q3 		$26.6K Hold
392
– – ﹤0.01% 307
2025
Q2 		$24.9K Buy
+392
New +$24K ﹤0.01% 298
2021
Q3 		– Sell
-172
Closed -$9K – 430
2021
Q2 		$9K Hold
172
– – ﹤0.01% 334
2021
Q1 		$9K Buy
+172
New +$8.55K ﹤0.01% 351

Other funds holding EFV

HC
Hamilton Capital Columbus, Ohio $1.78B AUM 13.07% 1-Year Est. Return
WFPG
Waller Financial Planning Group Columbus, Ohio $493M AUM 11.61% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
ICMP
Integrated Capital Management (Pennsylvania) Jessup, Pennsylvania $139M AUM 11.73% 1-Year Est. Return
RFA
RTD Financial Advisors Philadelphia, Pennsylvania $914M AUM 11.18% 1-Year Est. Return
CPBTD
Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
MBT
Montecito Bank & Trust Santa Barbara, California $660M AUM 18.73% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return

Atwood & Palmer's EFV Position: Q3 2026 in Review

Atwood & Palmer held its iShares MSCI EAFE Value ETF (EFV) position steady in Q3 2026 at 411 shares worth $32.5K. The position accounts for ﹤0.01% of the portfolio, ranked #301.

Atwood & Palmer first reported a position in EFV in Q1 2021 and has held it in 8 quarters since. 66 funds tracked by Wall St. Rank hold EFV as of Q3 2026.

  • Atwood & Palmer held 411 shares of iShares MSCI EAFE Value ETF worth $32.5K as of Q3 2026.
  • Atwood & Palmer left its iShares MSCI EAFE Value ETF share count unchanged in Q3 2026.
  • iShares MSCI EAFE Value ETF made up ﹤0.01% of Atwood & Palmer's portfolio in Q3 2026, its #301 holding.
  • Atwood & Palmer first reported a position in iShares MSCI EAFE Value ETF in Q1 2021 and has held it in 8 quarters since.
  • 66 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q3 2026.

Based on Atwood & Palmer's 13F filing for Q3 2026, filed 8 Oct 2026.