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

Baker Tilly 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 		$667K Sell
8,429
-495
-6% -$39.9K 0.13% 136
2026
Q2 		$683K Buy
8,924
+861
+11% +$66.7K 0.15% 135
2026
Q1 		$599K Buy
8,063
+1,400
+21% +$105K 0.15% 140
2025
Q4 		$476K Buy
6,663
+1,543
+30% +$107K 0.12% 165
2025
Q3 		$347K Buy
5,120
+1,658
+48% +$109K 0.08% 191
2025
Q2 		$220K Buy
+3,462
New +$212K 0.08% 220
2024
Q3 		– Sell
-4,379
Closed -$232K – 249
2024
Q2 		$232K Sell
4,379
-5,055
-54% -$275K 0.1% 240
2024
Q1 		$513K Sell
9,434
-6,412
-40% -$335K 0.09% 246
2023
Q4 		$826K Buy
15,846
+961
+6% +$47.6K 0.14% 167
2023
Q3 		$728K Sell
14,885
-22,114
-60% -$1.1M 0.12% 172
2023
Q2 		$1.81M Buy
36,999
+889
+2% +$43.8K 0.19% 117
2023
Q1 		$1.75M Sell
36,110
-4,126
-10% -$200K 0.2% 111
2022
Q4 		$1.85M Buy
40,236
+13,198
+49% +$573K 0.23% 106
2022
Q3 		$1.04M Sell
27,038
-16,531
-38% -$705K 0.14% 150
2022
Q2 		$1.89M Buy
43,569
+927
+2% +$44.1K 0.25% 87
2022
Q1 		$2.14M Buy
42,642
+6,500
+18% +$330K 0.24% 88
2021
Q4 		$1.82M Sell
36,142
-9,629
-21% -$492K 0.2% 102
2021
Q3 		$2.33M Buy
45,771
+6,418
+16% +$333K 0.31% 64
2021
Q2 		$2.04M Buy
39,353
+13,157
+50% +$696K 0.33% 68
2021
Q1 		$1.33M Buy
+26,196
New +$1.3M 0.27% 92

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

Baker Tilly Wealth Management's EFV Position: Q3 2026 in Review

Baker Tilly Wealth Management reduced its iShares MSCI EAFE Value ETF (EFV) stake by 5.5% in Q3 2026, selling an estimated $39.9K and leaving 8,429 shares worth $667K. The position accounts for 0.13% of the portfolio, ranked #136.

Baker Tilly Wealth Management first reported a position in EFV in Q1 2021 and has held it in 20 quarters since. The position peaked at $2.33M in Q3 2021. 70 funds tracked by Wall St. Rank hold EFV as of Q3 2026.

  • Baker Tilly Wealth Management held 8,429 shares of iShares MSCI EAFE Value ETF worth $667K as of Q3 2026.
  • Baker Tilly Wealth Management sold 495 iShares MSCI EAFE Value ETF shares in Q3 2026, an estimated $39.9K.
  • iShares MSCI EAFE Value ETF made up 0.13% of Baker Tilly Wealth Management's portfolio in Q3 2026, its #136 holding.
  • Baker Tilly Wealth Management first reported a position in iShares MSCI EAFE Value ETF in Q1 2021 and has held it in 20 quarters since.
  • Baker Tilly Wealth Management's iShares MSCI EAFE Value ETF position peaked at $2.33M in Q3 2021.
  • 70 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q3 2026.

Based on Baker Tilly Wealth Management's 13F filing for Q3 2026, filed 5 Oct 2026.