BAM Wealth Management
EFV icon

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

BAM 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 		$459K Buy
11,596
+1,062
+10% +$42.8K 0.25% 113
2026
Q2 		$403K Sell
10,534
-1,530
-13% -$59.2K 0.25% 113
2026
Q1 		$448K Sell
12,064
-4,122
-25% -$155K 0.34% 76
2025
Q4 		$578K Sell
16,186
-1,162
-7% -$40.4K 0.42% 64
2025
Q3 		$588K Buy
+17,348
New +$571K 0.46% 63

Other funds holding EFV

US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Park Avenue Securities
Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return
Auto-Owners Insurance
Auto-Owners Insurance Lansing, Michigan $3.2B AUM 21.13% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Signature Estate & Investment Advisors
Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return
Hamilton Capital
Hamilton Capital Columbus, Ohio $1.78B AUM 13.06% 1-Year Est. Return
OpenArc Corporate Advisory
OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return
Empirical Wealth Management
Empirical Wealth Management Seattle, Washington $7.38B AUM 22.9% 1-Year Est. Return
Sagespring Wealth Partners
Sagespring Wealth Partners Franklin, Tennessee $6.71B AUM 16.81% 1-Year Est. Return

BAM Wealth Management's EFV Position: Q3 2026 in Review

BAM Wealth Management increased its iShares MSCI EAFE Value ETF (EFV) stake by 10% in Q3 2026, buying an estimated $42.8K and bringing the position to 11,596 shares worth $459K. The position accounts for 0.25% of the portfolio, ranked #113.

BAM Wealth Management first reported a position in EFV in Q3 2025 and has held it in 5 quarters since. The position peaked at $588K in Q3 2025. 824 funds tracked by Wall St. Rank hold EFV as of Q3 2026.

  • BAM Wealth Management held 11,596 shares of iShares MSCI EAFE Value ETF worth $459K as of Q3 2026.
  • BAM Wealth Management bought 1,062 iShares MSCI EAFE Value ETF shares in Q3 2026, an estimated $42.8K.
  • iShares MSCI EAFE Value ETF made up 0.25% of BAM Wealth Management's portfolio in Q3 2026, its #113 holding.
  • BAM Wealth Management first reported a position in iShares MSCI EAFE Value ETF in Q3 2025 and has held it in 5 quarters since.
  • BAM Wealth Management's iShares MSCI EAFE Value ETF position peaked at $588K in Q3 2025.
  • 824 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q3 2026.

Based on BAM Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.