BCU Wealth Advisors
EFV icon

BCU Wealth Advisors’s iShares MSCI EAFE Value ETF EFV Stock Holding History

BCU Wealth Advisors’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 		$1.47M Sell
37,242
-2,904
-7% -$117K 0.48% 18
2026
Q2 		$1.54M Sell
40,146
-38,536
-49% -$1.49M 0.51% 20
2026
Q1 		$2.92M Sell
78,682
-758
-1% -$28.5K 1.09% 14
2025
Q4 		$2.84M Sell
79,440
-10,724
-12% -$373K 1.09% 14
2025
Q3 		$3.06M Sell
90,164
-5,138
-5% -$169K 1.24% 13
2025
Q2 		$3.02M Buy
95,302
+15,022
+19% +$460K 1.36% 13
2025
Q1 		$2.37M Buy
80,280
+6,614
+9% +$187K 1.23% 13
2024
Q4 		$1.93M Buy
73,666
+9,750
+15% +$267K 1.1% 13
2024
Q3 		$1.84M Buy
63,916
+40,464
+173% +$1.12M 1.1% 15
2024
Q2 		$622K Sell
23,452
-10,936
-32% -$297K 0.46% 25
2024
Q1 		$935K Sell
34,388
-13,782
-29% -$360K 0.79% 17
2023
Q4 		$1.25M Buy
+48,170
New +$1.19M 1.36% 12

Other funds holding EFV

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
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
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Dynasty Wealth Management
Dynasty Wealth Management St. Petersburg, Florida $13B AUM 12.52% 1-Year Est. Return
Park Avenue Securities
Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 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

BCU Wealth Advisors's EFV Position: Q3 2026 in Review

BCU Wealth Advisors reduced its iShares MSCI EAFE Value ETF (EFV) stake by 7.2% in Q3 2026, selling an estimated $117K and leaving 37,242 shares worth $1.47M. The position accounts for 0.48% of the portfolio, ranked #18.

BCU Wealth Advisors first reported a position in EFV in Q4 2023 and has held it in 12 quarters since. The position peaked at $3.06M in Q3 2025. 1,027 funds tracked by Wall St. Rank hold EFV as of Q3 2026.

  • BCU Wealth Advisors held 37,242 shares of iShares MSCI EAFE Value ETF worth $1.47M as of Q3 2026.
  • BCU Wealth Advisors sold 2,904 iShares MSCI EAFE Value ETF shares in Q3 2026, an estimated $117K.
  • iShares MSCI EAFE Value ETF made up 0.48% of BCU Wealth Advisors's portfolio in Q3 2026, its #18 holding.
  • BCU Wealth Advisors first reported a position in iShares MSCI EAFE Value ETF in Q4 2023 and has held it in 12 quarters since.
  • BCU Wealth Advisors's iShares MSCI EAFE Value ETF position peaked at $3.06M in Q3 2025.
  • 1,027 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q3 2026.

Based on BCU Wealth Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.