Brady Martz Wealth Solutions’s iShares MSCI EAFE Value ETF EFV Stock Holding History

Brady Martz Wealth Solutions’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	$8.73M	Sell	220,556 -12,396	-5%	-$500K	1.29%	19
2026 Q2	$8.92M	Buy	232,952 +3,606	+2%	+$140K	1.35%	19
2026 Q1	$8.53M	Sell	229,346 -164	-0.1%	-$6.16K	1.45%	19
2025 Q4	$8.19M	Buy	229,510 +3,438	+2%	+$119K	1.44%	19
2025 Q3	$7.67M	Hold	226,072	–	–	1.39%	22
2025 Q2	$7.18M	Buy	226,072 +3,264	+1%	+$100K	1.39%	22
2025 Q1	$6.57M	Sell	222,808 -4	-0%	-$113	1.49%	16
2024 Q4	$5.82M	Buy	+222,812	New	+$6.1M	1.4%	13

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

Brady Martz Wealth Solutions's EFV Position: Q3 2026 in Review

Brady Martz Wealth Solutions reduced its iShares MSCI EAFE Value ETF (EFV) stake by 5.3% in Q3 2026, selling an estimated $500K and leaving 220,556 shares worth $8.73M. The position accounts for 1.29% of the portfolio, ranked #19.

Brady Martz Wealth Solutions first reported a position in EFV in Q4 2024 and has held it in 8 quarters since. The position peaked at $8.92M in Q2 2026. 903 funds tracked by Wall St. Rank hold EFV as of Q3 2026.

Brady Martz Wealth Solutions held 220,556 shares of iShares MSCI EAFE Value ETF worth $8.73M as of Q3 2026.
Brady Martz Wealth Solutions sold 12,396 iShares MSCI EAFE Value ETF shares in Q3 2026, an estimated $500K.
iShares MSCI EAFE Value ETF made up 1.29% of Brady Martz Wealth Solutions's portfolio in Q3 2026, its #19 holding.
Brady Martz Wealth Solutions first reported a position in iShares MSCI EAFE Value ETF in Q4 2024 and has held it in 8 quarters since.
Brady Martz Wealth Solutions's iShares MSCI EAFE Value ETF position peaked at $8.92M in Q2 2026.
903 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q3 2026.

Based on Brady Martz Wealth Solutions's 13F filing for Q3 2026, filed 5 Nov 2026.