Clune & Associates’s iShares MSCI EAFE Value ETF EFV Stock Holding History

Clune & Associates’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	$2.05M	Buy	25,960 +12,885	+99%	+$1.04M	0.31%	56
2026 Q2	$1M	Sell	13,075 -4,037	-24%	-$313K	0.15%	81
2026 Q1	$1.27M	Sell	17,112 -1,152	-6%	-$86.6K	0.24%	79
2025 Q4	$1.3M	Buy	18,264 +1,751	+11%	+$122K	0.28%	77
2025 Q3	$1.12M	Buy	16,513 +231	+1%	+$15.2K	0.28%	79
2025 Q2	$1.03M	Buy	16,282 +3,692	+29%	+$226K	0.28%	79
2025 Q1	$742K	Hold	12,590	–	–	0.23%	86
2024 Q4	$661K	Buy	+12,590	New	+$689K	0.22%	88

Other funds holding EFV

Auto-Owners Insurance Lansing, Michigan $3.2B AUM 21.13% 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 13.07% 1-Year Est. Return

OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return

Sagespring Wealth Partners Franklin, Tennessee $6.71B AUM 16.81% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.08B AUM 12.02% 1-Year Est. Return

Financial Synergies Wealth Advisors Houston, Texas $1.22B AUM 22.8% 1-Year Est. Return

JB Capital Wethersfield, Connecticut $2.93B AUM 20.02% 1-Year Est. Return

Waller Financial Planning Group Columbus, Ohio $493M AUM 11.61% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Clune & Associates's EFV Position: Q3 2026 in Review

Clune & Associates increased its iShares MSCI EAFE Value ETF (EFV) stake by 99% in Q3 2026, buying an estimated $1.04M and bringing the position to 25,960 shares worth $2.05M. The position accounts for 0.31% of the portfolio, ranked #56.

Clune & Associates first reported a position in EFV in Q4 2024 and has held it in 8 quarters since. 410 funds tracked by Wall St. Rank hold EFV as of Q3 2026.

Clune & Associates held 25,960 shares of iShares MSCI EAFE Value ETF worth $2.05M as of Q3 2026.
Clune & Associates bought 12,885 iShares MSCI EAFE Value ETF shares in Q3 2026, an estimated $1.04M.
iShares MSCI EAFE Value ETF made up 0.31% of Clune & Associates's portfolio in Q3 2026, its #56 holding.
Clune & Associates first reported a position in iShares MSCI EAFE Value ETF in Q4 2024 and has held it in 8 quarters since.
410 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q3 2026.

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