Columbus Macro’s iShares MSCI EAFE Value ETF EFV Stock Holding History

Columbus Macro’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	$2.79M	Buy	35,193 +363	+1%	+$29.3K	0.27%	111
2026 Q2	$2.67M	Buy	34,830 +790	+2%	+$61.2K	0.26%	112
2026 Q1	$2.53M	Buy	34,040 +207	+0.6%	+$15.6K	0.27%	102
2025 Q4	$2.42M	Buy	33,833 +2,245	+7%	+$156K	0.26%	110
2025 Q3	$2.14M	Buy	31,588 +225	+0.7%	+$14.8K	0.24%	115
2025 Q2	$1.99M	Buy	31,363 +7,678	+32%	+$470K	0.24%	117
2025 Q1	$1.4M	Buy	+23,685	New	+$1.34M	0.18%	133
2024 Q2	–	Sell	-9,297	Closed	-$506K	–	177
2024 Q1	$506K	Sell	9,297 -35,141	-79%	-$1.83M	0.19%	139
2023 Q4	$2.31M	Buy	+44,438	New	+$2.2M	0.91%	30

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

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

WFPG

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

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Affinity Capital Advisors Berkeley, California $856M AUM 17.43% 1-Year Est. Return

Columbus Macro's EFV Position: Q3 2026 in Review

Columbus Macro increased its iShares MSCI EAFE Value ETF (EFV) stake by 1% in Q3 2026, buying an estimated $29.3K and bringing the position to 35,193 shares worth $2.79M. The position accounts for 0.27% of the portfolio, ranked #111.

Columbus Macro first reported a position in EFV in Q4 2023 and has held it in 9 quarters since. 262 funds tracked by Wall St. Rank hold EFV as of Q3 2026.

Columbus Macro held 35,193 shares of iShares MSCI EAFE Value ETF worth $2.79M as of Q3 2026.
Columbus Macro bought 363 iShares MSCI EAFE Value ETF shares in Q3 2026, an estimated $29.3K.
iShares MSCI EAFE Value ETF made up 0.27% of Columbus Macro's portfolio in Q3 2026, its #111 holding.
Columbus Macro first reported a position in iShares MSCI EAFE Value ETF in Q4 2023 and has held it in 9 quarters since.
262 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q3 2026.

Based on Columbus Macro's 13F filing for Q3 2026, filed 14 Oct 2026.