Eclectic Associates
EFV icon

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

Eclectic 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 		$237K Hold
2,992
– – 0.03% 144
2026
Q2 		$229K Hold
2,992
– – 0.03% 149
2026
Q1 		$222K Hold
2,992
– – 0.03% 148
2025
Q4 		$214K Hold
2,992
– – 0.03% 139
2025
Q3 		$203K Buy
+2,992
New +$197K 0.04% 122

Other funds holding EFV

Auto-Owners Insurance
Auto-Owners Insurance Lansing, Michigan $3.2B AUM 21.13% 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 13.07% 1-Year Est. Return
OpenArc Corporate Advisory
OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return
Sagespring Wealth Partners
Sagespring Wealth Partners Franklin, Tennessee $6.71B AUM 16.81% 1-Year Est. Return
Aspiriant LLC
Aspiriant LLC Los Angeles, California $4.08B AUM 12.02% 1-Year Est. Return
Financial Synergies Wealth Advisors
Financial Synergies Wealth Advisors Houston, Texas $1.22B AUM 22.8% 1-Year Est. Return
JB Capital
JB Capital Wethersfield, Connecticut $2.93B AUM 20.02% 1-Year Est. Return
Waller Financial Planning Group
Waller Financial Planning Group Columbus, Ohio $493M AUM 11.61% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Eclectic Associates's EFV Position: Q3 2026 in Review

Eclectic Associates held its iShares MSCI EAFE Value ETF (EFV) position steady in Q3 2026 at 2,992 shares worth $237K. The position accounts for 0.03% of the portfolio, ranked #144.

Eclectic Associates first reported a position in EFV in Q3 2025 and has held it in 5 quarters since. 410 funds tracked by Wall St. Rank hold EFV as of Q3 2026.

  • Eclectic Associates held 2,992 shares of iShares MSCI EAFE Value ETF worth $237K as of Q3 2026.
  • Eclectic Associates left its iShares MSCI EAFE Value ETF share count unchanged in Q3 2026.
  • iShares MSCI EAFE Value ETF made up 0.03% of Eclectic Associates's portfolio in Q3 2026, its #144 holding.
  • Eclectic Associates first reported a position in iShares MSCI EAFE Value ETF in Q3 2025 and has held it in 5 quarters since.
  • 410 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q3 2026.

Based on Eclectic Associates's 13F filing for Q3 2026, filed 9 Oct 2026.