Equitable Trust’s iShares MSCI EAFE Value ETF EFV Stock Holding History

Equitable Trust’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	$200K	Buy	+2,528	New	+$204K	0.01%	441

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

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

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Equitable Trust's EFV Position: Q3 2026 in Review

Equitable Trust opened a new position in iShares MSCI EAFE Value ETF (EFV) in Q3 2026: 2,528 shares worth $200K. The stake represents 0.01% of the portfolio and ranks #441 among its holdings.

225 funds tracked by Wall St. Rank hold EFV as of Q3 2026.

Equitable Trust held 2,528 shares of iShares MSCI EAFE Value ETF worth $200K as of Q3 2026.
iShares MSCI EAFE Value ETF was a new Equitable Trust position in Q3 2026.
iShares MSCI EAFE Value ETF made up 0.01% of Equitable Trust's portfolio in Q3 2026, its #441 holding.
225 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q3 2026.

Based on Equitable Trust's 13F filing for Q3 2026, filed 13 Oct 2026.