Essential Partners’s iShares MSCI EAFE Value ETF EFV Stock Holding History

Essential Partners’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	$35.8K	Buy	+452	New	+$36.4K	0.02%	722

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

Essential Partners's EFV Position: Q3 2026 in Review

Essential Partners opened a new position in iShares MSCI EAFE Value ETF (EFV) in Q3 2026: 452 shares worth $35.8K. The stake represents 0.02% of the portfolio and ranks #722 among its holdings.

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

Essential Partners held 452 shares of iShares MSCI EAFE Value ETF worth $35.8K as of Q3 2026.
iShares MSCI EAFE Value ETF was a new Essential Partners position in Q3 2026.
iShares MSCI EAFE Value ETF made up 0.02% of Essential Partners's portfolio in Q3 2026, its #722 holding.
381 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.