Evermay Wealth Management’s iShares MSCI EAFE Value ETF EFV Stock Holding History

Evermay Wealth Management’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	$12.6K	Hold	318	–	–	﹤0.01%	469
2026 Q2	$12.2K	Hold	318	–	–	﹤0.01%	489
2026 Q1	$11.8K	Hold	318	–	–	﹤0.01%	445
2025 Q4	$11.4K	Hold	318	–	–	﹤0.01%	433
2025 Q3	$10.8K	Hold	318	–	–	﹤0.01%	439
2025 Q2	$10.1K	Hold	318	–	–	﹤0.01%	444
2025 Q1	$9.37K	Hold	318	–	–	﹤0.01%	449
2024 Q4	$8.34K	Hold	318	–	–	﹤0.01%	457
2024 Q3	$9.15K	Buy	+318	New	+$8.78K	﹤0.01%	468
2022 Q1	–	Sell	-222	Closed	-$6K	–	538
2021 Q4	$6K	Buy	+222	New	+$5.67K	﹤0.01%	435

Other funds holding EFV

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

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

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 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 13.06% 1-Year Est. Return

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

Empirical Wealth Management Seattle, Washington $7.38B AUM 22.9% 1-Year Est. Return

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

Evermay Wealth Management's EFV Position: Q3 2026 in Review

Evermay Wealth Management held its iShares MSCI EAFE Value ETF (EFV) position steady in Q3 2026 at 318 shares worth $12.6K. The position accounts for ﹤0.01% of the portfolio, ranked #469.

Evermay Wealth Management first reported a position in EFV in Q4 2021 and has held it in 10 quarters since. 845 funds tracked by Wall St. Rank hold EFV as of Q3 2026.

Evermay Wealth Management held 318 shares of iShares MSCI EAFE Value ETF worth $12.6K as of Q3 2026.
Evermay Wealth Management left its iShares MSCI EAFE Value ETF share count unchanged in Q3 2026.
iShares MSCI EAFE Value ETF made up ﹤0.01% of Evermay Wealth Management's portfolio in Q3 2026, its #469 holding.
Evermay Wealth Management first reported a position in iShares MSCI EAFE Value ETF in Q4 2021 and has held it in 10 quarters since.
845 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q3 2026.

Based on Evermay Wealth Management's 13F filing for Q3 2026, filed 5 Nov 2026.