Fairman Group’s iShares MSCI EAFE Value ETF EFV Stock Holding History

Fairman Group’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 Q2	$22.8K	Buy	297 +6	+2%	+$465	0.02%	135
2026 Q1	$21.7K	Hold	291	–	–	0.02%	126
2025 Q4	$20.8K	Buy	291 +4	+1%	+$278	0.02%	129
2025 Q3	$19.4K	Hold	287	–	–	0.02%	138
2025 Q2	$18.2K	Buy	287 +159	+124%	+$9.73K	0.02%	135
2025 Q1	$6.74K	Hold	128	–	–	0.01%	164
2024 Q4	$6.74K	Buy	128 +1	+0.8%	+$55	0.01%	174
2024 Q3	$7.33K	Hold	127	–	–	0.01%	186
2024 Q2	$6.76K	Buy	127 +1	+0.8%	+$54	0.01%	187
2024 Q1	$6.85K	Hold	126	–	–	0.01%	177
2023 Q4	$6.56K	Buy	+126	New	+$6.24K	0.01%	179

Other funds holding EFV

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

AOI

Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

OCA

OpenArc Corporate Advisory Atlanta, Georgia $8.41B AUM

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

HMH

Hackensack Meridian Health Edison, New Jersey $1.48B AUM 21% 1-Year Est. Return

Fairman Group's EFV Position: Q2 2026 in Review

Fairman Group increased its iShares MSCI EAFE Value ETF (EFV) stake by 2.1% in Q2 2026, buying an estimated $465 and bringing the position to 297 shares worth $22.8K. The position accounts for 0.02% of the portfolio, ranked #135.

Fairman Group first reported a position in EFV in Q4 2023 and has held it in 11 quarters since. 814 funds tracked by Wall St. Rank hold EFV as of Q2 2026.

Fairman Group held 297 shares of iShares MSCI EAFE Value ETF worth $22.8K as of Q2 2026.
Fairman Group bought 6 iShares MSCI EAFE Value ETF shares in Q2 2026, an estimated $465.
iShares MSCI EAFE Value ETF made up 0.02% of Fairman Group's portfolio in Q2 2026, its #135 holding.
Fairman Group first reported a position in iShares MSCI EAFE Value ETF in Q4 2023 and has held it in 11 quarters since.
814 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q2 2026.

Based on Fairman Group's 13F filing for Q2 2026, filed 4 Aug 2026.