FWP
EFV icon

Falcon Wealth Planning’s iShares MSCI EAFE Value ETF EFV Stock Holding History

Falcon Wealth Planning’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 		$1.11M Sell
14,503
-331
-2% -$25.6K 0.07% 89
2026
Q1 		$1.1M Sell
14,834
-1,495
-9% -$112K 0.08% 80
2025
Q4 		$1.17M Sell
16,329
-1,792
-10% -$125K 0.1% 72
2025
Q3 		$1.23M Sell
18,121
-3,092
-15% -$204K 0.11% 69
2025
Q2 		$1.35M Sell
21,213
-1,974
-9% -$121K 0.14% 61
2025
Q1 		$1.37M Sell
23,187
-397
-2% -$22.5K 0.15% 58
2024
Q4 		$1.24M Sell
23,584
-1,602
-6% -$87.7K 0.14% 60
2024
Q3 		$1.45M Sell
25,186
-1,899
-7% -$105K 0.17% 54
2024
Q2 		$1.44M Sell
27,085
-1,074
-4% -$58.4K 0.19% 50
2024
Q1 		$1.53M Buy
28,159
+3,466
+14% +$181K 0.24% 46
2023
Q4 		$1.29M Buy
24,693
+4,389
+22% +$217K 0.23% 47
2023
Q3 		$993K Buy
20,304
+101
+0.5% +$5K 0.22% 41
2023
Q2 		$989K Sell
20,203
-1,241
-6% -$61.1K 0.22% 42
2023
Q1 		$1.04M Sell
21,444
-531
-2% -$25.7K 0.26% 39
2022
Q4 		$1.01M Buy
21,975
+11,312
+106% +$491K 0.29% 38
2022
Q3 		$411K Sell
10,663
-7,322
-41% -$312K 0.14% 50
2022
Q2 		$781K Buy
17,985
+12,403
+222% +$591K 0.27% 37
2022
Q1 		$281K Buy
5,582
+974
+21% +$49.5K 0.09% 67
2021
Q4 		$232K Buy
4,608
+354
+8% +$18.1K 0.08% 72
2021
Q3 		$216K Sell
4,254
-87
-2% -$4.51K 0.08% 69
2021
Q2 		$225K Buy
4,341
+247
+6% +$13.1K 0.1% 58
2021
Q1 		$209K Buy
+4,094
New +$204K 0.1% 56

Other funds holding EFV

AOI
Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.82B AUM 30.02% 1-Year Est. Return
BAM
Brave Asset Management Summit, New Jersey $467M AUM 33.05% 1-Year Est. Return
OWA
Octavia Wealth Advisors Cincinnati, Ohio $1.16B AUM 25.42% 1-Year Est. Return
WFPG
Waller Financial Planning Group Columbus, Ohio $486M AUM 17.78% 1-Year Est. Return
ACA
Affinity Capital Advisors Berkeley, California $810M AUM 24.85% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return
ICMP
Integrated Capital Management (Pennsylvania) Jessup, Pennsylvania $143M AUM 18.2% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return