FFA
EFV icon

Farther Finance Advisors’s iShares MSCI EAFE Value ETF EFV Stock Holding History

Farther Finance Advisors’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 		$26.1M Sell
329,452
-21,956
-6% -$1.77M 0.18% 99
2026
Q2 		$26.9M Sell
351,408
-129,030
-27% -$9.99M 0.21% 91
2026
Q1 		$36.2M Sell
480,438
-114,045
-19% -$8.57M 0.34% 59
2025
Q4 		$42.5M Buy
594,483
+177,363
+43% +$12.3M 0.45% 41
2025
Q3 		$28.3M Buy
417,120
+40,678
+11% +$2.68M 0.43% 48
2025
Q2 		$23.9M Sell
376,442
-36,384
-9% -$2.23M 0.48% 31
2025
Q1 		$24.4M Buy
412,826
+19,776
+5% +$1.12M 0.62% 22
2024
Q4 		$20.6M Buy
393,050
+61,325
+18% +$3.36M 0.75% 18
2024
Q3 		$19.1M Buy
331,725
+126,135
+61% +$6.97M 0.72% 20
2024
Q2 		$11M Sell
205,590
-48,737
-19% -$2.65M 0.53% 34
2024
Q1 		$13.7M Buy
254,327
+13,140
+5% +$686K 0.84% 15
2023
Q4 		$12.6M Buy
241,187
+38,445
+19% +$1.9M 0.9% 14
2023
Q3 		$9.92M Buy
202,742
+87,236
+76% +$4.32M 1.56% 6
2023
Q2 		$5.65M Buy
115,506
+9,497
+9% +$468K 1.24% 15
2023
Q1 		$5.14M Sell
106,009
-6,501
-6% -$315K 1.51% 12
2022
Q4 		$5.16M Buy
+112,510
New +$4.88M 2% 7

Other funds holding EFV

HC
Hamilton Capital Columbus, Ohio $1.78B AUM 13.07% 1-Year Est. Return
WFPG
Waller Financial Planning Group Columbus, Ohio $493M AUM 11.61% 1-Year Est. Return
ICMP
Integrated Capital Management (Pennsylvania) Jessup, Pennsylvania $139M AUM 11.73% 1-Year Est. Return
RFA
RTD Financial Advisors Philadelphia, Pennsylvania $914M AUM 11.18% 1-Year Est. Return
CPBTD
Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
MBT
Montecito Bank & Trust Santa Barbara, California $660M AUM 18.73% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return
MSWMA
Market Street Wealth Management Advisors Indianapolis, Indiana $703M AUM 10.22% 1-Year Est. Return

Farther Finance Advisors's EFV Position: Q3 2026 in Review

Farther Finance Advisors reduced its iShares MSCI EAFE Value ETF (EFV) stake by 6.2% in Q3 2026, selling an estimated $1.77M and leaving 329,452 shares worth $26.1M. The position accounts for 0.18% of the portfolio, ranked #99.

Farther Finance Advisors first reported a position in EFV in Q4 2022 and has held it in 16 quarters since. The position peaked at $42.5M in Q4 2025. 70 funds tracked by Wall St. Rank hold EFV as of Q3 2026.

  • Farther Finance Advisors held 329,452 shares of iShares MSCI EAFE Value ETF worth $26.1M as of Q3 2026.
  • Farther Finance Advisors sold 21,956 iShares MSCI EAFE Value ETF shares in Q3 2026, an estimated $1.77M.
  • iShares MSCI EAFE Value ETF made up 0.18% of Farther Finance Advisors's portfolio in Q3 2026, its #99 holding.
  • Farther Finance Advisors first reported a position in iShares MSCI EAFE Value ETF in Q4 2022 and has held it in 16 quarters since.
  • Farther Finance Advisors's iShares MSCI EAFE Value ETF position peaked at $42.5M in Q4 2025.
  • 70 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.