Fiduciary Alliance
EFV icon

Fiduciary Alliance’s iShares MSCI EAFE Value ETF EFV Stock Holding History

Fiduciary Alliance’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 		$906K Sell
22,908
-302
-1% -$12.2K 0.07% 243
2026
Q2 		$888K Buy
23,210
+394
+2% +$15.3K 0.06% 281
2026
Q1 		$893K Buy
+22,816
New +$857K 0.05% 276
2023
Q3 		– Sell
-750
Closed -$18.4K – 385
2023
Q2 		$18.4K Buy
+750
New +$18.5K ﹤0.01% 469
2023
Q1 		– Sell
-730
Closed -$16.8K – 350
2022
Q4 		$16.8K Buy
+730
New +$15.8K ﹤0.01% 333

Other funds holding EFV

US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Park Avenue Securities
Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return
Auto-Owners Insurance
Auto-Owners Insurance Lansing, Michigan $3.2B AUM 21.13% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Signature Estate & Investment Advisors
Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return
Hamilton Capital
Hamilton Capital Columbus, Ohio $1.78B AUM 13.06% 1-Year Est. Return
OpenArc Corporate Advisory
OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return
Empirical Wealth Management
Empirical Wealth Management Seattle, Washington $7.38B AUM 22.9% 1-Year Est. Return
Sagespring Wealth Partners
Sagespring Wealth Partners Franklin, Tennessee $6.71B AUM 16.81% 1-Year Est. Return

Fiduciary Alliance's EFV Position: Q3 2026 in Review

Fiduciary Alliance reduced its iShares MSCI EAFE Value ETF (EFV) stake by 1.3% in Q3 2026, selling an estimated $12.2K and leaving 22,908 shares worth $906K. The position accounts for 0.07% of the portfolio, ranked #243.

Fiduciary Alliance first reported a position in EFV in Q4 2022 and has held it in 5 quarters since. 845 funds tracked by Wall St. Rank hold EFV as of Q3 2026.

  • Fiduciary Alliance held 22,908 shares of iShares MSCI EAFE Value ETF worth $906K as of Q3 2026.
  • Fiduciary Alliance sold 302 iShares MSCI EAFE Value ETF shares in Q3 2026, an estimated $12.2K.
  • iShares MSCI EAFE Value ETF made up 0.07% of Fiduciary Alliance's portfolio in Q3 2026, its #243 holding.
  • Fiduciary Alliance first reported a position in iShares MSCI EAFE Value ETF in Q4 2022 and has held it in 5 quarters since.
  • 845 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q3 2026.

Based on Fiduciary Alliance's 13F filing for Q3 2026, filed 13 Oct 2026.