Fifth Third Wealth Advisors’s iShares MSCI EAFE Value ETF EFV Stock Holding History

Fifth Third Wealth 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	$6.08M	Sell	76,867 -47,375	-38%	-$3.82M	0.16%	99
2026 Q2	$9.5M	Sell	124,242 -32,282	-21%	-$2.5M	0.27%	66
2026 Q1	$11.6M	Buy	156,524 +35,008	+29%	+$2.63M	0.39%	42
2025 Q4	$8.68M	Buy	121,516 +105,134	+642%	+$7.31M	0.3%	50
2025 Q3	$1.11M	Buy	16,382 +8,740	+114%	+$576K	0.04%	226
2025 Q2	$485K	Buy	7,642 +379	+5%	+$23.2K	0.02%	373
2025 Q1	$428K	Buy	7,263 +2,321	+47%	+$131K	0.02%	373
2024 Q4	$259K	Buy	4,942 +521	+12%	+$28.5K	0.01%	567
2024 Q3	$254K	Buy	4,421 +521	+13%	+$28.8K	0.02%	541
2024 Q2	$207K	Buy	+3,900	New	+$212K	0.02%	590

Other funds holding EFV

Auto-Owners Insurance Lansing, Michigan $3.2B AUM 21.13% 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 13.07% 1-Year Est. Return

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

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

Aspiriant LLC Los Angeles, California $4.08B AUM 12.02% 1-Year Est. Return

Financial Synergies Wealth Advisors Houston, Texas $1.22B AUM 22.8% 1-Year Est. Return

JB Capital Wethersfield, Connecticut $2.93B AUM 20.02% 1-Year Est. Return

Waller Financial Planning Group Columbus, Ohio $493M AUM 11.61% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Fifth Third Wealth Advisors's EFV Position: Q3 2026 in Review

Fifth Third Wealth Advisors reduced its iShares MSCI EAFE Value ETF (EFV) stake by 38% in Q3 2026, selling an estimated $3.82M and leaving 76,867 shares worth $6.08M. The position accounts for 0.16% of the portfolio, ranked #99.

Fifth Third Wealth Advisors first reported a position in EFV in Q2 2024 and has held it in 10 quarters since. The position peaked at $11.6M in Q1 2026. 410 funds tracked by Wall St. Rank hold EFV as of Q3 2026.

Fifth Third Wealth Advisors held 76,867 shares of iShares MSCI EAFE Value ETF worth $6.08M as of Q3 2026.
Fifth Third Wealth Advisors sold 47,375 iShares MSCI EAFE Value ETF shares in Q3 2026, an estimated $3.82M.
iShares MSCI EAFE Value ETF made up 0.16% of Fifth Third Wealth Advisors's portfolio in Q3 2026, its #99 holding.
Fifth Third Wealth Advisors first reported a position in iShares MSCI EAFE Value ETF in Q2 2024 and has held it in 10 quarters since.
Fifth Third Wealth Advisors's iShares MSCI EAFE Value ETF position peaked at $11.6M in Q1 2026.
410 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q3 2026.

Based on Fifth Third Wealth Advisors's 13F filing for Q3 2026, filed 22 Oct 2026.