Firethorn Wealth Partners’s iShares MSCI EAFE Value ETF EFV Stock Holding History

Firethorn Wealth Partners’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	$3M	Sell	37,859 -2,489	-6%	-$201K	0.96%	23
2026 Q2	$3.09M	Sell	40,348 -24,008	-37%	-$1.86M	1%	23
2026 Q1	$4.78M	Sell	64,356 -17,892	-22%	-$1.34M	1.75%	10
2025 Q4	$5.87M	Sell	82,248 -8,469	-9%	-$588K	2.2%	10
2025 Q3	$6.15M	Sell	90,717 -8,210	-8%	-$541K	2.42%	10
2025 Q2	$6.28M	Buy	98,927 +19,735	+25%	+$1.21M	2.72%	9
2025 Q1	$4.67M	Sell	79,192 -15,077	-16%	-$853K	2.23%	11
2024 Q4	$4.95M	Buy	94,269 +2,869	+3%	+$157K	2.46%	11
2024 Q3	$5.26M	Buy	91,400 +41,571	+83%	+$2.3M	2.67%	10
2024 Q2	$2.64M	Sell	49,829 -32,053	-39%	-$1.74M	1.49%	13
2024 Q1	$4.45M	Sell	81,882 -13,596	-14%	-$710K	2.62%	6
2023 Q4	$4.97M	Sell	95,478 -3,977	-4%	-$197K	3.26%	5
2023 Q3	$4.87M	Buy	99,455 +28,402	+40%	+$1.41M	3.73%	5
2023 Q2	$3.48M	Buy	71,053 +427	+0.6%	+$21K	2.59%	11
2023 Q1	$3.54M	Sell	70,626 -18,648	-21%	-$903K	2.77%	11
2022 Q4	$4.1M	Buy	89,274 +6,373	+8%	+$277K	3.46%	6
2022 Q3	$3.19M	Sell	82,901 -20,705	-20%	-$883K	2.97%	7
2022 Q2	$4.6M	Buy	103,606 +3,575	+4%	+$170K	3.73%	6
2022 Q1	$5.03M	Sell	100,031 -17,231	-15%	-$876K	3.81%	5
2021 Q4	$5.91M	Buy	+117,262	New	+$5.99M	4.42%	6
2021 Q2	$5.48M	Buy	105,886 +15,764	+17%	+$834K	4.59%	4
2021 Q1	$4.59M	Buy	+90,122	New	+$4.48M	4.28%	5

Other funds holding EFV

SEIA

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

WFPG

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

ACA

Affinity Capital Advisors Berkeley, California $856M AUM 17.43% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

ICMP

Integrated Capital Management (Pennsylvania) Jessup, Pennsylvania $139M AUM 11.73% 1-Year Est. Return

SWA

Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.73% 1-Year Est. Return

SFG

Shum Financial Group Alameda, California $174M AUM 19.39% 1-Year Est. Return

RFA

RTD Financial Advisors Philadelphia, Pennsylvania $914M AUM 11.18% 1-Year Est. Return

Firethorn Wealth Partners's EFV Position: Q3 2026 in Review

Firethorn Wealth Partners reduced its iShares MSCI EAFE Value ETF (EFV) stake by 6.2% in Q3 2026, selling an estimated $201K and leaving 37,859 shares worth $3M. The position accounts for 0.96% of the portfolio, ranked #23.

Firethorn Wealth Partners first reported a position in EFV in Q1 2021 and has held it in 22 quarters since. The position peaked at $6.28M in Q2 2025. 140 funds tracked by Wall St. Rank hold EFV as of Q3 2026.

Firethorn Wealth Partners held 37,859 shares of iShares MSCI EAFE Value ETF worth $3M as of Q3 2026.
Firethorn Wealth Partners sold 2,489 iShares MSCI EAFE Value ETF shares in Q3 2026, an estimated $201K.
iShares MSCI EAFE Value ETF made up 0.96% of Firethorn Wealth Partners's portfolio in Q3 2026, its #23 holding.
Firethorn Wealth Partners first reported a position in iShares MSCI EAFE Value ETF in Q1 2021 and has held it in 22 quarters since.
Firethorn Wealth Partners's iShares MSCI EAFE Value ETF position peaked at $6.28M in Q2 2025.
140 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q3 2026.

Based on Firethorn Wealth Partners's 13F filing for Q3 2026, filed 14 Oct 2026.