Flagstar Advisors
EFV icon

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

Flagstar 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 		$368K Sell
4,656
-72
-2% -$5.8K 0.11% 146
2026
Q2 		$362K Sell
4,728
-852
-15% -$66K 0.11% 147
2026
Q1 		$415K Sell
5,580
-138
-2% -$10.4K 0.15% 124
2025
Q4 		$408K Sell
5,718
-516
-8% -$35.9K 0.14% 128
2025
Q3 		$423K Sell
6,234
-3,160
-34% -$208K 0.13% 130
2025
Q2 		$596K Buy
9,394
+1,669
+22% +$102K 0.17% 113
2025
Q1 		$455K Sell
7,725
-755
-9% -$42.7K 0.12% 143
2024
Q4 		$445K Buy
8,480
+244
+3% +$13.4K 0.11% 142
2024
Q3 		$474K Buy
8,236
+2,721
+49% +$150K 0.12% 136
2024
Q2 		$293K Sell
5,515
-45
-0.8% -$2.45K 0.08% 163
2024
Q1 		$302K Sell
5,560
-607
-10% -$31.7K 0.08% 158
2023
Q4 		$321K Buy
6,167
+1,262
+26% +$62.5K 0.1% 143
2023
Q3 		$240K Buy
+4,905
New +$243K 0.09% 146
2023
Q2 		– Sell
-4,559
Closed -$221K – 157
2023
Q1 		$221K Buy
+4,559
New +$221K 0.08% 151
2022
Q4 		– Sell
-3,482
Closed -$134K – 178
2022
Q3 		$134K Buy
+3,482
New +$148K 0.05% 164
2021
Q4 		– Sell
-2,984
Closed -$152K – 147
2021
Q3 		$152K Buy
+2,984
New +$155K 0.05% 129

Other funds holding EFV

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
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 13.07% 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
Modera Wealth Management
Modera Wealth Management Westwood, New Jersey $9.5B AUM 16% 1-Year Est. Return
Aspiriant LLC
Aspiriant LLC Los Angeles, California $4.08B AUM 12.02% 1-Year Est. Return
Financial Synergies Wealth Advisors
Financial Synergies Wealth Advisors Houston, Texas $1.22B AUM 22.8% 1-Year Est. Return

Flagstar Advisors's EFV Position: Q3 2026 in Review

Flagstar Advisors reduced its iShares MSCI EAFE Value ETF (EFV) stake by 1.5% in Q3 2026, selling an estimated $5.8K and leaving 4,656 shares worth $368K. The position accounts for 0.11% of the portfolio, ranked #146.

Flagstar Advisors first reported a position in EFV in Q3 2021 and has held it in 16 quarters since. The position peaked at $596K in Q2 2025. 544 funds tracked by Wall St. Rank hold EFV as of Q3 2026.

  • Flagstar Advisors held 4,656 shares of iShares MSCI EAFE Value ETF worth $368K as of Q3 2026.
  • Flagstar Advisors sold 72 iShares MSCI EAFE Value ETF shares in Q3 2026, an estimated $5.8K.
  • iShares MSCI EAFE Value ETF made up 0.11% of Flagstar Advisors's portfolio in Q3 2026, its #146 holding.
  • Flagstar Advisors first reported a position in iShares MSCI EAFE Value ETF in Q3 2021 and has held it in 16 quarters since.
  • Flagstar Advisors's iShares MSCI EAFE Value ETF position peaked at $596K in Q2 2025.
  • 544 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q3 2026.

Based on Flagstar Advisors's 13F filing for Q3 2026, filed 15 Oct 2026.