Focus Financial Network’s iShares MSCI EAFE Value ETF EFV Stock Holding History

Focus Financial Network’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	$2.58M	Sell	32,625 -2,002	-6%	-$161K	0.08%	191
2026 Q2	$2.65M	Sell	34,627 -74,300	-68%	-$5.75M	0.08%	189
2026 Q1	$8.1M	Sell	108,927 -67,462	-38%	-$5.07M	0.29%	65
2025 Q4	$12.6M	Buy	176,389 +731	+0.4%	+$50.8K	0.44%	46
2025 Q3	$11.9M	Buy	175,658 +3,264	+2%	+$215K	0.42%	50
2025 Q2	$10.9M	Buy	172,394 +49,499	+40%	+$3.03M	0.43%	44
2025 Q1	$7.24M	Sell	122,895 -24,190	-16%	-$1.37M	0.3%	65
2024 Q4	$7.72M	Buy	147,085 +16,490	+13%	+$903K	0.31%	60
2024 Q3	$7.51M	Buy	130,595 +53,771	+70%	+$2.97M	0.31%	64
2024 Q2	$4.25M	Sell	76,824 -23,445	-23%	-$1.27M	0.18%	93
2024 Q1	$5.27M	Sell	100,269 -36,939	-27%	-$1.93M	0.26%	76
2023 Q4	$7.15M	Sell	137,208 -2,617	-2%	-$130K	0.27%	84
2023 Q3	$6.84M	Buy	139,825 +30,685	+28%	+$1.52M	0.39%	51
2023 Q2	$5.34M	Buy	109,140 +2,697	+3%	+$133K	0.3%	64
2023 Q1	$5.17M	Sell	106,443 -40,563	-28%	-$1.96M	0.32%	62
2022 Q4	$6.74M	Buy	147,006 +4,326	+3%	+$188K	0.55%	39
2022 Q3	$5.5M	Sell	142,680 -15,267	-10%	-$651K	0.47%	40
2022 Q2	$6.85M	Buy	157,947 +15,196	+11%	+$724K	0.57%	37
2022 Q1	$7.17M	Buy	142,751 +137,434	+2,585%	+$6.99M	0.5%	40
2021 Q4	$268K	Sell	5,317 -128,318	-96%	-$6.55M	0.04%	303
2021 Q3	$6.8M	Buy	133,635 +6,906	+5%	+$358K	0.91%	21
2021 Q2	$6.56M	Buy	126,729 +79,332	+167%	+$4.2M	0.87%	20
2021 Q1	$2.42M	Buy	+47,397	New	+$2.36M	0.28%	89

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

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

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

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

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

Focus Financial Network's EFV Position: Q3 2026 in Review

Focus Financial Network reduced its iShares MSCI EAFE Value ETF (EFV) stake by 5.8% in Q3 2026, selling an estimated $161K and leaving 32,625 shares worth $2.58M. The position accounts for 0.08% of the portfolio, ranked #191.

Focus Financial Network first reported a position in EFV in Q1 2021 and has held it in 23 quarters since. The position peaked at $12.6M in Q4 2025. 311 funds tracked by Wall St. Rank hold EFV as of Q3 2026.

Focus Financial Network held 32,625 shares of iShares MSCI EAFE Value ETF worth $2.58M as of Q3 2026.
Focus Financial Network sold 2,002 iShares MSCI EAFE Value ETF shares in Q3 2026, an estimated $161K.
iShares MSCI EAFE Value ETF made up 0.08% of Focus Financial Network's portfolio in Q3 2026, its #191 holding.
Focus Financial Network first reported a position in iShares MSCI EAFE Value ETF in Q1 2021 and has held it in 23 quarters since.
Focus Financial Network's iShares MSCI EAFE Value ETF position peaked at $12.6M in Q4 2025.
311 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q3 2026.

Based on Focus Financial Network's 13F filing for Q3 2026, filed 14 Oct 2026.