GI
EFV icon

GAMMA Investing’s iShares MSCI EAFE Value ETF EFV Stock Holding History

GAMMA Investing’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 		$538K Buy
6,804
+1,618
+31% +$130K 0.02% 670
2026
Q2 		$397K Buy
5,186
+1,505
+41% +$117K 0.01% 778
2026
Q1 		$274K Buy
3,681
+909
+33% +$68.3K 0.01% 904
2025
Q4 		$198K Buy
2,772
+655
+31% +$45.5K 0.01% 1053
2025
Q3 		$144K Buy
2,117
+74
+4% +$4.87K 0.01% 1205
2025
Q2 		$130K Sell
2,043
-11
-0.5% -$673 0.01% 1236
2025
Q1 		$121K Buy
2,054
+582
+40% +$32.9K 0.01% 1101
2024
Q4 		$77.2K Hold
1,472
– – 0.01% 1306
2024
Q3 		$84.7K Hold
1,472
– – 0.01% 1101
2024
Q2 		$78.1K Buy
1,472
+1,370
+1,343% +$74.5K 0.01% 911
2024
Q1 		$5.55K Sell
102
-395
-79% -$20.6K ﹤0.01% 2369
2023
Q4 		$25.6K Buy
+497
New +$24.6K 0.01% 1330

Other funds holding EFV

HC
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
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
RFA
RTD Financial Advisors Philadelphia, Pennsylvania $914M AUM 11.18% 1-Year Est. Return
CPBTD
Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
MBT
Montecito Bank & Trust Santa Barbara, California $660M AUM 18.73% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return

GAMMA Investing's EFV Position: Q3 2026 in Review

GAMMA Investing increased its iShares MSCI EAFE Value ETF (EFV) stake by 31% in Q3 2026, buying an estimated $130K and bringing the position to 6,804 shares worth $538K. The position accounts for 0.02% of the portfolio, ranked #670.

GAMMA Investing first reported a position in EFV in Q4 2023 and has held it in 12 quarters since. 70 funds tracked by Wall St. Rank hold EFV as of Q3 2026.

  • GAMMA Investing held 6,804 shares of iShares MSCI EAFE Value ETF worth $538K as of Q3 2026.
  • GAMMA Investing bought 1,618 iShares MSCI EAFE Value ETF shares in Q3 2026, an estimated $130K.
  • iShares MSCI EAFE Value ETF made up 0.02% of GAMMA Investing's portfolio in Q3 2026, its #670 holding.
  • GAMMA Investing first reported a position in iShares MSCI EAFE Value ETF in Q4 2023 and has held it in 12 quarters since.
  • 70 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q3 2026.

Based on GAMMA Investing's 13F filing for Q3 2026, filed 8 Oct 2026.