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Gilman Hill Asset Management’s iShares MSCI EAFE Value ETF EFV Stock Holding History

Gilman Hill Asset Management’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 		– Sell
-6,094
Closed -$466K – 231
2026
Q2 		$466K Hold
6,094
– – 0.06% 161
2026
Q1 		$453K Sell
6,094
-810
-12% -$60.9K 0.07% 156
2025
Q4 		$493K Hold
6,904
– – 0.08% 147
2025
Q3 		$468K Hold
6,904
– – 0.07% 148
2025
Q2 		$438K Buy
6,904
+550
+9% +$33.7K 0.07% 152
2025
Q1 		$375K Sell
6,354
-16,460
-72% -$931K 0.07% 159
2024
Q4 		$1.2M Buy
22,814
+15,800
+225% +$865K 0.21% 103
2024
Q3 		$404K Sell
7,014
-4,520
-39% -$250K 0.07% 154
2024
Q2 		$612K Buy
11,534
+310
+3% +$16.9K 0.11% 123
2024
Q1 		$611K Sell
11,224
-24,700
-69% -$1.29M 0.11% 131
2023
Q4 		$1.87M Buy
+35,924
New +$1.78M 0.35% 90
2023
Q1 		– Sell
-5,879
Closed -$270K – 209
2022
Q4 		$270K Buy
+5,879
New +$255K 0.06% 182
2022
Q1 		– Sell
-4,564
Closed -$230K – 210
2021
Q4 		$230K Buy
+4,564
New +$233K 0.05% 198
2014
Q1 		– Sell
-1,744
Closed -$100K – 149
2013
Q4 		$100K Buy
+1,744
New +$97.7K 0.07% 127

Other funds holding EFV

SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return
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
Wealth Enhancement Advisory Services
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
FLA
Financial Life Advisors San Antonio, Texas $352M AUM 8.42% 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

Gilman Hill Asset Management's EFV Position: Q3 2026 in Review

Gilman Hill Asset Management sold out of iShares MSCI EAFE Value ETF (EFV) in Q3 2026, closing a stake of 6,094 shares — an estimated $466K sold.

Gilman Hill Asset Management first reported a position in EFV in Q4 2013 and held it in 14 quarters. The position peaked at $1.87M in Q4 2023. 159 funds tracked by Wall St. Rank hold EFV as of Q3 2026.

  • Gilman Hill Asset Management reported no remaining iShares MSCI EAFE Value ETF position as of Q3 2026 after selling out during the quarter.
  • Gilman Hill Asset Management sold 6,094 iShares MSCI EAFE Value ETF shares in Q3 2026, an estimated $466K.
  • Gilman Hill Asset Management first reported a position in iShares MSCI EAFE Value ETF in Q4 2013 and held it in 14 quarters.
  • Gilman Hill Asset Management's iShares MSCI EAFE Value ETF position peaked at $1.87M in Q4 2023.
  • 159 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q3 2026.

Based on Gilman Hill Asset Management's 13F filing for Q3 2026, filed 13 Oct 2026.