Hamilton Capital
EFV icon

Hamilton Capital’s iShares MSCI EAFE Value ETF EFV Stock Holding History

Hamilton Capital’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 		$188M Buy
2,380,631
+9,076
+0.4% +$731K 10.58% 2
2026
Q2 		$182M Sell
2,371,555
-24,860
-1% -$1.92M 8.99% 4
2026
Q1 		$178M Sell
2,396,415
-942,662
-28% -$70.8M 9.23% 4
2025
Q4 		$238M Buy
+3,339,077
New +$232M 11.92% 3
2025
Q2 		$217M Buy
3,413,531
+61,905
+2% +$3.79M 11.91% 3
2025
Q1 		$198M Buy
+3,351,626
New +$190M 11.95% 3

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
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
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 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

Hamilton Capital's EFV Position: Q3 2026 in Review

Hamilton Capital increased its iShares MSCI EAFE Value ETF (EFV) stake by 0.38% in Q3 2026, buying an estimated $731K and bringing the position to 2,380,631 shares worth $188M. The position accounts for 10.58% of the portfolio, ranked #2.

Hamilton Capital first reported a position in EFV in Q1 2025 and has held it in 6 quarters since. The position peaked at $238M in Q4 2025. 568 funds tracked by Wall St. Rank hold EFV as of Q3 2026.

  • Hamilton Capital held 2,380,631 shares of iShares MSCI EAFE Value ETF worth $188M as of Q3 2026.
  • Hamilton Capital bought 9,076 iShares MSCI EAFE Value ETF shares in Q3 2026, an estimated $731K.
  • iShares MSCI EAFE Value ETF made up 10.58% of Hamilton Capital's portfolio in Q3 2026, its #2 holding.
  • Hamilton Capital first reported a position in iShares MSCI EAFE Value ETF in Q1 2025 and has held it in 6 quarters since.
  • Hamilton Capital's iShares MSCI EAFE Value ETF position peaked at $238M in Q4 2025.
  • 568 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q3 2026.

Based on Hamilton Capital's 13F filing for Q3 2026, filed 8 Oct 2026.