Hemington Wealth Management’s iShares MSCI EAFE Value ETF EFV Stock Holding History

Hemington Wealth 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
2025 Q3	$683K	Hold	10,070	–	–	0.09%	69
2025 Q2	$639K	Buy	10,070 +14	+0.1%	+$857	0.09%	69
2025 Q1	$592K	Hold	10,056	–	–	0.09%	68
2024 Q4	$527K	Buy	10,056 +10	+0.1%	+$548	0.13%	68
2024 Q3	$551K	Buy	10,046 +606	+6%	+$33.5K	0.15%	64
2024 Q2	$500K	Hold	9,440	–	–	0.17%	66
2024 Q1	$514K	Sell	9,440 -262	-3%	-$13.7K	0.19%	67
2023 Q4	$505K	Hold	9,702	–	–	0.19%	65
2023 Q3	$474K	Buy	9,702 +319	+3%	+$15.8K	0.23%	56
2023 Q2	$459K	Hold	9,383	–	–	0.19%	62
2023 Q1	$455K	Hold	9,383	–	–	0.18%	59
2022 Q4	$430K	Hold	9,383	–	–	0.18%	59
2022 Q3	$362K	Sell	9,383 -14	-0.1%	-$597	0.16%	62
2022 Q2	$408K	Hold	9,397	–	–	0.16%	65
2022 Q1	$472K	Buy	+9,397	New	+$478K	0.16%	69

Other funds holding EFV

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Hemington Wealth Management's EFV Position: Q3 2025 in Review

Hemington Wealth Management held its iShares MSCI EAFE Value ETF (EFV) position steady in Q3 2025 at 10,070 shares worth $683K. The position accounts for 0.09% of the portfolio, ranked #69.

Hemington Wealth Management first reported a position in EFV in Q1 2022 and has held it in 15 quarters since. 1,111 funds tracked by Wall St. Rank hold EFV as of Q3 2025.

Hemington Wealth Management held 10,070 shares of iShares MSCI EAFE Value ETF worth $683K as of Q3 2025.
Hemington Wealth Management left its iShares MSCI EAFE Value ETF share count unchanged in Q3 2025.
iShares MSCI EAFE Value ETF made up 0.09% of Hemington Wealth Management's portfolio in Q3 2025, its #69 holding.
Hemington Wealth Management first reported a position in iShares MSCI EAFE Value ETF in Q1 2022 and has held it in 15 quarters since.
1,111 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q3 2025.

Based on Hemington Wealth Management's 13F filing for Q3 2025, filed 24 Oct 2025.