Highline Wealth Partners
EFV icon

Highline Wealth Partners’s iShares MSCI EAFE Value ETF EFV Stock Holding History

Highline Wealth Partners’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 		$50.8K Hold
1,284
– – 0.01% 257
2026
Q2 		$49.1K Hold
1,284
– – 0.01% 233
2026
Q1 		$47.7K Hold
1,284
– – 0.01% 181
2025
Q4 		$45.8K Hold
1,284
– – 0.01% 144
2025
Q3 		$43.5K Hold
1,284
– – 0.01% 167
2025
Q2 		$40.8K Sell
1,284
-712
-36% -$21.8K 0.01% 157
2025
Q1 		$58.8K Sell
1,996
-676
-25% -$19.1K 0.02% 124
2024
Q4 		$70.1K Buy
2,672
+18
+0.7% +$493 0.02% 116
2024
Q3 		$76.4K Hold
2,654
– – 0.03% 114
2024
Q2 		$70.4K Buy
2,654
+28
+1% +$761 0.03% 117
2024
Q1 		$71.4K Hold
2,626
– – 0.03% 119
2023
Q4 		$68.4K Buy
2,626
+980
+60% +$24.2K 0.03% 119
2023
Q3 		$40.3K Buy
+1,646
New +$40.8K 0.02% 122

Other funds holding EFV

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Dynasty Wealth Management
Dynasty Wealth Management St. Petersburg, Florida $13B AUM 12.52% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $94.1B AUM 31.13% 1-Year Est. Return
Park Avenue Securities
Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return
RiverFront Investment Group
RiverFront Investment Group Richmond, Virginia $8.06B AUM 17.38% 1-Year Est. Return

Highline Wealth Partners's EFV Position: Q3 2026 in Review

Highline Wealth Partners held its iShares MSCI EAFE Value ETF (EFV) position steady in Q3 2026 at 1,284 shares worth $50.8K. The position accounts for 0.01% of the portfolio, ranked #257.

Highline Wealth Partners first reported a position in EFV in Q3 2023 and has held it in 13 quarters since. The position peaked at $76.4K in Q3 2024. 1,158 funds tracked by Wall St. Rank hold EFV as of Q3 2026.

  • Highline Wealth Partners held 1,284 shares of iShares MSCI EAFE Value ETF worth $50.8K as of Q3 2026.
  • Highline Wealth Partners left its iShares MSCI EAFE Value ETF share count unchanged in Q3 2026.
  • iShares MSCI EAFE Value ETF made up 0.01% of Highline Wealth Partners's portfolio in Q3 2026, its #257 holding.
  • Highline Wealth Partners first reported a position in iShares MSCI EAFE Value ETF in Q3 2023 and has held it in 13 quarters since.
  • Highline Wealth Partners's iShares MSCI EAFE Value ETF position peaked at $76.4K in Q3 2024.
  • 1,158 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q3 2026.

Based on Highline Wealth Partners's 13F filing for Q3 2026, filed 19 Oct 2026.