Hoese & Co’s iShares MSCI EAFE Value ETF EFV Stock Holding History

Hoese & Co’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	$3.8K	Hold	48	–	–	﹤0.01%	166
2026 Q2	$3.67K	Hold	48	–	–	﹤0.01%	171
2026 Q1	$3.57K	Hold	48	–	–	﹤0.01%	131
2025 Q4	$3.43K	Hold	48	–	–	﹤0.01%	132
2025 Q3	$3.26K	Hold	48	–	–	﹤0.01%	121
2025 Q2	$3.05K	Hold	48	–	–	﹤0.01%	150
2025 Q1	$2.83K	Hold	48	–	–	﹤0.01%	149
2024 Q4	$2.52K	Hold	48	–	–	﹤0.01%	161
2024 Q3	$2.76K	Hold	48	–	–	﹤0.01%	162
2024 Q2	$2.7K	Hold	48	–	–	﹤0.01%	138
2024 Q1	$2.5K	Hold	48	–	–	﹤0.01%	134
2023 Q4	$2.42K	Hold	48	–	–	﹤0.01%	144
2023 Q3	$2.35K	Hold	48	–	–	﹤0.01%	160
2023 Q2	$2.35K	Hold	48	–	–	﹤0.01%	168
2023 Q1	$2.33K	Hold	48	–	–	﹤0.01%	166
2022 Q4	$2K	Hold	48	–	–	﹤0.01%	173
2022 Q3	$2K	Hold	48	–	–	﹤0.01%	189
2022 Q2	$2K	Hold	48	–	–	﹤0.01%	192
2022 Q1	$2K	Buy	+48	New	+$2.44K	﹤0.01%	199

Other funds holding EFV

Auto-Owners Insurance Lansing, Michigan $3.2B AUM 21.13% 1-Year Est. Return

Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return

Hamilton Capital Columbus, Ohio $1.78B AUM 13.07% 1-Year Est. Return

OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return

Sagespring Wealth Partners Franklin, Tennessee $6.71B AUM 16.81% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.08B AUM 12.02% 1-Year Est. Return

Financial Synergies Wealth Advisors Houston, Texas $1.22B AUM 22.8% 1-Year Est. Return

JB Capital Wethersfield, Connecticut $2.93B AUM 20.02% 1-Year Est. Return

Waller Financial Planning Group Columbus, Ohio $493M AUM 11.61% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Hoese & Co's EFV Position: Q3 2026 in Review

Hoese & Co held its iShares MSCI EAFE Value ETF (EFV) position steady in Q3 2026 at 48 shares worth $3.8K. The position accounts for ﹤0.01% of the portfolio, ranked #166.

Hoese & Co first reported a position in EFV in Q1 2022 and has held it in 19 quarters since. 410 funds tracked by Wall St. Rank hold EFV as of Q3 2026.

Hoese & Co held 48 shares of iShares MSCI EAFE Value ETF worth $3.8K as of Q3 2026.
Hoese & Co left its iShares MSCI EAFE Value ETF share count unchanged in Q3 2026.
iShares MSCI EAFE Value ETF made up ﹤0.01% of Hoese & Co's portfolio in Q3 2026, its #166 holding.
Hoese & Co first reported a position in iShares MSCI EAFE Value ETF in Q1 2022 and has held it in 19 quarters since.
410 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q3 2026.

Based on Hoese & Co's 13F filing for Q3 2026, filed 21 Oct 2026.