Hoxton Planning & Management
EFV icon

Hoxton Planning & Management’s iShares MSCI EAFE Value ETF EFV Stock Holding History

Hoxton Planning & 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 		$2.01M Buy
50,754
+3,608
+8% +$145K 0.51% 40
2026
Q2 		$1.8M Sell
47,146
-61,680
-57% -$2.39M 0.47% 42
2026
Q1 		$4.05M Buy
108,826
+3,814
+4% +$143K 1.21% 23
2025
Q4 		$3.75M Sell
105,012
-19,730
-16% -$686K 1.12% 22
2025
Q3 		$4.23M Sell
124,742
-17,776
-12% -$585K 1.36% 19
2025
Q2 		$4.52M Buy
142,518
+43,992
+45% +$1.35M 1.56% 17
2025
Q1 		$2.9M Sell
98,526
-16,064
-14% -$454K 1.11% 19
2024
Q4 		$3.01M Sell
114,590
-11,264
-9% -$308K 1.15% 16
2024
Q3 		$3.62M Buy
125,854
+79,678
+173% +$2.2M 1.4% 14
2024
Q2 		$1.22M Sell
46,176
-28,028
-38% -$762K 0.57% 33
2024
Q1 		$2.02M Sell
74,204
-41,126
-36% -$1.07M 0.97% 21
2023
Q4 		$3M Sell
115,330
-6,216
-5% -$154K 1.59% 12
2023
Q3 		$2.97M Buy
121,546
+27,062
+29% +$670K 1.93% 10
2023
Q2 		$2.31M Sell
94,484
-22,660
-19% -$558K 1.43% 16
2023
Q1 		$2.84M Sell
117,144
-80,950
-41% -$1.96M 1.56% 14
2022
Q4 		$4.54M Buy
+198,094
New +$4.3M 2.41% 6

Other funds holding EFV

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
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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Signature Estate & Investment Advisors
Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return
Hamilton Capital
Hamilton Capital Columbus, Ohio $1.78B AUM 13.06% 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

Hoxton Planning & Management's EFV Position: Q3 2026 in Review

Hoxton Planning & Management increased its iShares MSCI EAFE Value ETF (EFV) stake by 7.7% in Q3 2026, buying an estimated $145K and bringing the position to 50,754 shares worth $2.01M. The position accounts for 0.51% of the portfolio, ranked #40.

Hoxton Planning & Management first reported a position in EFV in Q4 2022 and has held it in 16 quarters since. The position peaked at $4.54M in Q4 2022. 788 funds tracked by Wall St. Rank hold EFV as of Q3 2026.

  • Hoxton Planning & Management held 50,754 shares of iShares MSCI EAFE Value ETF worth $2.01M as of Q3 2026.
  • Hoxton Planning & Management bought 3,608 iShares MSCI EAFE Value ETF shares in Q3 2026, an estimated $145K.
  • iShares MSCI EAFE Value ETF made up 0.51% of Hoxton Planning & Management's portfolio in Q3 2026, its #40 holding.
  • Hoxton Planning & Management first reported a position in iShares MSCI EAFE Value ETF in Q4 2022 and has held it in 16 quarters since.
  • Hoxton Planning & Management's iShares MSCI EAFE Value ETF position peaked at $4.54M in Q4 2022.
  • 788 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q3 2026.

Based on Hoxton Planning & Management's 13F filing for Q3 2026, filed 15 Oct 2026.