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 Q2	$1.8M	Sell	23,573 -30,840	-57%	-$2.39M	0.47%	42
2026 Q1	$4.05M	Buy	54,413 +1,907	+4%	+$143K	1.21%	23
2025 Q4	$3.75M	Sell	52,506 -9,865	-16%	-$686K	1.12%	22
2025 Q3	$4.23M	Sell	62,371 -8,888	-12%	-$585K	1.36%	19
2025 Q2	$4.52M	Buy	71,259 +21,996	+45%	+$1.35M	1.56%	17
2025 Q1	$2.9M	Sell	49,263 -8,032	-14%	-$454K	1.11%	19
2024 Q4	$3.01M	Sell	57,295 -5,632	-9%	-$308K	1.15%	16
2024 Q3	$3.62M	Buy	62,927 +39,839	+173%	+$2.2M	1.4%	14
2024 Q2	$1.22M	Sell	23,088 -14,014	-38%	-$762K	0.57%	33
2024 Q1	$2.02M	Sell	37,102 -20,563	-36%	-$1.07M	0.97%	21
2023 Q4	$3M	Sell	57,665 -3,108	-5%	-$154K	1.59%	12
2023 Q3	$2.97M	Buy	60,773 +13,531	+29%	+$670K	1.93%	10
2023 Q2	$2.31M	Sell	47,242 -11,330	-19%	-$558K	1.43%	16
2023 Q1	$2.84M	Sell	58,572 -40,475	-41%	-$1.96M	1.56%	14
2022 Q4	$4.54M	Buy	+99,047	New	+$4.3M	2.41%	6

Other funds holding EFV

AOI

Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

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

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

FSWA

Financial Synergies Wealth Advisors Houston, Texas $1.18B AUM 31.41% 1-Year Est. Return

BAM

Brave Asset Management Summit, New Jersey $467M AUM 33.05% 1-Year Est. Return

CSP

Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return

Hoxton Planning & Management's EFV Position: Q2 2026 in Review

Hoxton Planning & Management reduced its iShares MSCI EAFE Value ETF (EFV) stake by 57% in Q2 2026, selling an estimated $2.39M and leaving 23,573 shares worth $1.8M. The position accounts for 0.47% of the portfolio, ranked #42.

Hoxton Planning & Management first reported a position in EFV in Q4 2022 and has held it in 15 quarters since. The position peaked at $4.54M in Q4 2022. 275 funds tracked by Wall St. Rank hold EFV as of Q2 2026.

Hoxton Planning & Management held 23,573 shares of iShares MSCI EAFE Value ETF worth $1.8M as of Q2 2026.
Hoxton Planning & Management sold 30,840 iShares MSCI EAFE Value ETF shares in Q2 2026, an estimated $2.39M.
iShares MSCI EAFE Value ETF made up 0.47% of Hoxton Planning & Management's portfolio in Q2 2026, its #42 holding.
Hoxton Planning & Management first reported a position in iShares MSCI EAFE Value ETF in Q4 2022 and has held it in 15 quarters since.
Hoxton Planning & Management's iShares MSCI EAFE Value ETF position peaked at $4.54M in Q4 2022.
275 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q2 2026.

Based on Hoxton Planning & Management's 13F filing for Q2 2026, filed 16 Jul 2026.