IWS
EFV icon

Insight Wealth Strategies’s iShares MSCI EAFE Value ETF EFV Stock Holding History

Insight Wealth Strategies’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 		– Sell
-6,336
Closed -$484K – 196
2026
Q2 		$484K Buy
6,336
+1,789
+39% +$139K 0.05% 129
2026
Q1 		$338K Buy
+4,547
New +$342K 0.04% 144
2021
Q4 		– Sell
-49,815
Closed -$2.53M – 160
2021
Q3 		$2.53M Buy
49,815
+10,526
+27% +$545K 0.36% 36
2021
Q2 		$2.03M Sell
39,289
-1,699
-4% -$89.9K 0.29% 45
2021
Q1 		$2.09M Buy
+40,988
New +$2.04M 0.28% 49

Other funds holding EFV

HC
Hamilton Capital Columbus, Ohio $1.78B AUM 13.07% 1-Year Est. Return
WFPG
Waller Financial Planning Group Columbus, Ohio $493M AUM 11.61% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
ICMP
Integrated Capital Management (Pennsylvania) Jessup, Pennsylvania $139M AUM 11.73% 1-Year Est. Return
RFA
RTD Financial Advisors Philadelphia, Pennsylvania $914M AUM 11.18% 1-Year Est. Return
CPBTD
Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
MBT
Montecito Bank & Trust Santa Barbara, California $660M AUM 18.73% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return

Insight Wealth Strategies's EFV Position: Q3 2026 in Review

Insight Wealth Strategies sold out of iShares MSCI EAFE Value ETF (EFV) in Q3 2026, closing a stake of 6,336 shares — an estimated $484K sold.

Insight Wealth Strategies first reported a position in EFV in Q1 2021 and held it in 5 quarters. The position peaked at $2.53M in Q3 2021. 70 funds tracked by Wall St. Rank hold EFV as of Q3 2026.

  • Insight Wealth Strategies reported no remaining iShares MSCI EAFE Value ETF position as of Q3 2026 after selling out during the quarter.
  • Insight Wealth Strategies sold 6,336 iShares MSCI EAFE Value ETF shares in Q3 2026, an estimated $484K.
  • Insight Wealth Strategies first reported a position in iShares MSCI EAFE Value ETF in Q1 2021 and held it in 5 quarters.
  • Insight Wealth Strategies's iShares MSCI EAFE Value ETF position peaked at $2.53M in Q3 2021.
  • 70 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q3 2026.

Based on Insight Wealth Strategies's 13F filing for Q3 2026, filed 9 Oct 2026.