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Intelligence Driven Advisers’s iShares MSCI EAFE Value ETF EFV Stock Holding History

Intelligence Driven Advisers’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 		$428K Hold
5,414
– – 0.07% 81
2026
Q2 		$414K Hold
5,414
– – 0.07% 89
2026
Q1 		$403K Hold
5,414
– – 0.07% 73
2025
Q4 		$387K Hold
5,414
– – 0.06% 84
2025
Q3 		$367K Hold
5,414
– – 0.05% 83
2025
Q2 		$344K Hold
5,414
– – 0.05% 79
2025
Q1 		$319K Hold
5,414
– – 0.06% 71
2024
Q4 		$284K Hold
5,414
– – 0.05% 77
2024
Q3 		$311K Hold
5,414
– – 0.04% 82
2024
Q2 		$287K Hold
5,414
– – 0.04% 85
2024
Q1 		$295K Sell
5,414
-195
-3% -$10.2K 0.04% 77
2023
Q4 		$289K Sell
5,609
-1,375
-20% -$68K 0.05% 68
2023
Q3 		$330K Buy
6,984
+119
+2% +$5.89K 0.06% 61
2023
Q2 		$328K Buy
6,865
+30
+0.4% +$1.48K 0.06% 66
2023
Q1 		$333K Sell
6,835
-4,940
-42% -$239K 0.06% 64
2022
Q4 		$559K Sell
11,775
-525,132
-98% -$22.8M 0.1% 52
2022
Q3 		$21.3M Buy
536,907
+22,061
+4% +$940K 4.28% 6
2022
Q2 		$21.7M Buy
514,846
+31,287
+6% +$1.49M 4.24% 4
2022
Q1 		$24.1M Buy
483,559
+11,114
+2% +$565K 4.39% 7
2021
Q4 		$24.2M Sell
472,445
-133,394
-22% -$6.81M 4.45% 9
2021
Q3 		$31M Buy
605,839
+139,279
+30% +$7.22M 6.95% 3
2021
Q2 		$24.1M Buy
+466,560
New +$24.7M 4.69% 9

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

Intelligence Driven Advisers's EFV Position: Q3 2026 in Review

Intelligence Driven Advisers held its iShares MSCI EAFE Value ETF (EFV) position steady in Q3 2026 at 5,414 shares worth $428K. The position accounts for 0.07% of the portfolio, ranked #81.

Intelligence Driven Advisers first reported a position in EFV in Q2 2021 and has held it in 22 quarters since. The position peaked at $31M in Q3 2021. 70 funds tracked by Wall St. Rank hold EFV as of Q3 2026.

  • Intelligence Driven Advisers held 5,414 shares of iShares MSCI EAFE Value ETF worth $428K as of Q3 2026.
  • Intelligence Driven Advisers left its iShares MSCI EAFE Value ETF share count unchanged in Q3 2026.
  • iShares MSCI EAFE Value ETF made up 0.07% of Intelligence Driven Advisers's portfolio in Q3 2026, its #81 holding.
  • Intelligence Driven Advisers first reported a position in iShares MSCI EAFE Value ETF in Q2 2021 and has held it in 22 quarters since.
  • Intelligence Driven Advisers's iShares MSCI EAFE Value ETF position peaked at $31M in Q3 2021.
  • 70 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q3 2026.

Based on Intelligence Driven Advisers's 13F filing for Q3 2026, filed 9 Oct 2026.