JB Capital
EFV icon

JB Capital’s iShares MSCI EAFE Value ETF EFV Stock Holding History

JB Capital’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 		$52.6M Sell
665,024
-26,164
-4% -$2.11M 1.8% 12
2026
Q2 		$52.9M Sell
691,188
-918,578
-57% -$71.1M 1.83% 13
2026
Q1 		$120M Sell
1,609,766
-53,405
-3% -$4.01M 4.83% 6
2025
Q4 		$119M Sell
1,663,171
-139,456
-8% -$9.7M 4.85% 7
2025
Q3 		$122M Sell
1,802,627
-411,122
-19% -$27.1M 5.27% 6
2025
Q2 		$141M Buy
2,213,749
+884,910
+67% +$54.1M 6.81% 3
2025
Q1 		$78.3M Sell
1,328,839
-433,979
-25% -$24.6M 4.32% 7
2024
Q4 		$92.5M Buy
1,762,818
+192,859
+12% +$10.6M 5.18% 6
2024
Q3 		$90.3M Buy
1,569,959
+977,859
+165% +$54M 5.19% 6
2024
Q2 		$31.4M Sell
592,100
-349,300
-37% -$19M 1.97% 12
2024
Q1 		$51.2M Sell
941,400
-435,685
-32% -$22.7M 3.41% 7
2023
Q4 		$71.7M Sell
1,377,085
-153,404
-10% -$7.59M 5.3% 4
2023
Q3 		$74.9M Buy
1,530,489
+529,504
+53% +$26.2M 6.32% 3
2023
Q2 		$49M Buy
1,000,985
+60,009
+6% +$2.95M 4.13% 5
2023
Q1 		$45.7M Sell
940,976
-371,954
-28% -$18M 4.17% 5
2022
Q4 		$60.2M Buy
1,312,930
+283,776
+28% +$12.3M 5.9% 4
2022
Q3 		$39.7M Sell
1,029,154
-206,470
-17% -$8.8M 4.35% 5
2022
Q2 		$53.6M Buy
1,235,624
+142,837
+13% +$6.8M 5.75% 4
2022
Q1 		$54.9M Sell
1,092,787
-77,858
-7% -$3.96M 5.35% 4
2021
Q4 		$59M Buy
1,170,645
+146,829
+14% +$7.5M 5.77% 4
2021
Q3 		$52.1M Buy
+1,023,816
New +$53M 6.74% 3

Other funds holding EFV

Auto-Owners Insurance
Auto-Owners Insurance Lansing, Michigan $3.2B AUM 21.13% 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 13.07% 1-Year Est. Return
Aspiriant LLC
Aspiriant LLC Los Angeles, California $4.08B AUM 12.02% 1-Year Est. Return
Financial Synergies Wealth Advisors
Financial Synergies Wealth Advisors Houston, Texas $1.22B AUM 22.8% 1-Year Est. Return
WFPG
Waller Financial Planning Group Columbus, Ohio $493M AUM 11.61% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Affinity Capital Advisors
Affinity Capital Advisors Berkeley, California $856M AUM 17.43% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

JB Capital's EFV Position: Q3 2026 in Review

JB Capital reduced its iShares MSCI EAFE Value ETF (EFV) stake by 3.8% in Q3 2026, selling an estimated $2.11M and leaving 665,024 shares worth $52.6M. The position accounts for 1.8% of the portfolio, ranked #12.

JB Capital first reported a position in EFV in Q3 2021 and has held it in 21 quarters since. The position peaked at $141M in Q2 2025. 311 funds tracked by Wall St. Rank hold EFV as of Q3 2026.

  • JB Capital held 665,024 shares of iShares MSCI EAFE Value ETF worth $52.6M as of Q3 2026.
  • JB Capital sold 26,164 iShares MSCI EAFE Value ETF shares in Q3 2026, an estimated $2.11M.
  • iShares MSCI EAFE Value ETF made up 1.8% of JB Capital's portfolio in Q3 2026, its #12 holding.
  • JB Capital first reported a position in iShares MSCI EAFE Value ETF in Q3 2021 and has held it in 21 quarters since.
  • JB Capital's iShares MSCI EAFE Value ETF position peaked at $141M in Q2 2025.
  • 311 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q3 2026.

Based on JB Capital's 13F filing for Q3 2026, filed 19 Oct 2026.