JDH Wealth Management
EFV icon

JDH Wealth Management’s iShares MSCI EAFE Value ETF EFV Stock Holding History

JDH Wealth 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 		$1.46M Hold
36,848
– – 0.88% 23
2026
Q2 		$1.41M Sell
36,848
-434
-1% -$16.8K 0.86% 22
2026
Q1 		$1.39M Sell
37,282
-494
-1% -$18.6K 0.93% 22
2025
Q4 		$1.35M Sell
37,776
-844
-2% -$29.3K 0.92% 22
2025
Q3 		$1.31M Sell
38,620
-622
-2% -$20.5K 0.93% 22
2025
Q2 		$1.25M Sell
39,242
-76
-0.2% -$2.32K 0.95% 22
2025
Q1 		$1.16M Hold
39,318
– – 0.99% 20
2024
Q4 		$1.03M Buy
+39,318
New +$1.08M 0.9% 20

Other funds holding EFV

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
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
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 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

JDH Wealth Management's EFV Position: Q3 2026 in Review

JDH Wealth Management held its iShares MSCI EAFE Value ETF (EFV) position steady in Q3 2026 at 36,848 shares worth $1.46M. The position accounts for 0.88% of the portfolio, ranked #23.

JDH Wealth Management first reported a position in EFV in Q4 2024 and has held it in 8 quarters since. 903 funds tracked by Wall St. Rank hold EFV as of Q3 2026.

  • JDH Wealth Management held 36,848 shares of iShares MSCI EAFE Value ETF worth $1.46M as of Q3 2026.
  • JDH Wealth Management left its iShares MSCI EAFE Value ETF share count unchanged in Q3 2026.
  • iShares MSCI EAFE Value ETF made up 0.88% of JDH Wealth Management's portfolio in Q3 2026, its #23 holding.
  • JDH Wealth Management first reported a position in iShares MSCI EAFE Value ETF in Q4 2024 and has held it in 8 quarters since.
  • 903 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q3 2026.

Based on JDH Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.