Keating Financial Advisory Services’s iShares MSCI EAFE Value ETF EFV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$59.6K Buy
779
+111
+17% +$8.6K 0.01% 631
2026
Q1
$49.7K Buy
668
+44
+7% +$3.31K 0.01% 617
2025
Q4
$44.6K Buy
+624
New +$43.4K 0.01% 672

Other funds holding EFV

Keating Financial Advisory Services's EFV Position: Q2 2026 in Review

Keating Financial Advisory Services increased its iShares MSCI EAFE Value ETF (EFV) stake by 17% in Q2 2026, buying an estimated $8.6K and bringing the position to 779 shares worth $59.6K. The position accounts for 0.01% of the portfolio, ranked #631.

Keating Financial Advisory Services first reported a position in EFV in Q4 2025 and has held it in 3 quarters since. 1,245 funds tracked by Wall St. Rank hold EFV as of Q2 2026.

  • Keating Financial Advisory Services held 779 shares of iShares MSCI EAFE Value ETF worth $59.6K as of Q2 2026.
  • Keating Financial Advisory Services bought 111 iShares MSCI EAFE Value ETF shares in Q2 2026, an estimated $8.6K.
  • iShares MSCI EAFE Value ETF made up 0.01% of Keating Financial Advisory Services's portfolio in Q2 2026, its #631 holding.
  • Keating Financial Advisory Services first reported a position in iShares MSCI EAFE Value ETF in Q4 2025 and has held it in 3 quarters since.
  • 1,245 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q2 2026.

Based on Keating Financial Advisory Services's 13F filing for Q2 2026, filed 11 Aug 2026.