Key Capital Management
EFV icon

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

Key Capital 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 		$7.92M Buy
200,236
+27,810
+16% +$1.12M 2.9% 5
2026
Q2 		$6.6M Buy
172,426
+43,390
+34% +$1.68M 3.4% 5
2026
Q1 		$4.8M Buy
129,036
+57,722
+81% +$2.17M 3.17% 8
2025
Q4 		$2.55M Buy
+71,314
New +$2.48M 2.52% 8

Other funds holding EFV

Park Avenue Securities
Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return
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
OpenArc Corporate Advisory
OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return
Empirical Wealth Management
Empirical Wealth Management Seattle, Washington $7.38B AUM 22.9% 1-Year Est. Return
Sagespring Wealth Partners
Sagespring Wealth Partners Franklin, Tennessee $6.71B AUM 16.81% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Modera Wealth Management
Modera Wealth Management Westwood, New Jersey $9.5B AUM 16% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Key Capital Management's EFV Position: Q3 2026 in Review

Key Capital Management increased its iShares MSCI EAFE Value ETF (EFV) stake by 16% in Q3 2026, buying an estimated $1.12M and bringing the position to 200,236 shares worth $7.92M. The position accounts for 2.9% of the portfolio, ranked #5.

Key Capital Management first reported a position in EFV in Q4 2025 and has held it in 4 quarters since. 727 funds tracked by Wall St. Rank hold EFV as of Q3 2026.

  • Key Capital Management held 200,236 shares of iShares MSCI EAFE Value ETF worth $7.92M as of Q3 2026.
  • Key Capital Management bought 27,810 iShares MSCI EAFE Value ETF shares in Q3 2026, an estimated $1.12M.
  • iShares MSCI EAFE Value ETF made up 2.9% of Key Capital Management's portfolio in Q3 2026, its #5 holding.
  • Key Capital Management first reported a position in iShares MSCI EAFE Value ETF in Q4 2025 and has held it in 4 quarters since.
  • 727 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q3 2026.

Based on Key Capital Management's 13F filing for Q3 2026, filed 3 Nov 2026.