Larson Financial Group’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
Q3 | $4.95M | Sell |
125,198
-58,014
| -32% | -$2.34M | 0.12% | 137 |
|
|
2026
Q2 | $7.01M | Sell |
183,212
-268,350
| -59% | -$10.4M | 0.18% | 97 |
|
|
2026
Q1 | $16.8M | Sell |
451,562
-124,534
| -22% | -$4.68M | 0.54% | 37 |
|
|
2025
Q4 | $20.6M | Sell |
576,096
-76,974
| -12% | -$2.67M | 0.68% | 28 |
|
|
2025
Q3 | $22.1M | Sell |
653,070
-206,950
| -24% | -$6.82M | 0.77% | 23 |
|
|
2025
Q2 | $27.3M | Sell |
860,020
-664,686
| -44% | -$20.3M | 1.09% | 12 |
|
|
2025
Q1 | $44.9M | Sell |
1,524,706
-19,148
| -1% | -$542K | 2.13% | 6 |
|
|
2024
Q4 | $40.5M | Buy |
1,543,854
+168,158
| +12% | +$4.61M | 2.09% | 6 |
|
|
2024
Q3 | $39.6M | Buy |
1,375,696
+73,840
| +6% | +$2.04M | 2.24% | 5 |
|
|
2024
Q2 | $34.5M | Buy |
1,301,856
+1,150,456
| +760% | +$31.3M | 2.35% | 4 |
|
|
2024
Q1 | $4.12M | Buy |
151,400
+54,132
| +56% | +$1.41M | 0.32% | 60 |
|
|
2023
Q4 | $2.53M | Buy |
97,268
+22,292
| +30% | +$552K | 0.22% | 82 |
|
|
2023
Q3 | $1.83M | Sell |
74,976
-1,062
| -1% | -$26.3K | 0.18% | 107 |
|
|
2023
Q2 | $1.86M | Sell |
76,038
-400
| -0.5% | -$9.8K | 0.19% | 100 |
|
|
2023
Q1 | $1.85M | Sell |
76,438
-3,764
| -5% | -$91.1K | 0.2% | 97 |
|
|
2022
Q4 | $1.84M | Sell |
80,202
-9,558
| -11% | -$207K | 0.22% | 92 |
|
|
2022
Q3 | $1.73M | Sell |
89,760
-2,534
| -3% | -$54K | 0.25% | 69 |
|
|
2022
Q2 | $2M | Sell |
92,294
-490
| -0.5% | -$11.7K | 0.35% | 44 |
|
|
2022
Q1 | $2.33M | Sell |
92,784
-4,822
| -5% | -$123K | 0.37% | 45 |
|
|
2021
Q4 | $2.46M | Sell |
97,606
-1,992
| -2% | -$50.9K | 0.39% | 44 |
|
|
2021
Q3 | $2.53M | Sell |
99,598
-4,266
| -4% | -$111K | 0.5% | 35 |
|
|
2021
Q2 | $2.69M | Sell |
103,864
-8,060
| -7% | -$213K | 0.62% | 31 |
|
|
2021
Q1 | $2.85M | Sell |
111,924
-16,792
| -13% | -$418K | 0.84% | 26 |
|
|
2020
Q4 | $3.04M | Sell |
128,716
-28,048
| -18% | -$618K | 1.03% | 24 |
|
|
2020
Q3 | $3.16M | Sell |
156,764
-133,114
| -46% | -$2.75M | 1.3% | 22 |
|
|
2020
Q2 | $5.79M | Sell |
289,878
-73,084
| -20% | -$1.39M | 2.75% | 12 |
|
|
2020
Q1 | $6.48M | Sell |
362,962
-3,596
| -1% | -$80K | 4.05% | 6 |
|
|
2019
Q4 | $9.15M | Buy |
366,558
+15,946
| +5% | +$391K | 5.27% | 4 |
|
|
2019
Q3 | $8.3M | Sell |
350,612
-16,940
| -5% | -$395K | 5.43% | 4 |
|
|
2019
Q2 | $8.83M | Buy |
367,552
+3,686
| +1% | +$90K | 6.56% | 3 |
|
|
2019
Q1 | $8.89M | Buy |
363,866
+11,362
| +3% | +$273K | 7.05% | 3 |
|
|
2018
Q4 | $7.97M | Buy |
352,504
+119,442
| +51% | +$2.88M | 7.37% | 3 |
|
|
2018
Q3 | $6.05M | Sell |
233,062
-17,288
| -7% | -$445K | 6.92% | 2 |
|
|
2018
Q2 | $6.43M | Sell |
250,350
-22,070
| -8% | -$603K | 7.4% | 2 |
|
|
2018
Q1 | $7.43M | Sell |
272,420
-129,562
| -32% | -$3.64M | 8.72% | 2 |
|
|
2017
Q4 | $11.1M | Buy |
+401,982
| New | +$11M | 9.31% | 2 |
|
Other funds holding EFV
Larson Financial Group's EFV Position: Q3 2026 in Review
Larson Financial Group reduced its iShares MSCI EAFE Value ETF (EFV) stake by 32% in Q3 2026, selling an estimated $2.34M and leaving 125,198 shares worth $4.95M. The position accounts for 0.12% of the portfolio, ranked #137.
Larson Financial Group first reported a position in EFV in Q4 2017 and has held it in 36 quarters since. The position peaked at $44.9M in Q1 2025. 788 funds tracked by Wall St. Rank hold EFV as of Q3 2026.
- Larson Financial Group held 125,198 shares of iShares MSCI EAFE Value ETF worth $4.95M as of Q3 2026.
- Larson Financial Group sold 58,014 iShares MSCI EAFE Value ETF shares in Q3 2026, an estimated $2.34M.
- iShares MSCI EAFE Value ETF made up 0.12% of Larson Financial Group's portfolio in Q3 2026, its #137 holding.
- Larson Financial Group first reported a position in iShares MSCI EAFE Value ETF in Q4 2017 and has held it in 36 quarters since.
- Larson Financial Group's iShares MSCI EAFE Value ETF position peaked at $44.9M in Q1 2025.
- 788 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q3 2026.
Based on Larson Financial Group's 13F filing for Q3 2026, filed 5 Nov 2026.