Lodestone Wealth Management
EFV icon

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

Lodestone 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 		$714K Buy
9,021
+39
+0.4% +$3.14K 0.24% 92
2026
Q2 		$688K Hold
8,982
– – 0.24% 92
2026
Q1 		$668K Hold
8,982
– – 0.26% 84
2025
Q4 		$641K Hold
8,982
– – 0.26% 86
2025
Q3 		$609K Sell
8,982
-86
-0.9% -$5.66K 0.27% 89
2025
Q2 		$576K Sell
9,068
-115
-1% -$7.04K 0.28% 88
2025
Q1 		$541K Buy
9,183
+19
+0.2% +$1.08K 0.29% 80
2024
Q4 		$481K Hold
9,164
– – 0.24% 95
2024
Q3 		$527K Sell
9,164
-957
-9% -$52.8K 0.26% 85
2024
Q2 		$537K Buy
10,121
+11
+0.1% +$598 0.28% 85
2024
Q1 		$550K Hold
10,110
– – 0.29% 81
2023
Q4 		$527K Sell
10,110
-937
-8% -$46.4K 0.3% 77
2023
Q3 		$541K Sell
11,047
-5,895
-35% -$292K 0.38% 65
2023
Q2 		$829K Sell
16,942
-14,583
-46% -$718K 0.57% 56
2023
Q1 		$1.53M Sell
31,525
-664
-2% -$32.1K 1.18% 34
2022
Q4 		$1.48M Buy
+32,189
New +$1.4M 1.19% 34

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
Modera Wealth Management
Modera Wealth Management Westwood, New Jersey $9.5B AUM 16% 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

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

Lodestone Wealth Management increased its iShares MSCI EAFE Value ETF (EFV) stake by 0.43% in Q3 2026, buying an estimated $3.14K and bringing the position to 9,021 shares worth $714K. The position accounts for 0.24% of the portfolio, ranked #92.

Lodestone Wealth Management first reported a position in EFV in Q4 2022 and has held it in 16 quarters since. The position peaked at $1.53M in Q1 2023. 544 funds tracked by Wall St. Rank hold EFV as of Q3 2026.

  • Lodestone Wealth Management held 9,021 shares of iShares MSCI EAFE Value ETF worth $714K as of Q3 2026.
  • Lodestone Wealth Management bought 39 iShares MSCI EAFE Value ETF shares in Q3 2026, an estimated $3.14K.
  • iShares MSCI EAFE Value ETF made up 0.24% of Lodestone Wealth Management's portfolio in Q3 2026, its #92 holding.
  • Lodestone Wealth Management first reported a position in iShares MSCI EAFE Value ETF in Q4 2022 and has held it in 16 quarters since.
  • Lodestone Wealth Management's iShares MSCI EAFE Value ETF position peaked at $1.53M in Q1 2023.
  • 544 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q3 2026.

Based on Lodestone Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.