LongView Wealth Management
EFV icon

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

LongView 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 		$314K Sell
7,942
-836
-10% -$33.7K 0.08% 176
2026
Q2 		$336K Sell
8,778
-8,634
-50% -$334K 0.09% 161
2026
Q1 		$683K Buy
17,412
+1,428
+9% +$53.7K 0.17% 118
2025
Q4 		$583K Buy
15,984
+8,004
+100% +$278K 0.14% 136
2025
Q3 		$271K Sell
7,980
-702
-8% -$23.1K 0.07% 193
2025
Q2 		$276K Buy
+8,682
New +$266K 0.08% 178

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

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

LongView Wealth Management reduced its iShares MSCI EAFE Value ETF (EFV) stake by 9.5% in Q3 2026, selling an estimated $33.7K and leaving 7,942 shares worth $314K. The position accounts for 0.08% of the portfolio, ranked #176.

LongView Wealth Management first reported a position in EFV in Q2 2025 and has held it in 6 quarters since. The position peaked at $683K in Q1 2026. 704 funds tracked by Wall St. Rank hold EFV as of Q3 2026.

  • LongView Wealth Management held 7,942 shares of iShares MSCI EAFE Value ETF worth $314K as of Q3 2026.
  • LongView Wealth Management sold 836 iShares MSCI EAFE Value ETF shares in Q3 2026, an estimated $33.7K.
  • iShares MSCI EAFE Value ETF made up 0.08% of LongView Wealth Management's portfolio in Q3 2026, its #176 holding.
  • LongView Wealth Management first reported a position in iShares MSCI EAFE Value ETF in Q2 2025 and has held it in 6 quarters since.
  • LongView Wealth Management's iShares MSCI EAFE Value ETF position peaked at $683K in Q1 2026.
  • 704 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q3 2026.

Based on LongView Wealth Management's 13F filing for Q3 2026, filed 19 Oct 2026.