LVW Advisors
EFV icon

LVW Advisors’s iShares MSCI EAFE Value ETF EFV Stock Holding History

LVW Advisors’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 		$253K Sell
6,396
-1,700
-21% -$68.5K 0.02% 403
2026
Q2 		$310K Sell
8,096
-76
-0.9% -$2.94K 0.03% 343
2026
Q1 		$304K Hold
8,172
– – 0.03% 325
2025
Q4 		$292K Hold
8,172
– – 0.03% 280
2025
Q3 		$277K Sell
8,172
-36,014
-82% -$1.19M 0.03% 287
2025
Q2 		$1.4M Sell
44,186
-158
-0.4% -$4.83K 0.15% 84
2025
Q1 		$1.31M Sell
44,344
-8,404
-16% -$238K 0.16% 80
2024
Q4 		$1.38M Buy
52,748
+548
+1% +$15K 0.17% 86
2024
Q3 		$1.5M Sell
52,200
-7,328
-12% -$202K 0.19% 84
2024
Q2 		$1.58M Sell
59,528
-15,502
-21% -$421K 0.23% 69
2024
Q1 		$2.04M Buy
75,030
+12,232
+19% +$319K 0.35% 47
2023
Q4 		$1.64M Buy
62,798
+376
+0.6% +$9.3K 0.31% 56
2023
Q3 		$1.53M Sell
62,422
-186
-0.3% -$4.61K 0.32% 69
2023
Q2 		$1.53M Sell
62,608
-4,172
-6% -$103K 0.29% 73
2023
Q1 		$1.62M Buy
66,780
+7,586
+13% +$184K 0.32% 70
2022
Q4 		$1.36M Buy
+59,194
New +$1.28M 0.28% 77
2021
Q4 		– Sell
-21,136
Closed -$537K – 243
2021
Q3 		$537K Hold
21,136
– – 0.09% 151
2021
Q2 		$547K Hold
21,136
– – 0.1% 138
2021
Q1 		$539K Buy
+21,136
New +$526K 0.1% 141

Other funds holding EFV

US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 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 13.06% 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

LVW Advisors's EFV Position: Q3 2026 in Review

LVW Advisors reduced its iShares MSCI EAFE Value ETF (EFV) stake by 21% in Q3 2026, selling an estimated $68.5K and leaving 6,396 shares worth $253K. The position accounts for 0.02% of the portfolio, ranked #403.

LVW Advisors first reported a position in EFV in Q1 2021 and has held it in 19 quarters since. The position peaked at $2.04M in Q1 2024. 845 funds tracked by Wall St. Rank hold EFV as of Q3 2026.

  • LVW Advisors held 6,396 shares of iShares MSCI EAFE Value ETF worth $253K as of Q3 2026.
  • LVW Advisors sold 1,700 iShares MSCI EAFE Value ETF shares in Q3 2026, an estimated $68.5K.
  • iShares MSCI EAFE Value ETF made up 0.02% of LVW Advisors's portfolio in Q3 2026, its #403 holding.
  • LVW Advisors first reported a position in iShares MSCI EAFE Value ETF in Q1 2021 and has held it in 19 quarters since.
  • LVW Advisors's iShares MSCI EAFE Value ETF position peaked at $2.04M in Q1 2024.
  • 845 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q3 2026.

Based on LVW Advisors's 13F filing for Q3 2026, filed 19 Oct 2026.