Maia Wealth
EFV icon

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

Maia Wealth’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 		$7.24M Sell
182,922
-98,392
-35% -$3.96M 1% 22
2026
Q2 		$10.8M Sell
281,314
-36,056
-11% -$1.4M 1.59% 6
2026
Q1 		$11.8M Sell
317,370
-46,876
-13% -$1.76M 2% 3
2025
Q4 		$14.4M Sell
364,246
-60,942
-14% -$2.12M 2.45% 3
2025
Q3 		$14.9M Sell
425,188
-87,306
-17% -$2.88M 2.5% 2
2025
Q2 		$16.3M Buy
512,494
+102,162
+25% +$3.13M 3.1% 2
2025
Q1 		$11.7M Sell
410,332
-73,950
-15% -$2.09M 2.66% 4
2024
Q4 		$13.3M Buy
484,282
+41,428
+9% +$1.13M 2.86% 3
2024
Q3 		$12.3M Buy
442,854
+145,772
+49% +$4.03M 3.03% 2
2024
Q2 		$8.15M Buy
+297,082
New +$8.08M 2.45% 7
2023
Q4 		$10.4M Buy
+399,970
New +$9.9M 4.21% 3

Other funds holding EFV

US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 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
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

Maia Wealth's EFV Position: Q3 2026 in Review

Maia Wealth reduced its iShares MSCI EAFE Value ETF (EFV) stake by 35% in Q3 2026, selling an estimated $3.96M and leaving 182,922 shares worth $7.24M. The position accounts for 1% of the portfolio, ranked #22.

Maia Wealth first reported a position in EFV in Q4 2023 and has held it in 11 quarters since. The position peaked at $16.3M in Q2 2025. 754 funds tracked by Wall St. Rank hold EFV as of Q3 2026.

  • Maia Wealth held 182,922 shares of iShares MSCI EAFE Value ETF worth $7.24M as of Q3 2026.
  • Maia Wealth sold 98,392 iShares MSCI EAFE Value ETF shares in Q3 2026, an estimated $3.96M.
  • iShares MSCI EAFE Value ETF made up 1% of Maia Wealth's portfolio in Q3 2026, its #22 holding.
  • Maia Wealth first reported a position in iShares MSCI EAFE Value ETF in Q4 2023 and has held it in 11 quarters since.
  • Maia Wealth's iShares MSCI EAFE Value ETF position peaked at $16.3M in Q2 2025.
  • 754 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q3 2026.

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