MHR
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Matthew Hamilton Rosenberg’s iShares MSCI EAFE Value ETF EFV Stock Holding History

Matthew Hamilton Rosenberg’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 		$201K Sell
2,535
-50
-2% -$4.03K 0.04% 227
2026
Q2 		$198K Hold
2,585
– – 0.04% 229
2026
Q1 		$192K Buy
2,585
+9
+0.3% +$676 0.04% 220
2025
Q4 		$184K Hold
2,576
– – 0.04% 221
2025
Q3 		$175K Sell
2,576
-64
-2% -$4.22K 0.04% 230
2025
Q2 		$168K Sell
2,640
-239
-8% -$14.6K 0.04% 232
2025
Q1 		$170K Sell
2,879
-74
-3% -$4.19K 0.04% 209
2024
Q4 		$155K Buy
2,953
+79
+3% +$4.33K 0.04% 226
2024
Q3 		$165K Sell
2,874
-299
-9% -$16.5K 0.04% 218
2024
Q2 		$169K Sell
3,173
-767
-19% -$41.7K 0.05% 200
2024
Q1 		$213K Sell
3,940
-787
-17% -$41.1K 0.06% 176
2023
Q4 		$246K Sell
4,727
-776
-14% -$38.4K 0.08% 144
2023
Q3 		$269K Sell
5,503
-2,575
-32% -$128K 0.09% 119
2023
Q2 		$395K Sell
8,078
-12,942
-62% -$637K 0.13% 83
2023
Q1 		$1.02M Sell
21,020
-104
-0.5% -$5.03K 0.33% 42
2022
Q4 		$969K Sell
21,124
-815
-4% -$35.4K 0.33% 44
2022
Q3 		$845K Buy
21,939
+1,451
+7% +$61.9K 0.33% 44
2022
Q2 		$892K Sell
20,488
-4,403
-18% -$210K 0.34% 43
2022
Q1 		$1.25M Sell
24,891
-2,602
-9% -$132K 0.44% 36
2021
Q4 		$1.39M Sell
27,493
-21,483
-44% -$1.1M 0.49% 35
2021
Q3 		$2.49M Buy
48,976
+47,358
+2,927% +$2.45M 0.98% 20
2021
Q2 		$84K Buy
1,618
+95
+6% +$5.02K 0.04% 290
2021
Q1 		$78K Sell
1,523
-95
-6% -$4.72K 0.04% 287
2020
Q4 		$76K Sell
1,618
-70
-4% -$3.09K 0.05% 268
2020
Q3 		$68K Hold
1,688
– – 0.05% 259
2020
Q2 		$67K Sell
1,688
-1,194
-41% -$45.5K 0.05% 259
2020
Q1 		$103K Buy
+2,882
New +$128K 0.1% 115

Other funds holding EFV

HC
Hamilton Capital Columbus, Ohio $1.78B AUM 13.07% 1-Year Est. Return
WFPG
Waller Financial Planning Group Columbus, Ohio $493M AUM 11.61% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
ICMP
Integrated Capital Management (Pennsylvania) Jessup, Pennsylvania $139M AUM 11.73% 1-Year Est. Return
RFA
RTD Financial Advisors Philadelphia, Pennsylvania $914M AUM 11.18% 1-Year Est. Return
CPBTD
Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
MBT
Montecito Bank & Trust Santa Barbara, California $660M AUM 18.73% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return

Matthew Hamilton Rosenberg's EFV Position: Q3 2026 in Review

Matthew Hamilton Rosenberg reduced its iShares MSCI EAFE Value ETF (EFV) stake by 1.9% in Q3 2026, selling an estimated $4.03K and leaving 2,535 shares worth $201K. The position accounts for 0.04% of the portfolio, ranked #227.

Matthew Hamilton Rosenberg first reported a position in EFV in Q1 2020 and has held it in 27 quarters since. The position peaked at $2.49M in Q3 2021. 66 funds tracked by Wall St. Rank hold EFV as of Q3 2026.

  • Matthew Hamilton Rosenberg held 2,535 shares of iShares MSCI EAFE Value ETF worth $201K as of Q3 2026.
  • Matthew Hamilton Rosenberg sold 50 iShares MSCI EAFE Value ETF shares in Q3 2026, an estimated $4.03K.
  • iShares MSCI EAFE Value ETF made up 0.04% of Matthew Hamilton Rosenberg's portfolio in Q3 2026, its #227 holding.
  • Matthew Hamilton Rosenberg first reported a position in iShares MSCI EAFE Value ETF in Q1 2020 and has held it in 27 quarters since.
  • Matthew Hamilton Rosenberg's iShares MSCI EAFE Value ETF position peaked at $2.49M in Q3 2021.
  • 66 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q3 2026.

Based on Matthew Hamilton Rosenberg's 13F filing for Q3 2026, filed 5 Oct 2026.