McMill Wealth Management
EFV icon

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

McMill 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 		$1.54M Hold
38,946
– – 0.35% 32
2026
Q2 		$1.49M Hold
38,946
– – 0.36% 30
2026
Q1 		$1.45M Sell
38,946
-574
-1% -$21.6K 0.38% 30
2025
Q4 		$1.41M Buy
39,520
+328
+0.8% +$11.4K 0.4% 29
2025
Q3 		$1.33M Hold
39,192
– – 0.38% 29
2025
Q2 		$1.24M Sell
39,192
-828
-2% -$25.3K 0.41% 29
2025
Q1 		$1.18M Buy
40,020
+14,666
+58% +$415K 0.43% 28
2024
Q4 		$665K Buy
+25,354
New +$694K 0.27% 34

Other funds holding EFV

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
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
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Dynasty Wealth Management
Dynasty Wealth Management St. Petersburg, Florida $13B AUM 12.52% 1-Year Est. Return
Park Avenue Securities
Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 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

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

McMill Wealth Management held its iShares MSCI EAFE Value ETF (EFV) position steady in Q3 2026 at 38,946 shares worth $1.54M. The position accounts for 0.35% of the portfolio, ranked #32.

McMill Wealth Management first reported a position in EFV in Q4 2024 and has held it in 8 quarters since. 1,041 funds tracked by Wall St. Rank hold EFV as of Q3 2026.

  • McMill Wealth Management held 38,946 shares of iShares MSCI EAFE Value ETF worth $1.54M as of Q3 2026.
  • McMill Wealth Management left its iShares MSCI EAFE Value ETF share count unchanged in Q3 2026.
  • iShares MSCI EAFE Value ETF made up 0.35% of McMill Wealth Management's portfolio in Q3 2026, its #32 holding.
  • McMill Wealth Management first reported a position in iShares MSCI EAFE Value ETF in Q4 2024 and has held it in 8 quarters since.
  • 1,041 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q3 2026.

Based on McMill Wealth Management's 13F filing for Q3 2026, filed 5 Nov 2026.