Murphy & Mullick Capital Management’s iShares MSCI EAFE Value ETF EFV Stock Holding History

Murphy & Mullick Capital 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	$15K	Hold	380	–	–	0.01%	459
2026 Q2	$14.5K	Hold	380	–	–	0.01%	452
2026 Q1	$14.1K	Hold	380	–	–	0.01%	435
2025 Q4	$13.6K	Hold	380	–	–	0.01%	449
2025 Q3	$12.9K	Hold	380	–	–	0.01%	438
2025 Q2	$12K	Sell	380 -980	-72%	-$30K	0.01%	436
2025 Q1	$40.1K	Buy	1,360 +980	+258%	+$27.7K	0.04%	287
2024 Q4	$10K	Buy	+380	New	+$10.4K	0.01%	442

Other funds holding EFV

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Dynasty Wealth Management St. Petersburg, Florida $13B AUM 12.52% 1-Year Est. Return

Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Auto-Owners Insurance Lansing, Michigan $3.2B AUM 21.13% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return

Murphy & Mullick Capital Management's EFV Position: Q3 2026 in Review

Murphy & Mullick Capital Management held its iShares MSCI EAFE Value ETF (EFV) position steady in Q3 2026 at 380 shares worth $15K. The position accounts for 0.01% of the portfolio, ranked #459.

Murphy & Mullick Capital Management first reported a position in EFV in Q4 2024 and has held it in 8 quarters since. The position peaked at $40.1K in Q1 2025. 1,027 funds tracked by Wall St. Rank hold EFV as of Q3 2026.

Murphy & Mullick Capital Management held 380 shares of iShares MSCI EAFE Value ETF worth $15K as of Q3 2026.
Murphy & Mullick Capital Management left its iShares MSCI EAFE Value ETF share count unchanged in Q3 2026.
iShares MSCI EAFE Value ETF made up 0.01% of Murphy & Mullick Capital Management's portfolio in Q3 2026, its #459 holding.
Murphy & Mullick Capital Management first reported a position in iShares MSCI EAFE Value ETF in Q4 2024 and has held it in 8 quarters since.
Murphy & Mullick Capital Management's iShares MSCI EAFE Value ETF position peaked at $40.1K in Q1 2025.
1,027 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q3 2026.

Based on Murphy & Mullick Capital Management's 13F filing for Q3 2026, filed 2 Nov 2026.