Net Worth Advisory Group’s iShares MSCI EAFE Value ETF EFV Stock Holding History

Net Worth Advisory Group’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	$1.2M	Buy	15,443 +1,355	+10%	+$109K	0.3%	64
2026 Q2	$1.08M	Sell	14,088 -48,813	-78%	-$3.78M	0.27%	75
2026 Q1	$4.68M	Sell	62,901 -319	-0.5%	-$24K	0.97%	17
2025 Q4	$4.51M	Buy	63,220 +51,237	+428%	+$3.56M	0.91%	19
2025 Q3	$813K	Sell	11,983 -49,711	-81%	-$3.27M	0.24%	86
2025 Q2	$3.92M	Buy	61,694 +48,893	+382%	+$2.99M	0.87%	20
2025 Q1	$754K	Sell	12,801 -233	-2%	-$13.2K	0.24%	91
2024 Q4	$684K	Sell	13,034 -173	-1%	-$9.47K	0.21%	106
2024 Q3	$760K	Buy	+13,207	New	+$729K	0.23%	96

Other funds holding EFV

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

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

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

Hamilton Capital Columbus, Ohio $1.78B AUM 13.07% 1-Year Est. Return

OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return

Empirical Wealth Management Seattle, Washington $7.38B AUM 22.9% 1-Year Est. Return

Sagespring Wealth Partners Franklin, Tennessee $6.71B AUM 16.81% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.08B AUM 12.02% 1-Year Est. Return

Financial Synergies Wealth Advisors Houston, Texas $1.22B AUM 22.8% 1-Year Est. Return

SoFi Wealth San Francisco, California $2.59B AUM 14.4% 1-Year Est. Return

Net Worth Advisory Group's EFV Position: Q3 2026 in Review

Net Worth Advisory Group increased its iShares MSCI EAFE Value ETF (EFV) stake by 9.6% in Q3 2026, buying an estimated $109K and bringing the position to 15,443 shares worth $1.2M. The position accounts for 0.3% of the portfolio, ranked #64.

Net Worth Advisory Group first reported a position in EFV in Q3 2024 and has held it in 9 quarters since. The position peaked at $4.68M in Q1 2026. 485 funds tracked by Wall St. Rank hold EFV as of Q3 2026.

Net Worth Advisory Group held 15,443 shares of iShares MSCI EAFE Value ETF worth $1.2M as of Q3 2026.
Net Worth Advisory Group bought 1,355 iShares MSCI EAFE Value ETF shares in Q3 2026, an estimated $109K.
iShares MSCI EAFE Value ETF made up 0.3% of Net Worth Advisory Group's portfolio in Q3 2026, its #64 holding.
Net Worth Advisory Group first reported a position in iShares MSCI EAFE Value ETF in Q3 2024 and has held it in 9 quarters since.
Net Worth Advisory Group's iShares MSCI EAFE Value ETF position peaked at $4.68M in Q1 2026.
485 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q3 2026.

Based on Net Worth Advisory Group's 13F filing for Q3 2026, filed 20 Oct 2026.