Novus Advisors’s iShares MSCI EAFE Value ETF EFV Stock Holding History

Novus Advisors’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	$242K	Sell	6,108 -5,738	-48%	-$231K	0.51%	46
2026 Q2	$453K	Sell	11,846 -2,866	-19%	-$111K	0.95%	32
2026 Q1	$547K	Buy	14,712 +816	+6%	+$30.7K	1.22%	27
2025 Q4	$496K	Buy	13,896 +288	+2%	+$10K	1.11%	26
2025 Q3	$462K	Buy	13,608 +658	+5%	+$21.7K	1.06%	27
2025 Q2	$411K	Sell	12,950 -1,018	-7%	-$31.1K	0.63%	45
2025 Q1	$412K	Buy	13,968 +30	+0.2%	+$849	0.42%	66
2024 Q4	$366K	Buy	+13,938	New	+$382K	0.36%	73

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

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

Hamilton Capital Columbus, Ohio $1.78B AUM 13.06% 1-Year Est. Return

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

Novus Advisors's EFV Position: Q3 2026 in Review

Novus Advisors reduced its iShares MSCI EAFE Value ETF (EFV) stake by 48% in Q3 2026, selling an estimated $231K and leaving 6,108 shares worth $242K. The position accounts for 0.51% of the portfolio, ranked #46.

Novus Advisors first reported a position in EFV in Q4 2024 and has held it in 8 quarters since. The position peaked at $547K in Q1 2026. 903 funds tracked by Wall St. Rank hold EFV as of Q3 2026.

Novus Advisors held 6,108 shares of iShares MSCI EAFE Value ETF worth $242K as of Q3 2026.
Novus Advisors sold 5,738 iShares MSCI EAFE Value ETF shares in Q3 2026, an estimated $231K.
iShares MSCI EAFE Value ETF made up 0.51% of Novus Advisors's portfolio in Q3 2026, its #46 holding.
Novus Advisors first reported a position in iShares MSCI EAFE Value ETF in Q4 2024 and has held it in 8 quarters since.
Novus Advisors's iShares MSCI EAFE Value ETF position peaked at $547K in Q1 2026.
903 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q3 2026.

Based on Novus Advisors's 13F filing for Q3 2026, filed 9 Nov 2026.