O'Connor Financial Group
EFV icon

O'Connor Financial Group’s iShares MSCI EAFE Value ETF EFV Stock Holding History

O'Connor Financial 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 		$1.03M Sell
26,020
-638
-2% -$25.7K 0.37% 31
2026
Q2 		$1.02M Sell
26,658
-446
-2% -$17.3K 0.36% 32
2026
Q1 		$1.01M Sell
27,104
-1,182
-4% -$44.4K 0.41% 28
2025
Q4 		$1.04M Sell
28,286
-432
-2% -$15K 0.42% 29
2025
Q3 		$974K Buy
28,718
+290
+1% +$9.6K 0.41% 29
2025
Q2 		$909K Sell
28,428
-1,902
-6% -$58.2K 0.4% 30
2025
Q1 		$894K Buy
30,330
+20
+0.1% +$566 0.46% 24
2024
Q4 		$795K Buy
30,310
+968
+3% +$26.5K 0.42% 29
2024
Q3 		$844K Buy
29,342
+10
+0% +$276 0.44% 28
2024
Q2 		$778K Sell
29,332
-1,514
-5% -$41.2K 0.45% 28
2024
Q1 		$839K Sell
30,846
-82,058
-73% -$2.14M 0.5% 26
2023
Q4 		$2.94M Sell
112,904
-9,990
-8% -$247K 1.82% 18
2023
Q3 		$3.01M Sell
122,894
-784
-0.6% -$19.4K 2.06% 17
2023
Q2 		$3.03M Buy
123,678
+3,314
+3% +$81.6K 2.09% 16
2023
Q1 		$2.92M Buy
+120,364
New +$2.91M 2.2% 17

Other funds holding EFV

US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
Park Avenue Securities
Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return
Auto-Owners Insurance
Auto-Owners Insurance Lansing, Michigan $3.2B AUM 21.13% 1-Year Est. Return
Signature Estate & Investment Advisors
Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return
Hamilton Capital
Hamilton Capital Columbus, Ohio $1.78B AUM 13.07% 1-Year Est. Return
OpenArc Corporate Advisory
OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return
Empirical Wealth Management
Empirical Wealth Management Seattle, Washington $7.38B AUM 22.9% 1-Year Est. Return
Sagespring Wealth Partners
Sagespring Wealth Partners Franklin, Tennessee $6.71B AUM 16.81% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Modera Wealth Management
Modera Wealth Management Westwood, New Jersey $9.5B AUM 16% 1-Year Est. Return

O'Connor Financial Group's EFV Position: Q3 2026 in Review

O'Connor Financial Group reduced its iShares MSCI EAFE Value ETF (EFV) stake by 2.4% in Q3 2026, selling an estimated $25.7K and leaving 26,020 shares worth $1.03M. The position accounts for 0.37% of the portfolio, ranked #31.

O'Connor Financial Group first reported a position in EFV in Q1 2023 and has held it in 15 quarters since. The position peaked at $3.03M in Q2 2023. 739 funds tracked by Wall St. Rank hold EFV as of Q3 2026.

  • O'Connor Financial Group held 26,020 shares of iShares MSCI EAFE Value ETF worth $1.03M as of Q3 2026.
  • O'Connor Financial Group sold 638 iShares MSCI EAFE Value ETF shares in Q3 2026, an estimated $25.7K.
  • iShares MSCI EAFE Value ETF made up 0.37% of O'Connor Financial Group's portfolio in Q3 2026, its #31 holding.
  • O'Connor Financial Group first reported a position in iShares MSCI EAFE Value ETF in Q1 2023 and has held it in 15 quarters since.
  • O'Connor Financial Group's iShares MSCI EAFE Value ETF position peaked at $3.03M in Q2 2023.
  • 739 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q3 2026.

Based on O'Connor Financial Group's 13F filing for Q3 2026, filed 26 Oct 2026.