One Advisory Partners’s iShares MSCI EAFE Value ETF EFV Stock Holding History

One Advisory Partners’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	$1.67M	Sell	21,078 -523	-2%	-$42.1K	0.45%	31
2026 Q2	$1.65M	Sell	21,601 -105,209	-83%	-$8.15M	0.45%	33
2026 Q1	$9.43M	Sell	126,810 -76,750	-38%	-$5.77M	2.91%	10
2025 Q4	$14.5M	Sell	203,560 -30,205	-13%	-$2.1M	4.38%	9
2025 Q3	$15.7M	Sell	233,765 -32,733	-12%	-$2.16M	4.81%	8
2025 Q2	$17.6M	Buy	266,498 +101,525	+62%	+$6.21M	5.86%	7
2025 Q1	$9.7M	Sell	164,973 -52,248	-24%	-$2.96M	4.15%	7
2024 Q4	$11.4M	Buy	217,221 +3,126	+1%	+$171K	5.06%	7
2024 Q3	$12.3M	Buy	214,095 +136,068	+174%	+$7.51M	5.41%	6
2024 Q2	$4.14M	Sell	78,027 -64,525	-45%	-$3.51M	1.91%	13
2024 Q1	$7.75M	Sell	142,552 -58,787	-29%	-$3.07M	3.81%	8
2023 Q4	$10.5M	Sell	201,339 -21,648	-10%	-$1.07M	5.51%	4
2023 Q3	$10.9M	Buy	222,987 +58,832	+36%	+$2.91M	6.37%	4
2023 Q2	$8.03M	Buy	164,155 +2,069	+1%	+$102K	4.52%	6
2023 Q1	$7.87M	Sell	162,086 -38,282	-19%	-$1.85M	4.63%	6
2022 Q4	$9.19M	Buy	200,368 +8,212	+4%	+$356K	5.86%	4
2022 Q3	$7.4M	Sell	192,156 -54,203	-22%	-$2.31M	5.11%	6
2022 Q2	$10.7M	Buy	246,359 +9,184	+4%	+$437K	7.08%	4
2022 Q1	$11.9M	Sell	237,175 -19,453	-8%	-$989K	6.94%	4
2021 Q4	$12.9M	Buy	256,628 +8,557	+3%	+$437K	7.36%	5
2021 Q3	$12.6M	Buy	248,071 +6,834	+3%	+$354K	7.83%	5
2021 Q2	$12.5M	Buy	241,237 +23,858	+11%	+$1.26M	7.67%	4
2021 Q1	$11.1M	Buy	+217,379	New	+$10.8M	7.28%	4

Other funds holding EFV

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

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

JB Capital Wethersfield, Connecticut $2.93B AUM 20.02% 1-Year Est. Return

Waller Financial Planning Group Columbus, Ohio $493M AUM 11.61% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

One Advisory Partners's EFV Position: Q3 2026 in Review

One Advisory Partners reduced its iShares MSCI EAFE Value ETF (EFV) stake by 2.4% in Q3 2026, selling an estimated $42.1K and leaving 21,078 shares worth $1.67M. The position accounts for 0.45% of the portfolio, ranked #31.

One Advisory Partners first reported a position in EFV in Q1 2021 and has held it in 23 quarters since. The position peaked at $17.6M in Q2 2025. 410 funds tracked by Wall St. Rank hold EFV as of Q3 2026.

One Advisory Partners held 21,078 shares of iShares MSCI EAFE Value ETF worth $1.67M as of Q3 2026.
One Advisory Partners sold 523 iShares MSCI EAFE Value ETF shares in Q3 2026, an estimated $42.1K.
iShares MSCI EAFE Value ETF made up 0.45% of One Advisory Partners's portfolio in Q3 2026, its #31 holding.
One Advisory Partners first reported a position in iShares MSCI EAFE Value ETF in Q1 2021 and has held it in 23 quarters since.
One Advisory Partners's iShares MSCI EAFE Value ETF position peaked at $17.6M in Q2 2025.
410 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q3 2026.

Based on One Advisory Partners's 13F filing for Q3 2026, filed 22 Oct 2026.