Opinicus Capital
EFV icon

Opinicus Capital’s iShares MSCI EAFE Value ETF EFV Stock Holding History

Opinicus Capital’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 		$974K Sell
12,311
-303
-2% -$24.4K 0.52% 49
2026
Q2 		$966K Buy
12,614
+56
+0.4% +$4.34K 0.52% 50
2026
Q1 		$934K Sell
12,558
-248
-2% -$18.6K 0.66% 47
2025
Q4 		$914K Sell
12,806
-50
-0.4% -$3.47K 0.64% 48
2025
Q3 		$872K Sell
12,856
-223
-2% -$14.7K 0.6% 51
2025
Q2 		$830K Sell
13,079
-69
-0.5% -$4.22K 0.63% 50
2025
Q1 		$775K Sell
13,148
-844
-6% -$47.7K 0.69% 46
2024
Q4 		$734K Buy
13,992
+47
+0.3% +$2.57K 0.62% 51
2024
Q3 		$802K Sell
13,945
-154
-1% -$8.5K 0.64% 49
2024
Q2 		$748K Buy
14,099
+402
+3% +$21.9K 0.63% 46
2024
Q1 		$745K Sell
13,697
-2,375
-15% -$124K 0.66% 48
2023
Q4 		$837K Buy
+16,072
New +$795K 0.85% 41

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Auto-Owners Insurance
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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
Modera Wealth Management
Modera Wealth Management Westwood, New Jersey $9.5B AUM 16% 1-Year Est. Return
Aspiriant LLC
Aspiriant LLC Los Angeles, California $4.08B AUM 12.02% 1-Year Est. Return
Financial Synergies Wealth Advisors
Financial Synergies Wealth Advisors Houston, Texas $1.22B AUM 22.8% 1-Year Est. Return

Opinicus Capital's EFV Position: Q3 2026 in Review

Opinicus Capital reduced its iShares MSCI EAFE Value ETF (EFV) stake by 2.4% in Q3 2026, selling an estimated $24.4K and leaving 12,311 shares worth $974K. The position accounts for 0.52% of the portfolio, ranked #49.

Opinicus Capital first reported a position in EFV in Q4 2023 and has held it in 12 quarters since. 544 funds tracked by Wall St. Rank hold EFV as of Q3 2026.

  • Opinicus Capital held 12,311 shares of iShares MSCI EAFE Value ETF worth $974K as of Q3 2026.
  • Opinicus Capital sold 303 iShares MSCI EAFE Value ETF shares in Q3 2026, an estimated $24.4K.
  • iShares MSCI EAFE Value ETF made up 0.52% of Opinicus Capital's portfolio in Q3 2026, its #49 holding.
  • Opinicus Capital first reported a position in iShares MSCI EAFE Value ETF in Q4 2023 and has held it in 12 quarters since.
  • 544 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q3 2026.

Based on Opinicus Capital's 13F filing for Q3 2026, filed 28 Oct 2026.