Paladin Advisory Group
EFV icon

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

Paladin 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 		$311K Hold
7,856
– – 0.21% 62
2026
Q2 		$301K Hold
7,856
– – 0.2% 67
2026
Q1 		$292K Hold
7,856
– – 0.22% 63
2025
Q4 		$280K Buy
7,856
+7,500
+2,107% +$261K 0.2% 66
2025
Q3 		$12.1K Hold
356
– – 0.01% 195
2025
Q2 		$11.3K Hold
356
– – 0.01% 192
2025
Q1 		$10.5K Hold
356
– – 0.01% 196
2024
Q4 		$9.34K Hold
356
– – 0.01% 204
2024
Q3 		$10.2K Hold
356
– – 0.01% 200
2024
Q2 		$9.49K Buy
+356
New +$9.7K 0.01% 193

Other funds holding EFV

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Park Avenue Securities
Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Auto-Owners Insurance
Auto-Owners Insurance Lansing, Michigan $3.2B AUM 21.13% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 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 13.06% 1-Year Est. Return
OpenArc Corporate Advisory
OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return

Paladin Advisory Group's EFV Position: Q3 2026 in Review

Paladin Advisory Group held its iShares MSCI EAFE Value ETF (EFV) position steady in Q3 2026 at 7,856 shares worth $311K. The position accounts for 0.21% of the portfolio, ranked #62.

Paladin Advisory Group first reported a position in EFV in Q2 2024 and has held it in 10 quarters since. 903 funds tracked by Wall St. Rank hold EFV as of Q3 2026.

  • Paladin Advisory Group held 7,856 shares of iShares MSCI EAFE Value ETF worth $311K as of Q3 2026.
  • Paladin Advisory Group left its iShares MSCI EAFE Value ETF share count unchanged in Q3 2026.
  • iShares MSCI EAFE Value ETF made up 0.21% of Paladin Advisory Group's portfolio in Q3 2026, its #62 holding.
  • Paladin Advisory Group first reported a position in iShares MSCI EAFE Value ETF in Q2 2024 and has held it in 10 quarters since.
  • 903 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q3 2026.

Based on Paladin Advisory Group's 13F filing for Q3 2026, filed 9 Nov 2026.