Private Client Services’s iShares MSCI EAFE Value ETF EFV Stock Holding History

Private Client Services’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	$201K	Buy	+2,545	New	+$205K	0.05%	230

Other funds holding EFV

Hamilton Capital Columbus, Ohio $1.78B AUM 13.07% 1-Year Est. Return

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

Wealth Enhancement Advisory Services

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

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Integrated Capital Management (Pennsylvania) Jessup, Pennsylvania $139M AUM 11.73% 1-Year Est. Return

Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.73% 1-Year Est. Return

RTD Financial Advisors Philadelphia, Pennsylvania $914M AUM 11.18% 1-Year Est. Return

Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return

Pine Grove Financial Group Woodbury, Minnesota $1.03B AUM 11.27% 1-Year Est. Return

Able Wealth Management Toms River, New Jersey $455M AUM 13.63% 1-Year Est. Return

Private Client Services's EFV Position: Q3 2026 in Review

Private Client Services opened a new position in iShares MSCI EAFE Value ETF (EFV) in Q3 2026: 2,545 shares worth $201K. The stake represents 0.05% of the portfolio and ranks #230 among its holdings.

95 funds tracked by Wall St. Rank hold EFV as of Q3 2026.

Private Client Services held 2,545 shares of iShares MSCI EAFE Value ETF worth $201K as of Q3 2026.
iShares MSCI EAFE Value ETF was a new Private Client Services position in Q3 2026.
iShares MSCI EAFE Value ETF made up 0.05% of Private Client Services's portfolio in Q3 2026, its #230 holding.
95 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q3 2026.

Based on Private Client Services's 13F filing for Q3 2026, filed 2 Oct 2026.