Proactive Wealth Strategies
EFV icon

Proactive Wealth Strategies’s iShares MSCI EAFE Value ETF EFV Stock Holding History

Proactive Wealth Strategies’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 		– Sell
-5,536
Closed -$212K – 226
2026
Q2 		$212K Sell
5,536
-1,356
-20% -$52.5K 0.03% 212
2026
Q1 		$256K Buy
+6,892
New +$259K 0.05% 186

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
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Dynasty Wealth Management
Dynasty Wealth Management St. Petersburg, Florida $13B AUM 12.52% 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

Proactive Wealth Strategies's EFV Position: Q3 2026 in Review

Proactive Wealth Strategies sold out of iShares MSCI EAFE Value ETF (EFV) in Q3 2026, closing a stake of 5,536 shares — an estimated $212K sold.

Proactive Wealth Strategies first reported a position in EFV in Q1 2026 and held it in 2 quarters. The position peaked at $256K in Q1 2026. 1,027 funds tracked by Wall St. Rank hold EFV as of Q3 2026.

  • Proactive Wealth Strategies reported no remaining iShares MSCI EAFE Value ETF position as of Q3 2026 after selling out during the quarter.
  • Proactive Wealth Strategies sold 5,536 iShares MSCI EAFE Value ETF shares in Q3 2026, an estimated $212K.
  • Proactive Wealth Strategies first reported a position in iShares MSCI EAFE Value ETF in Q1 2026 and held it in 2 quarters.
  • Proactive Wealth Strategies's iShares MSCI EAFE Value ETF position peaked at $256K in Q1 2026.
  • 1,027 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q3 2026.

Based on Proactive Wealth Strategies's 13F filing for Q3 2026, filed 9 Nov 2026.