Professional Financial Advisors’s iShares MSCI EAFE Value ETF EFV Stock Holding History

Professional Financial Advisors’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 Q2	$213K	Buy	2,787 +59	+2%	+$4.57K	0.04%	139
2026 Q1	$203K	Sell	2,728 -1,214	-31%	-$91.2K	0.04%	137
2025 Q4	$281K	Buy	3,942 +32	+0.8%	+$2.22K	0.06%	108
2025 Q3	$265K	Buy	3,910 +49	+1%	+$3.23K	0.06%	112
2025 Q2	$245K	Buy	3,861 +347	+10%	+$21.2K	0.06%	105
2025 Q1	$207K	Buy	+3,514	New	+$199K	0.05%	106
2022 Q4	–	Sell	-3,097	Closed	-$119K	–	183
2022 Q3	$119K	Buy	3,097 +5	+0.2%	+$213	0.07%	91
2022 Q2	$134K	Sell	3,092 -5	-0.2%	-$238	0.07%	92
2022 Q1	$156K	Buy	3,097 +1,358	+78%	+$69K	0.07%	83
2021 Q4	$88K	Buy	1,739 +14	+0.8%	+$715	0.04%	137
2021 Q3	$88K	Hold	1,725	–	–	0.05%	117
2021 Q2	$90K	Buy	1,725 +1,663	+2,682%	+$88K	0.05%	123
2021 Q1	$3K	Buy	+62	New	+$3.08K	﹤0.01%	310

Other funds holding EFV

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

Empirical Wealth Management Seattle, Washington $6.82B AUM 30.02% 1-Year Est. Return

Brave Asset Management Summit, New Jersey $467M AUM 33.05% 1-Year Est. Return

Octavia Wealth Advisors Cincinnati, Ohio $1.16B AUM 25.42% 1-Year Est. Return

Waller Financial Planning Group Columbus, Ohio $486M AUM 17.78% 1-Year Est. Return

Affinity Capital Advisors Berkeley, California $810M AUM 24.85% 1-Year Est. Return

Integrated Capital Management (Pennsylvania) Jessup, Pennsylvania $143M AUM 18.2% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return

Sharkey, Howes & Javer Denver, Colorado $828M AUM 20.38% 1-Year Est. Return