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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
Q3 		– Sell
-2,787
Closed -$213K – 143
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

SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return
HC
Hamilton Capital Columbus, Ohio $1.78B AUM 13.07% 1-Year Est. Return
WFPG
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
ACA
Affinity Capital Advisors Berkeley, California $856M AUM 17.43% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
ICMP
Integrated Capital Management (Pennsylvania) Jessup, Pennsylvania $139M AUM 11.73% 1-Year Est. Return
SWA
Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.73% 1-Year Est. Return
SFG
Shum Financial Group Alameda, California $174M AUM 19.39% 1-Year Est. Return
RFA
RTD Financial Advisors Philadelphia, Pennsylvania $914M AUM 11.18% 1-Year Est. Return

Professional Financial Advisors's EFV Position: Q3 2026 in Review

Professional Financial Advisors sold out of iShares MSCI EAFE Value ETF (EFV) in Q3 2026, closing a stake of 2,787 shares — an estimated $213K sold.

Professional Financial Advisors first reported a position in EFV in Q1 2021 and held it in 13 quarters. The position peaked at $281K in Q4 2025. 119 funds tracked by Wall St. Rank hold EFV as of Q3 2026.

  • Professional Financial Advisors reported no remaining iShares MSCI EAFE Value ETF position as of Q3 2026 after selling out during the quarter.
  • Professional Financial Advisors sold 2,787 iShares MSCI EAFE Value ETF shares in Q3 2026, an estimated $213K.
  • Professional Financial Advisors first reported a position in iShares MSCI EAFE Value ETF in Q1 2021 and held it in 13 quarters.
  • Professional Financial Advisors's iShares MSCI EAFE Value ETF position peaked at $281K in Q4 2025.
  • 119 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q3 2026.

Based on Professional Financial Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.