Provident Wealth Management
EFV icon

Provident Wealth Management’s iShares MSCI EAFE Value ETF EFV Stock Holding History

Provident Wealth Management’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 		$2.77K Hold
70
– – ﹤0.01% 118
2026
Q2 		$2.68K Buy
70
+2
+3% +$77 ﹤0.01% 154
2026
Q1 		$2.53K Hold
68
– – ﹤0.01% 128
2025
Q4 		$2.43K Buy
68
+2
+3% +$69 ﹤0.01% 132
2025
Q3 		$2.24K Buy
+66
New +$2.17K ﹤0.01% 132

Other funds holding EFV

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return
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
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Dynasty Wealth Management
Dynasty Wealth Management St. Petersburg, Florida $13B AUM 12.52% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $94.1B AUM 31.13% 1-Year Est. Return
Park Avenue Securities
Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return
RiverFront Investment Group
RiverFront Investment Group Richmond, Virginia $8.06B AUM 17.38% 1-Year Est. Return

Provident Wealth Management's EFV Position: Q3 2026 in Review

Provident Wealth Management held its iShares MSCI EAFE Value ETF (EFV) position steady in Q3 2026 at 70 shares worth $2.77K. The position accounts for ﹤0.01% of the portfolio, ranked #118.

Provident Wealth Management first reported a position in EFV in Q3 2025 and has held it in 5 quarters since. 1,158 funds tracked by Wall St. Rank hold EFV as of Q3 2026.

  • Provident Wealth Management held 70 shares of iShares MSCI EAFE Value ETF worth $2.77K as of Q3 2026.
  • Provident Wealth Management left its iShares MSCI EAFE Value ETF share count unchanged in Q3 2026.
  • iShares MSCI EAFE Value ETF made up ﹤0.01% of Provident Wealth Management's portfolio in Q3 2026, its #118 holding.
  • Provident Wealth Management first reported a position in iShares MSCI EAFE Value ETF in Q3 2025 and has held it in 5 quarters since.
  • 1,158 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q3 2026.

Based on Provident Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.