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

PUREfi Wealth’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	$2.06M	Buy	26,079 +11,093	+74%	+$894K	0.96%	24
2026 Q2	$1.15M	Sell	14,986 -1,575	-10%	-$122K	0.63%	41
2026 Q1	$1.23M	Buy	16,561 +4,791	+41%	+$360K	0.81%	29
2025 Q4	$840K	Sell	11,770 -1,457	-11%	-$101K	0.64%	39
2025 Q3	$897K	Sell	13,227 -1,483	-10%	-$97.7K	0.69%	43
2025 Q2	$934K	Buy	14,710 +5,331	+57%	+$326K	0.75%	31
2025 Q1	$553K	Sell	9,379 -416	-4%	-$23.5K	0.55%	48
2024 Q4	$514K	Buy	+9,795	New	+$536K	0.5%	50

Other funds holding EFV

Auto-Owners Insurance Lansing, Michigan $3.2B AUM 21.13% 1-Year Est. Return

Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return

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

Aspiriant LLC Los Angeles, California $4.08B AUM 12.02% 1-Year Est. Return

Financial Synergies Wealth Advisors Houston, Texas $1.22B AUM 22.8% 1-Year Est. Return

JB Capital Wethersfield, Connecticut $2.93B AUM 20.02% 1-Year Est. Return

WFPG

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

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

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Affinity Capital Advisors Berkeley, California $856M AUM 17.43% 1-Year Est. Return

PUREfi Wealth's EFV Position: Q3 2026 in Review

PUREfi Wealth increased its iShares MSCI EAFE Value ETF (EFV) stake by 74% in Q3 2026, buying an estimated $894K and bringing the position to 26,079 shares worth $2.06M. The position accounts for 0.96% of the portfolio, ranked #24.

PUREfi Wealth first reported a position in EFV in Q4 2024 and has held it in 8 quarters since. 264 funds tracked by Wall St. Rank hold EFV as of Q3 2026.

PUREfi Wealth held 26,079 shares of iShares MSCI EAFE Value ETF worth $2.06M as of Q3 2026.
PUREfi Wealth bought 11,093 iShares MSCI EAFE Value ETF shares in Q3 2026, an estimated $894K.
iShares MSCI EAFE Value ETF made up 0.96% of PUREfi Wealth's portfolio in Q3 2026, its #24 holding.
PUREfi Wealth first reported a position in iShares MSCI EAFE Value ETF in Q4 2024 and has held it in 8 quarters since.
264 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q3 2026.

Based on PUREfi Wealth's 13F filing for Q3 2026, filed 19 Oct 2026.