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

Retirement Wealth Solutions’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	$4.4M	Buy	111,286 +14,980	+16%	+$604K	2.33%	11
2026 Q2	$3.69M	Sell	96,306 -30,640	-24%	-$1.19M	2.03%	14
2026 Q1	$4.72M	Buy	126,946 +1,782	+1%	+$67K	2.98%	11
2025 Q4	$4.47M	Buy	125,164 +668	+0.5%	+$23.2K	2.82%	11
2025 Q3	$4.22M	Sell	124,496 -4,408	-3%	-$145K	2.77%	9
2025 Q2	$4.09M	Buy	128,904 +38,092	+42%	+$1.17M	2.99%	8
2025 Q1	$2.68M	Buy	90,812 +2,628	+3%	+$74.3K	2.16%	12
2024 Q4	$2.29M	Buy	+88,184	New	+$2.41M	1.93%	13

Other funds holding EFV

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

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

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 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 13.06% 1-Year Est. Return

OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return

Retirement Wealth Solutions's EFV Position: Q3 2026 in Review

Retirement Wealth Solutions increased its iShares MSCI EAFE Value ETF (EFV) stake by 16% in Q3 2026, buying an estimated $604K and bringing the position to 111,286 shares worth $4.4M. The position accounts for 2.33% of the portfolio, ranked #11.

Retirement Wealth Solutions first reported a position in EFV in Q4 2024 and has held it in 8 quarters since. The position peaked at $4.72M in Q1 2026. 903 funds tracked by Wall St. Rank hold EFV as of Q3 2026.

Retirement Wealth Solutions held 111,286 shares of iShares MSCI EAFE Value ETF worth $4.4M as of Q3 2026.
Retirement Wealth Solutions bought 14,980 iShares MSCI EAFE Value ETF shares in Q3 2026, an estimated $604K.
iShares MSCI EAFE Value ETF made up 2.33% of Retirement Wealth Solutions's portfolio in Q3 2026, its #11 holding.
Retirement Wealth Solutions first reported a position in iShares MSCI EAFE Value ETF in Q4 2024 and has held it in 8 quarters since.
Retirement Wealth Solutions's iShares MSCI EAFE Value ETF position peaked at $4.72M in Q1 2026.
903 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q3 2026.

Based on Retirement Wealth Solutions's 13F filing for Q3 2026, filed 7 Oct 2026.