RHS Financial
EFV icon

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

RHS Financial’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 		$771K Buy
19,488
+62
+0.3% +$2.5K 0.26% 79
2026
Q2 		$744K Buy
19,426
+11,734
+153% +$454K 0.3% 67
2026
Q1 		$286K Sell
7,692
-2,042
-21% -$76.7K 0.14% 116
2025
Q4 		$348K Sell
9,734
-820
-8% -$28.5K 0.17% 101
2025
Q3 		$358K Hold
10,554
– – 0.19% 91
2025
Q2 		$335K Sell
10,554
-13,224
-56% -$405K 0.19% 90
2025
Q1 		$701K Sell
23,778
-13,320
-36% -$377K 0.39% 58
2024
Q4 		$973K Sell
37,098
-224
-0.6% -$6.13K 0.5% 57
2024
Q3 		$1.07M Buy
37,322
+2,192
+6% +$60.5K 0.54% 50
2024
Q2 		$932K Sell
35,130
-4,738
-12% -$129K 0.57% 47
2024
Q1 		$1.08M Buy
39,868
+9,292
+30% +$243K 0.63% 39
2023
Q4 		$797K Buy
30,576
+4,520
+17% +$112K 0.5% 47
2023
Q3 		$637K Buy
26,056
+7,894
+43% +$196K 0.45% 54
2023
Q2 		$444K Sell
18,162
-150
-0.8% -$3.69K 0.33% 62
2023
Q1 		$444K Sell
18,312
-7,844
-30% -$190K 0.34% 61
2022
Q4 		$600K Buy
26,156
+8,990
+52% +$195K 0.48% 54
2022
Q3 		$331K Sell
17,166
-4,708
-22% -$100K 0.29% 64
2022
Q2 		$475K Buy
21,874
+3,046
+16% +$72.5K 0.39% 50
2022
Q1 		$473K Buy
18,828
+6,170
+49% +$157K 0.35% 51
2021
Q4 		$319K Buy
12,658
+854
+7% +$21.8K 0.22% 70
2021
Q3 		$300K Sell
11,804
-1,072
-8% -$27.8K 0.22% 73
2021
Q2 		$333K Buy
+12,876
New +$341K 0.25% 66

Other funds holding EFV

Park Avenue Securities
Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return
Auto-Owners Insurance
Auto-Owners Insurance Lansing, Michigan $3.2B AUM 21.13% 1-Year Est. Return
Signature Estate & Investment Advisors
Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return
Hamilton Capital
Hamilton Capital Columbus, Ohio $1.78B AUM 13.07% 1-Year Est. Return
OpenArc Corporate Advisory
OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return
Empirical Wealth Management
Empirical Wealth Management Seattle, Washington $7.38B AUM 22.9% 1-Year Est. Return
Sagespring Wealth Partners
Sagespring Wealth Partners Franklin, Tennessee $6.71B AUM 16.81% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Modera Wealth Management
Modera Wealth Management Westwood, New Jersey $9.5B AUM 16% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

RHS Financial's EFV Position: Q3 2026 in Review

RHS Financial increased its iShares MSCI EAFE Value ETF (EFV) stake by 0.32% in Q3 2026, buying an estimated $2.5K and bringing the position to 19,488 shares worth $771K. The position accounts for 0.26% of the portfolio, ranked #79.

RHS Financial first reported a position in EFV in Q2 2021 and has held it in 22 quarters since. The position peaked at $1.08M in Q1 2024. 704 funds tracked by Wall St. Rank hold EFV as of Q3 2026.

  • RHS Financial held 19,488 shares of iShares MSCI EAFE Value ETF worth $771K as of Q3 2026.
  • RHS Financial bought 62 iShares MSCI EAFE Value ETF shares in Q3 2026, an estimated $2.5K.
  • iShares MSCI EAFE Value ETF made up 0.26% of RHS Financial's portfolio in Q3 2026, its #79 holding.
  • RHS Financial first reported a position in iShares MSCI EAFE Value ETF in Q2 2021 and has held it in 22 quarters since.
  • RHS Financial's iShares MSCI EAFE Value ETF position peaked at $1.08M in Q1 2024.
  • 704 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q3 2026.

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