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

Ridgeline 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	$2.07M	Sell	26,224 -177	-0.7%	-$14.3K	1.17%	19
2026 Q2	$2.02M	Sell	26,401 -331	-1%	-$25.6K	1.18%	18
2026 Q1	$1.99M	Sell	26,732 -13,951	-34%	-$1.05M	1.42%	17
2025 Q4	$2.91M	Sell	40,683 -648	-2%	-$45K	2.01%	14
2025 Q3	$2.8M	Sell	41,331 -933	-2%	-$61.5K	2.07%	14
2025 Q2	$2.68M	Sell	42,264 -3,296	-7%	-$202K	2.19%	14
2025 Q1	$2.69M	Sell	45,560 -1,812	-4%	-$103K	2.28%	11
2024 Q4	$2.49M	Buy	+47,372	New	+$2.59M	2.03%	12

Other funds holding EFV

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

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

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

Sagespring Wealth Partners Franklin, Tennessee $6.71B AUM 16.81% 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

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

Ridgeline Wealth's EFV Position: Q3 2026 in Review

Ridgeline Wealth reduced its iShares MSCI EAFE Value ETF (EFV) stake by 0.67% in Q3 2026, selling an estimated $14.3K and leaving 26,224 shares worth $2.07M. The position accounts for 1.17% of the portfolio, ranked #19.

Ridgeline Wealth first reported a position in EFV in Q4 2024 and has held it in 8 quarters since. The position peaked at $2.91M in Q4 2025. 442 funds tracked by Wall St. Rank hold EFV as of Q3 2026.

Ridgeline Wealth held 26,224 shares of iShares MSCI EAFE Value ETF worth $2.07M as of Q3 2026.
Ridgeline Wealth sold 177 iShares MSCI EAFE Value ETF shares in Q3 2026, an estimated $14.3K.
iShares MSCI EAFE Value ETF made up 1.17% of Ridgeline Wealth's portfolio in Q3 2026, its #19 holding.
Ridgeline Wealth first reported a position in iShares MSCI EAFE Value ETF in Q4 2024 and has held it in 8 quarters since.
Ridgeline Wealth's iShares MSCI EAFE Value ETF position peaked at $2.91M in Q4 2025.
442 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q3 2026.

Based on Ridgeline Wealth's 13F filing for Q3 2026, filed 14 Oct 2026.