RFA
EFV icon

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

RTD Financial Advisors’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
Q2 		$12.1M Sell
158,110
-3,042
-2% -$236K 1.32% 25
2026
Q1 		$12M Sell
161,152
-7,226
-4% -$543K 1.47% 24
2025
Q4 		$12M Sell
168,378
-4,624
-3% -$321K 1.47% 24
2025
Q3 		$11.7M Buy
173,002
+2,732
+2% +$180K 1.41% 24
2025
Q2 		$10.8M Sell
170,270
-1,798
-1% -$110K 1.38% 24
2025
Q1 		$10.1M Buy
172,068
+3,466
+2% +$196K 1.36% 22
2024
Q4 		$8.85M Buy
168,602
+5,155
+3% +$282K 1.13% 27
2024
Q3 		$9.4M Buy
163,447
+1,406
+0.9% +$77.6K 1.19% 27
2024
Q2 		$8.59M Sell
162,041
-3,760
-2% -$204K 1.16% 27
2024
Q1 		$9.02M Buy
165,801
+1,337
+0.8% +$69.8K 1.21% 26
2023
Q4 		$8.57M Sell
164,464
-2,091
-1% -$103K 1.2% 26
2023
Q3 		$8.15M Buy
166,555
+2,058
+1% +$102K 1.24% 24
2023
Q2 		$8.05M Buy
164,497
+6,824
+4% +$336K 1.17% 26
2023
Q1 		$7.65M Buy
157,673
+7,404
+5% +$358K 1.18% 25
2022
Q4 		$6.89M Buy
150,269
+8,969
+6% +$389K 1.12% 28
2022
Q3 		$5.44M Buy
141,300
+5,092
+4% +$217K 1% 28
2022
Q2 		$5.91M Sell
136,208
-2,475
-2% -$118K 0.91% 32
2022
Q1 		$6.97M Sell
138,683
-9,093
-6% -$462K 0.94% 29
2021
Q4 		$7.45M Buy
+147,776
New +$7.54M 0.98% 25

Other funds holding EFV

AOI
Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
BAM
Brave Asset Management Summit, New Jersey $467M AUM 33.05% 1-Year Est. Return
OWA
Octavia Wealth Advisors Cincinnati, Ohio $1.16B AUM 25.42% 1-Year Est. Return
WFPG
Waller Financial Planning Group Columbus, Ohio $486M AUM 17.78% 1-Year Est. Return
ACA
Affinity Capital Advisors Berkeley, California $810M AUM 24.85% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
ICMP
Integrated Capital Management (Pennsylvania) Jessup, Pennsylvania $143M AUM 18.2% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return