Sapient Capital
EFV icon

Sapient Capital’s iShares MSCI EAFE Value ETF EFV Stock Holding History

Sapient Capital’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 		$222K Hold
2,808
– – ﹤0.01% 367
2026
Q2 		$215K Buy
+2,808
New +$217K ﹤0.01% 376

Other funds holding EFV

AOI
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
HC
Hamilton Capital Columbus, Ohio $1.78B AUM 13.07% 1-Year Est. Return
WFPG
Waller Financial Planning Group Columbus, Ohio $493M AUM 11.61% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
ACA
Affinity Capital Advisors Berkeley, California $856M AUM 17.43% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
ICMP
Integrated Capital Management (Pennsylvania) Jessup, Pennsylvania $139M AUM 11.73% 1-Year Est. Return
FLA
Financial Life Advisors San Antonio, Texas $352M AUM 8.42% 1-Year Est. Return

Sapient Capital's EFV Position: Q3 2026 in Review

Sapient Capital held its iShares MSCI EAFE Value ETF (EFV) position steady in Q3 2026 at 2,808 shares worth $222K. The position accounts for ﹤0.01% of the portfolio, ranked #367.

Sapient Capital first reported a position in EFV in Q2 2026 and has held it in 2 quarters since. 183 funds tracked by Wall St. Rank hold EFV as of Q3 2026.

  • Sapient Capital held 2,808 shares of iShares MSCI EAFE Value ETF worth $222K as of Q3 2026.
  • Sapient Capital left its iShares MSCI EAFE Value ETF share count unchanged in Q3 2026.
  • iShares MSCI EAFE Value ETF made up ﹤0.01% of Sapient Capital's portfolio in Q3 2026, its #367 holding.
  • Sapient Capital first reported a position in iShares MSCI EAFE Value ETF in Q2 2026 and has held it in 2 quarters since.
  • 183 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q3 2026.

Based on Sapient Capital's 13F filing for Q3 2026, filed 8 Oct 2026.