Savant Capital’s iShares MSCI EAFE Value ETF EFV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q3 | $146M | Buy |
3,695,202
+649,856
| +21% | +$26.2M | 0.42% | 39 |
|
|
2026
Q2 | $118M | Buy |
3,045,346
+638,524
| +27% | +$24.7M | 0.35% | 46 |
|
|
2026
Q1 | $89.5M | Sell |
2,406,822
-136,860
| -5% | -$5.14M | 0.43% | 36 |
|
|
2025
Q4 | $90.8M | Sell |
2,543,682
-95,158
| -4% | -$3.31M | 0.52% | 31 |
|
|
2025
Q3 | $89.5M | Buy |
2,638,840
+157,968
| +6% | +$5.2M | 0.54% | 33 |
|
|
2025
Q2 | $78.7M | Sell |
2,480,872
-45,602
| -2% | -$1.4M | 0.57% | 33 |
|
|
2025
Q1 | $74.5M | Buy |
2,526,474
+301,796
| +14% | +$8.54M | 0.63% | 31 |
|
|
2024
Q4 | $58.4M | Sell |
2,224,678
-650
| -0% | -$17.8K | 0.46% | 37 |
|
|
2024
Q3 | $64M | Sell |
2,225,328
-14,040
| -0.6% | -$388K | 0.53% | 35 |
|
|
2024
Q2 | $59.4M | Sell |
2,239,368
-95,480
| -4% | -$2.6M | 0.59% | 27 |
|
|
2024
Q1 | $63.5M | Sell |
2,334,848
-32,554
| -1% | -$850K | 0.73% | 22 |
|
|
2023
Q4 | $61.7M | Sell |
2,367,402
-1,212
| -0.1% | -$30K | 0.8% | 25 |
|
|
2023
Q3 | $57.9M | Sell |
2,368,614
-21,014
| -0.9% | -$521K | 0.86% | 22 |
|
|
2023
Q2 | $58.5M | Buy |
2,389,628
+114,982
| +5% | +$2.83M | 0.91% | 21 |
|
|
2023
Q1 | $55.2M | Sell |
2,274,646
-34,836
| -2% | -$843K | 1.03% | 21 |
|
|
2022
Q4 | $52.5M | Buy |
2,309,482
+18,946
| +0.8% | +$411K | 1.28% | 19 |
|
|
2022
Q3 | $44.1M | Buy |
2,290,536
+109,710
| +5% | +$2.34M | 1.37% | 18 |
|
|
2022
Q2 | $47.3M | Buy |
2,180,826
+67,276
| +3% | +$1.6M | 1.44% | 18 |
|
|
2022
Q1 | $53.1M | Sell |
2,113,550
-10,876
| -0.5% | -$276K | 1.74% | 15 |
|
|
2021
Q4 | $53.5M | Buy |
2,124,426
+131,894
| +7% | +$3.37M | 1.73% | 16 |
|
|
2021
Q3 | $50.7M | Buy |
1,992,532
+75,354
| +4% | +$1.95M | 1.85% | 14 |
|
|
2021
Q2 | $49.6M | Buy |
1,917,178
+33,432
| +2% | +$884K | 2% | 12 |
|
|
2021
Q1 | $48M | Buy |
1,883,746
+65,006
| +4% | +$1.62M | 2.57% | 9 |
|
|
2020
Q4 | $42.9M | Buy |
1,818,740
+41,206
| +2% | +$908K | 2.5% | 9 |
|
|
2020
Q3 | $35.9M | Buy |
1,777,534
+129,278
| +8% | +$2.67M | 2.45% | 8 |
|
|
2020
Q2 | $32.9M | Buy |
1,648,256
+496,392
| +43% | +$9.47M | 2.49% | 8 |
|
|
2020
Q1 | $20.6M | Buy |
1,151,864
+729,122
| +172% | +$16.2M | 1.95% | 9 |
|
|
2019
Q4 | $10.6M | Buy |
422,742
+31,212
| +8% | +$765K | 1.29% | 12 |
|
|
2019
Q3 | $9.27M | Buy |
391,530
+34,140
| +10% | +$796K | 1.29% | 15 |
|
|
2019
Q2 | $8.59M | Buy |
357,390
+34,512
| +11% | +$843K | 1.21% | 16 |
|
|
2019
Q1 | $7.89M | Buy |
322,878
+5,242
| +2% | +$126K | 1.48% | 15 |
|
|
2018
Q4 | $7.18M | Buy |
317,636
+118,004
| +59% | +$2.84M | 1.5% | 14 |
|
|
2018
Q3 | $5.18M | Buy |
199,632
+9,218
| +5% | +$238K | 0.93% | 23 |
|
|
2018
Q2 | $4.89M | Buy |
190,414
+6,932
| +4% | +$189K | 1.04% | 18 |
|
|
2018
Q1 | $5M | Buy |
183,482
+3,286
| +2% | +$92.2K | 1.06% | 15 |
|
|
2017
Q4 | $4.97M | Buy |
180,196
+6,222
| +4% | +$171K | 1.05% | 17 |
|
|
2017
Q3 | $4.75M | Buy |
173,974
+5,082
| +3% | +$135K | 1.07% | 16 |
|
|
2017
Q2 | $4.37M | Buy |
168,892
+8,230
| +5% | +$213K | 1.03% | 16 |
|
|
2017
Q1 | $4.04M | Buy |
160,662
+13,430
| +9% | +$330K | 1% | 16 |
|
|
2016
Q4 | $3.48M | Buy |
147,232
+14,224
| +11% | +$331K | 0.93% | 18 |
|
|
2016
Q3 | $3.07M | Buy |
133,008
+10,910
| +9% | +$245K | 0.84% | 22 |
|
|
2016
Q2 | $2.62M | Buy |
122,098
+12,554
| +11% | +$283K | 0.75% | 26 |
|
|
2016
Q1 | $2.46M | Buy |
109,544
+4,422
| +4% | +$95.6K | 0.75% | 26 |
|
|
2015
Q4 | $2.44M | Buy |
105,122
+5,734
| +6% | +$138K | 0.76% | 27 |
|
|
2015
Q3 | $2.3M | Buy |
99,388
+16,046
| +19% | +$405K | 0.82% | 22 |
|
|
2015
Q2 | $2.18M | Buy |
83,342
+8,456
| +11% | +$233K | 0.73% | 21 |
|
|
2015
Q1 | $2M | Sell |
74,886
-7,390
| -9% | -$194K | 0.71% | 22 |
|
|
2014
Q4 | $2.1M | Buy |
82,276
+3,702
| +5% | +$97.7K | 0.8% | 21 |
|
|
2014
Q3 | $2.15M | Buy |
78,574
+2,242
| +3% | +$63.9K | 0.91% | 16 |
|
|
2014
Q2 | $2.24M | Buy |
76,332
+4,350
| +6% | +$128K | 0.97% | 16 |
|
|
2014
Q1 | $2.07M | Buy |
71,982
+5,206
| +8% | +$147K | 0.96% | 16 |
|
|
2013
Q4 | $1.91M | Buy |
66,776
+8,198
| +14% | +$230K | 0.94% | 19 |
|
|
2013
Q3 | $1.59M | Buy |
58,578
+4,152
| +8% | +$108K | 0.87% | 21 |
|
|
2013
Q2 | $1.32M | Buy |
+54,426
| New | +$1.4M | 0.76% | 27 |
|
Other funds holding EFV
Savant Capital's EFV Position: Q3 2026 in Review
Savant Capital increased its iShares MSCI EAFE Value ETF (EFV) stake by 21% in Q3 2026, buying an estimated $26.2M and bringing the position to 3,695,202 shares worth $146M. The position accounts for 0.42% of the portfolio, ranked #39.
Savant Capital first reported a position in EFV in Q2 2013 and has held it in 54 quarters since. 804 funds tracked by Wall St. Rank hold EFV as of Q3 2026.
- Savant Capital held 3,695,202 shares of iShares MSCI EAFE Value ETF worth $146M as of Q3 2026.
- Savant Capital bought 649,856 iShares MSCI EAFE Value ETF shares in Q3 2026, an estimated $26.2M.
- iShares MSCI EAFE Value ETF made up 0.42% of Savant Capital's portfolio in Q3 2026, its #39 holding.
- Savant Capital first reported a position in iShares MSCI EAFE Value ETF in Q2 2013 and has held it in 54 quarters since.
- 804 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q3 2026.
Based on Savant Capital's 13F filing for Q3 2026, filed 6 Nov 2026.