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

Sax Wealth 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	$13.3M	Sell	179,221 -1,686	-0.9%	-$131K	0.54%	32
2026 Q1	$12.9M	Hold	180,907	–	–	0.63%	27
2025 Q4	$12.9M	Buy	180,907 +125,664	+227%	+$8.73M	0.61%	28
2025 Q3	$3.75M	Sell	55,243 -812	-1%	-$53.5K	0.2%	72
2025 Q2	$3.56M	Buy	56,055 +11,102	+25%	+$679K	0.21%	70
2025 Q1	$2.65M	Sell	44,953 -4,073	-8%	-$230K	0.19%	74
2024 Q4	$2.57M	Buy	49,026 +6,435	+15%	+$352K	0.2%	64
2024 Q3	$2.45M	Sell	42,591 -361	-0.8%	-$19.9K	0.22%	54
2024 Q2	$2.28M	Buy	42,952 +231	+0.5%	+$12.6K	0.22%	57
2024 Q1	$2.32M	Buy	42,721 +49	+0.1%	+$2.56K	0.27%	45
2023 Q4	$2.22M	Buy	42,672 +681	+2%	+$33.7K	0.36%	50
2023 Q3	$2.05M	Sell	41,991 -1,402	-3%	-$69.4K	0.4%	44
2023 Q2	$2.12M	Sell	43,393 -7,099	-14%	-$349K	0.42%	44
2023 Q1	$2.45M	Buy	50,492 +461	+0.9%	+$22.3K	0.53%	36
2022 Q4	$2.3M	Sell	50,031 -600	-1%	-$26K	0.53%	37
2022 Q3	$1.95M	Sell	50,631 -2,217	-4%	-$94.5K	0.5%	38
2022 Q2	$2.29M	Buy	52,848 +1,405	+3%	+$66.9K	0.58%	35
2022 Q1	$2.59M	Sell	51,443 -14,448	-22%	-$735K	0.63%	34
2021 Q4	$3.32M	Buy	65,891 +74	+0.1%	+$3.78K	0.69%	29
2021 Q3	$3.35M	Sell	65,817 -217	-0.3%	-$11.2K	0.79%	27
2021 Q2	$3.42M	Buy	66,034 +548	+0.8%	+$29K	1.17%	23
2021 Q1	$3.34M	Buy	65,486 +1,400	+2%	+$69.6K	1.22%	24
2020 Q4	$3.02M	Buy	+64,086	New	+$2.82M	1.39%	19

Other funds holding EFV

Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

Brave Asset Management Summit, New Jersey $467M AUM 33.05% 1-Year Est. Return

Octavia Wealth Advisors Cincinnati, Ohio $1.16B AUM 25.42% 1-Year Est. Return

Waller Financial Planning Group Columbus, Ohio $486M AUM 17.78% 1-Year Est. Return

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

Integrated Capital Management (Pennsylvania) Jessup, Pennsylvania $143M AUM 18.2% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return