SFS
EFV icon

Security Financial Services’s iShares MSCI EAFE Value ETF EFV Stock Holding History

Security Financial Services’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 		$591K Sell
7,715
-42,696
-85% -$3.31M 0.08% 124
2026
Q1 		$3.75M Sell
50,411
-101,611
-67% -$7.64M 0.59% 41
2025
Q4 		$10.9M Sell
152,022
-38,155
-20% -$2.65M 1.7% 18
2025
Q3 		$12.9M Sell
190,177
-89,734
-32% -$5.91M 2.09% 11
2025
Q2 		$17.8M Buy
279,911
+95,857
+52% +$5.87M 3.14% 8
2025
Q1 		$10.8M Sell
184,054
-95,429
-34% -$5.4M 2.15% 12
2024
Q4 		$14.7M Buy
279,483
+1,215
+0.4% +$66.5K 2.99% 7
2024
Q3 		$16M Buy
278,268
+166,308
+149% +$9.18M 3.26% 6
2024
Q2 		$5.94M Sell
111,960
-64,182
-36% -$3.49M 1.29% 23
2024
Q1 		$9.58M Sell
176,142
-46,849
-21% -$2.45M 2.16% 11
2023
Q4 		$11.6M Sell
222,991
-19,845
-8% -$982K 2.85% 4
2023
Q3 		$11.9M Buy
242,836
+92,499
+62% +$4.58M 3.35% 4
2023
Q2 		$7.36M Sell
150,337
-5,614
-4% -$276K 2.09% 12
2023
Q1 		$7.57M Sell
155,951
-81,382
-34% -$3.94M 2.3% 10
2022
Q4 		$10.9M Buy
237,333
+24,766
+12% +$1.08M 3.38% 3
2022
Q3 		$8.19M Sell
212,567
-24,673
-10% -$1.05M 2.79% 7
2022
Q2 		$10.3M Buy
237,240
+19,434
+9% +$925K 3.28% 4
2022
Q1 		$10.9M Sell
217,806
-86,351
-28% -$4.39M 3.47% 5
2021
Q4 		$15.3M Buy
+304,157
New +$15.5M 5.11% 3

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