Sequoia Financial Advisors
EFV icon

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

Sequoia 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
Q3 		$17.8M Buy
449,056
+41,702
+10% +$1.68M 0.08% 159
2026
Q2 		$15.6M Buy
407,354
+6,544
+2% +$253K 0.08% 167
2026
Q1 		$14.9M Sell
400,810
-11,508
-3% -$432K 0.08% 163
2025
Q4 		$14.7M Sell
412,318
-26,214
-6% -$911K 0.08% 166
2025
Q3 		$14.9M Sell
438,532
-918
-0.2% -$30.2K 0.09% 158
2025
Q2 		$13.9M Sell
439,450
-198,102
-31% -$6.06M 0.1% 160
2025
Q1 		$18.8M Sell
637,552
-252,566
-28% -$7.14M 0.14% 124
2024
Q4 		$23.4M Buy
890,118
+871,536
+4,690% +$23.9M 0.22% 95
2024
Q3 		$535K Sell
18,582
-558
-3% -$15.4K 0.01% 722
2024
Q2 		$508K Buy
19,140
+4,566
+31% +$124K 0.01% 682
2024
Q1 		$396K Sell
14,574
-34
-0.2% -$887 ﹤0.01% 766
2023
Q4 		$381K Sell
14,608
-490
-3% -$12.1K ﹤0.01% 832
2023
Q3 		$369K Buy
15,098
+172
+1% +$4.26K 0.01% 612
2023
Q2 		$365K Buy
14,926
+1,222
+9% +$30.1K 0.01% 623
2023
Q1 		$333K Buy
13,704
+1,090
+9% +$26.4K 0.01% 589
2022
Q4 		$289K Buy
12,614
+34
+0.3% +$738 0.01% 596
2022
Q3 		$242K Sell
12,580
-1,550
-11% -$33K 0.01% 448
2022
Q2 		$307K Buy
14,130
+420
+3% +$10K 0.01% 433
2022
Q1 		$345K Hold
13,710
– – 0.01% 453
2021
Q4 		$345K Buy
13,710
+1,970
+17% +$50.3K 0.01% 407
2021
Q3 		$298K Sell
11,740
-2,136
-15% -$55.3K 0.03% 203
2021
Q2 		$359K Buy
13,876
+136
+1% +$3.6K 0.01% 338
2021
Q1 		$350K Buy
13,740
+30
+0.2% +$746 0.01% 308
2020
Q4 		$324K Hold
13,710
– – 0.01% 310
2020
Q3 		$277K Buy
13,710
+334
+2% +$6.91K 0.01% 306
2020
Q2 		$267K Sell
13,376
-496
-4% -$9.46K 0.02% 305
2020
Q1 		$248K Sell
13,872
-5,156
-27% -$115K 0.02% 297
2019
Q4 		$475K Sell
19,028
-598
-3% -$14.7K 0.03% 229
2019
Q3 		$465K Hold
19,626
– – 0.03% 204
2019
Q2 		$472K Sell
19,626
-7,712
-28% -$188K 0.04% 200
2019
Q1 		$668K Sell
27,338
-1,192
-4% -$28.7K 0.05% 152
2018
Q4 		$645K Buy
28,530
+496
+2% +$12K 0.07% 127
2018
Q3 		$728K Hold
28,034
– – 0.07% 129
2018
Q2 		$720K Sell
28,034
-2,602
-8% -$71K 0.08% 126
2018
Q1 		$836K Sell
30,636
-2,474
-7% -$69.5K 0.09% 119
2017
Q4 		$914K Hold
33,110
– – 0.1% 117
2017
Q3 		$904K Sell
33,110
-20,226
-38% -$537K 0.11% 114
2017
Q2 		$1.38M Sell
53,336
-828
-2% -$21.4K 0.17% 94
2017
Q1 		$1.36M Sell
54,164
-2,508
-4% -$61.6K 0.17% 91
2016
Q4 		$1.34M Buy
56,672
+2,830
+5% +$65.8K 0.19% 83
2016
Q3 		$1.24M Sell
53,842
-14,602
-21% -$328K 0.23% 71
2016
Q2 		$1.47M Buy
68,444
+256
+0.4% +$5.77K 0.41% 56
2016
Q1 		$1.53M Sell
68,188
-14,298
-17% -$309K 0.49% 46
2015
Q4 		$1.92M Sell
82,486
-338,854
-80% -$8.18M 0.77% 29
2015
Q3 		$9.8M Buy
421,340
+45,486
+12% +$1.15M 4.24% 3
2015
Q2 		$9.8M Buy
375,854
+88,728
+31% +$2.45M 4.15% 4
2015
Q1 		$7.65M Buy
+287,126
New +$7.53M 3.5% 4
2014
Q1 		– Sell
-13,338
Closed -$381K – 157
2013
Q4 		$381K Buy
+13,338
New +$373K 0.32% 84

Other funds holding EFV

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Dynasty Wealth Management
Dynasty Wealth Management St. Petersburg, Florida $13B AUM 12.52% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $94.1B AUM 31.13% 1-Year Est. Return
Park Avenue Securities
Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return
RiverFront Investment Group
RiverFront Investment Group Richmond, Virginia $8.06B AUM 17.38% 1-Year Est. Return

Sequoia Financial Advisors's EFV Position: Q3 2026 in Review

Sequoia Financial Advisors increased its iShares MSCI EAFE Value ETF (EFV) stake by 10% in Q3 2026, buying an estimated $1.68M and bringing the position to 449,056 shares worth $17.8M. The position accounts for 0.08% of the portfolio, ranked #159.

Sequoia Financial Advisors first reported a position in EFV in Q4 2013 and has held it in 48 quarters since. The position peaked at $23.4M in Q4 2024. 1,158 funds tracked by Wall St. Rank hold EFV as of Q3 2026.

  • Sequoia Financial Advisors held 449,056 shares of iShares MSCI EAFE Value ETF worth $17.8M as of Q3 2026.
  • Sequoia Financial Advisors bought 41,702 iShares MSCI EAFE Value ETF shares in Q3 2026, an estimated $1.68M.
  • iShares MSCI EAFE Value ETF made up 0.08% of Sequoia Financial Advisors's portfolio in Q3 2026, its #159 holding.
  • Sequoia Financial Advisors first reported a position in iShares MSCI EAFE Value ETF in Q4 2013 and has held it in 48 quarters since.
  • Sequoia Financial Advisors's iShares MSCI EAFE Value ETF position peaked at $23.4M in Q4 2024.
  • 1,158 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q3 2026.

Based on Sequoia Financial Advisors's 13F filing for Q3 2026, filed 13 Nov 2026.