Sequoia Financial Advisors’s Sequoia Global Value ETF SFGV Stock Holding History

Sequoia Financial Advisors’s Portfolio SFGV Stock Details SFGV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.1B	Sell	31,470,764 -359,363	-1%	-$12.4M	5.5%	2
2026 Q1	$1.04B	Buy	31,830,127 +42,164	+0.1%	+$1.41M	5.84%	2
2025 Q4	$1B	Sell	31,787,963 -342,820	-1%	-$10.8M	5.6%	2
2025 Q3	$999M	Sell	32,130,783 -1,596,347	-5%	-$48.3M	6.07%	2
2025 Q2	$987M	Buy	33,727,130 +107,581	+0.3%	+$3M	6.75%	2
2025 Q1	$935M	Buy	+33,619,549	New	+$940M	7.2%	2

Other funds holding SFGV

SlateStone Wealth Jupiter, Florida $1.31B AUM 26.51% 1-Year Est. Return

Sequoia Financial Advisors's SFGV Position: Q2 2026 in Review

Sequoia Financial Advisors reduced its Sequoia Global Value ETF (SFGV) stake by 1.1% in Q2 2026, selling an estimated $12.4M and leaving 31,470,764 shares worth $1.1B. The position accounts for 5.5% of the portfolio, ranked #2.

Sequoia Financial Advisors first reported a position in SFGV in Q1 2025 and has held it in 6 quarters since. 2 funds tracked by Wall St. Rank hold SFGV as of Q2 2026.

Sequoia Financial Advisors held 31,470,764 shares of Sequoia Global Value ETF worth $1.1B as of Q2 2026.
Sequoia Financial Advisors sold 359,363 Sequoia Global Value ETF shares in Q2 2026, an estimated $12.4M.
Sequoia Global Value ETF made up 5.5% of Sequoia Financial Advisors's portfolio in Q2 2026, its #2 holding.
Sequoia Financial Advisors first reported a position in Sequoia Global Value ETF in Q1 2025 and has held it in 6 quarters since.
2 funds tracked by Wall St. Rank held Sequoia Global Value ETF as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.