SigFig Wealth Management’s iShares MSCI EAFE Value ETF EFV Stock Holding History

SigFig Wealth Management’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	$3.36M	Sell	42,505 -1,315	-3%	-$106K	0.08%	67
2026 Q2	$3.36M	Sell	43,820 -64,856	-60%	-$5.02M	0.09%	65
2026 Q1	$8.08M	Sell	108,676 -9,592	-8%	-$721K	0.24%	35
2025 Q4	$8.45M	Sell	118,268 -8,067	-6%	-$561K	0.25%	45
2025 Q3	$8.54M	Sell	126,335 -25,789	-17%	-$1.7M	0.26%	44
2025 Q2	$9.66M	Buy	152,124 +44,345	+41%	+$2.71M	0.32%	42
2025 Q1	$6.41M	Sell	107,779 -26,428	-20%	-$1.5M	0.23%	45
2024 Q4	$7.03M	Buy	134,207 +21,213	+19%	+$1.16M	0.25%	42
2024 Q3	$6.54M	Buy	112,994 +63,225	+127%	+$3.49M	0.24%	47
2024 Q2	$2.64M	Sell	49,769 -30,411	-38%	-$1.65M	0.1%	69
2024 Q1	$4.36M	Sell	80,180 -32,411	-29%	-$1.69M	0.16%	55
2023 Q4	$5.87M	Sell	112,591 -12,810	-10%	-$634K	0.22%	47
2023 Q3	$6.14M	Buy	125,401 +36,000	+40%	+$1.78M	0.25%	42
2023 Q2	$4.33M	Buy	89,401 +2,353	+3%	+$116K	0.17%	57
2023 Q1	$4.22M	Sell	87,048 -29,838	-26%	-$1.44M	0.23%	53
2022 Q4	$6.17M	Buy	116,886 +16,085	+16%	+$698K	0.31%	36
2022 Q3	$6.06M	Sell	100,801 -13,515	-12%	-$576K	0.32%	35
2022 Q2	$5.73M	Buy	114,316 +19,829	+21%	+$944K	0.3%	37
2022 Q1	$5.09M	Sell	94,487 -1,287	-1%	-$65.4K	0.24%	40
2021 Q4	$4.69M	Buy	95,774 +15,843	+20%	+$809K	0.22%	41
2021 Q3	$4.06M	Buy	79,931 +2,350	+3%	+$122K	0.2%	40
2021 Q2	$4.02M	Buy	77,581 +22,387	+41%	+$1.18M	0.21%	40
2021 Q1	$2.81M	Buy	+55,194	New	+$2.74M	0.17%	41

Other funds holding EFV

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return

Hamilton Capital Columbus, Ohio $1.78B AUM 13.07% 1-Year Est. Return

WFPG

Waller Financial Planning Group Columbus, Ohio $493M AUM 11.61% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

ACA

Affinity Capital Advisors Berkeley, California $856M AUM 17.43% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

ICMP

Integrated Capital Management (Pennsylvania) Jessup, Pennsylvania $139M AUM 11.73% 1-Year Est. Return

SWA

Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.73% 1-Year Est. Return

SFG

Shum Financial Group Alameda, California $174M AUM 19.39% 1-Year Est. Return

RFA

RTD Financial Advisors Philadelphia, Pennsylvania $914M AUM 11.18% 1-Year Est. Return

SigFig Wealth Management's EFV Position: Q3 2026 in Review

SigFig Wealth Management reduced its iShares MSCI EAFE Value ETF (EFV) stake by 3% in Q3 2026, selling an estimated $106K and leaving 42,505 shares worth $3.36M. The position accounts for 0.08% of the portfolio, ranked #67.

SigFig Wealth Management first reported a position in EFV in Q1 2021 and has held it in 23 quarters since. The position peaked at $9.66M in Q2 2025. 142 funds tracked by Wall St. Rank hold EFV as of Q3 2026.

SigFig Wealth Management held 42,505 shares of iShares MSCI EAFE Value ETF worth $3.36M as of Q3 2026.
SigFig Wealth Management sold 1,315 iShares MSCI EAFE Value ETF shares in Q3 2026, an estimated $106K.
iShares MSCI EAFE Value ETF made up 0.08% of SigFig Wealth Management's portfolio in Q3 2026, its #67 holding.
SigFig Wealth Management first reported a position in iShares MSCI EAFE Value ETF in Q1 2021 and has held it in 23 quarters since.
SigFig Wealth Management's iShares MSCI EAFE Value ETF position peaked at $9.66M in Q2 2025.
142 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q3 2026.

Based on SigFig Wealth Management's 13F filing for Q3 2026, filed 7 Oct 2026.