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 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

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 $6.82B 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 $59.6B 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