Sigma Planning Corp
EFV icon

Sigma Planning Corp’s iShares MSCI EAFE Value ETF EFV Stock Holding History

Sigma Planning Corp’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 		$1.6M Sell
20,419
-3,526
-15% -$284K 0.04% 417
2026
Q2 		$1.83M Sell
23,945
-10,335
-30% -$800K 0.05% 391
2026
Q1 		$2.55M Sell
34,280
-1,428
-4% -$107K 0.07% 293
2025
Q4 		$2.55M Sell
35,708
-366
-1% -$25.4K 0.07% 282
2025
Q3 		$2.45M Sell
36,074
-5,535
-13% -$365K 0.07% 278
2025
Q2 		$2.64M Buy
41,609
+11,087
+36% +$678K 0.08% 246
2025
Q1 		$1.8M Sell
30,522
-3,070
-9% -$174K 0.06% 309
2024
Q4 		$1.76M Buy
33,592
+11,048
+49% +$605K 0.06% 320
2024
Q3 		$1.3M Sell
22,544
-3,960
-15% -$219K 0.04% 408
2024
Q2 		$1.41M Sell
26,504
-12,075
-31% -$656K 0.04% 377
2024
Q1 		$2.1M Buy
38,579
+20,720
+116% +$1.08M 0.07% 303
2023
Q4 		$930K Sell
17,859
-28,096
-61% -$1.39M 0.07% 285
2023
Q3 		$2.25M Buy
45,955
+14,769
+47% +$732K 0.08% 249
2023
Q2 		$1.53M Sell
31,186
-5,587
-15% -$275K 0.05% 338
2023
Q1 		$1.78M Sell
36,773
-1,126
-3% -$54.5K 0.06% 329
2022
Q4 		$1.74M Buy
37,899
+1,549
+4% +$67.2K 0.06% 315
2022
Q3 		$1.4M Sell
36,350
-27,962
-43% -$1.19M 0.05% 345
2022
Q2 		$2.79M Sell
64,312
-34,012
-35% -$1.62M 0.1% 209
2022
Q1 		$4.94M Buy
98,324
+21,511
+28% +$1.09M 0.15% 147
2021
Q4 		$3.87M Buy
76,813
+10,234
+15% +$522K 0.11% 196
2021
Q3 		$3.39M Buy
66,579
+8,987
+16% +$466K 0.1% 217
2021
Q2 		$2.98M Buy
57,592
+21,483
+59% +$1.14M 0.09% 246
2021
Q1 		$1.84M Buy
+36,109
New +$1.8M 0.06% 331
2017
Q4 		– Sell
-5,591
Closed -$305K – 863
2017
Q3 		$305K Sell
5,591
-160,024
-97% -$8.5M 0.03% 599
2017
Q2 		$8.56M Buy
165,615
+97
+0.1% +$5.02K 0.8% 17
2017
Q1 		$8.33M Buy
+165,518
New +$8.13M 0.81% 16

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Auto-Owners Insurance
Auto-Owners Insurance Lansing, Michigan $3.2B AUM 21.13% 1-Year Est. Return
Signature Estate & Investment Advisors
Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return
Hamilton Capital
Hamilton Capital Columbus, Ohio $1.78B AUM 13.07% 1-Year Est. Return
OpenArc Corporate Advisory
OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return
Empirical Wealth Management
Empirical Wealth Management Seattle, Washington $7.38B AUM 22.9% 1-Year Est. Return
Sagespring Wealth Partners
Sagespring Wealth Partners Franklin, Tennessee $6.71B AUM 16.81% 1-Year Est. Return
Aspiriant LLC
Aspiriant LLC Los Angeles, California $4.08B AUM 12.02% 1-Year Est. Return
Financial Synergies Wealth Advisors
Financial Synergies Wealth Advisors Houston, Texas $1.22B AUM 22.8% 1-Year Est. Return
SoFi Wealth
SoFi Wealth San Francisco, California $2.59B AUM 14.4% 1-Year Est. Return

Sigma Planning Corp's EFV Position: Q3 2026 in Review

Sigma Planning Corp reduced its iShares MSCI EAFE Value ETF (EFV) stake by 15% in Q3 2026, selling an estimated $284K and leaving 20,419 shares worth $1.6M. The position accounts for 0.04% of the portfolio, ranked #417.

Sigma Planning Corp first reported a position in EFV in Q1 2017 and has held it in 26 quarters since. The position peaked at $8.56M in Q2 2017. 473 funds tracked by Wall St. Rank hold EFV as of Q3 2026.

  • Sigma Planning Corp held 20,419 shares of iShares MSCI EAFE Value ETF worth $1.6M as of Q3 2026.
  • Sigma Planning Corp sold 3,526 iShares MSCI EAFE Value ETF shares in Q3 2026, an estimated $284K.
  • iShares MSCI EAFE Value ETF made up 0.04% of Sigma Planning Corp's portfolio in Q3 2026, its #417 holding.
  • Sigma Planning Corp first reported a position in iShares MSCI EAFE Value ETF in Q1 2017 and has held it in 26 quarters since.
  • Sigma Planning Corp's iShares MSCI EAFE Value ETF position peaked at $8.56M in Q2 2017.
  • 473 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q3 2026.

Based on Sigma Planning Corp's 13F filing for Q3 2026, filed 23 Oct 2026.