SignatureFD
EFV icon

SignatureFD’s iShares MSCI EAFE Value ETF EFV Stock Holding History

SignatureFD’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 		$105K Buy
2,652
+260
+11% +$10.5K ﹤0.01% 1516
2026
Q2 		$91.6K Buy
2,392
+880
+58% +$34.1K ﹤0.01% 1498
2026
Q1 		$56.2K Buy
1,512
+1,028
+212% +$38.6K ﹤0.01% 1662
2025
Q4 		$17.3K Hold
484
– – ﹤0.01% 2184
2025
Q3 		$16.4K Sell
484
-412
-46% -$13.6K ﹤0.01% 2201
2025
Q2 		$28.5K Buy
896
+82
+10% +$2.51K ﹤0.01% 1891
2025
Q1 		$24K Buy
814
+54
+7% +$1.53K ﹤0.01% 1973
2024
Q4 		$19.9K Sell
760
-378
-33% -$10.4K ﹤0.01% 2061
2024
Q3 		$32.7K Sell
1,138
-376
-25% -$10.4K ﹤0.01% 1814
2024
Q2 		$40.2K Buy
1,514
+402
+36% +$10.9K ﹤0.01% 1621
2024
Q1 		$30.2K Buy
1,112
+212
+24% +$5.53K ﹤0.01% 1795
2023
Q4 		$23.4K Sell
900
-104
-10% -$2.57K ﹤0.01% 1847
2023
Q3 		$24.6K Buy
1,004
+636
+173% +$15.8K ﹤0.01% 1750
2023
Q2 		$9K Buy
368
+56
+18% +$1.38K ﹤0.01% 2281
2023
Q1 		$7.57K Hold
312
– – ﹤0.01% 2334
2022
Q4 		$7.16K Sell
312
-242
-44% -$5.25K ﹤0.01% 2290
2022
Q3 		$11K Sell
554
-4,188
-88% -$89.3K ﹤0.01% 2029
2022
Q2 		$103K Buy
4,742
+3,290
+227% +$78.3K ﹤0.01% 974
2022
Q1 		$36K Buy
1,452
+360
+33% +$9.15K ﹤0.01% 1529
2021
Q4 		$28K Sell
1,092
-576
-35% -$14.7K ﹤0.01% 1616
2021
Q3 		$42K Buy
1,668
+1,452
+672% +$37.6K ﹤0.01% 1398
2021
Q2 		$6K Buy
216
+28
+15% +$741 ﹤0.01% 2199
2021
Q1 		$5K Sell
188
-34
-15% -$845 ﹤0.01% 2126
2020
Q4 		$5K Buy
+222
New +$4.89K ﹤0.01% 1945
2020
Q1 		– Sell
-114
Closed -$3K – 2321
2019
Q4 		$3K Hold
114
– – ﹤0.01% 1769
2019
Q3 		$3K Buy
+114
New +$2.66K ﹤0.01% 1714
2019
Q1 		– Sell
-1,118
Closed -$25K – 1991
2018
Q4 		$25K Buy
+1,118
New +$26.9K ﹤0.01% 1070

Other funds holding EFV

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
Park Avenue Securities
Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return
Auto-Owners Insurance
Auto-Owners Insurance Lansing, Michigan $3.2B AUM 21.13% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 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 13.06% 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

SignatureFD's EFV Position: Q3 2026 in Review

SignatureFD increased its iShares MSCI EAFE Value ETF (EFV) stake by 11% in Q3 2026, buying an estimated $10.5K and bringing the position to 2,652 shares worth $105K. The position accounts for ﹤0.01% of the portfolio, ranked #1516.

SignatureFD first reported a position in EFV in Q4 2018 and has held it in 27 quarters since. 788 funds tracked by Wall St. Rank hold EFV as of Q3 2026.

  • SignatureFD held 2,652 shares of iShares MSCI EAFE Value ETF worth $105K as of Q3 2026.
  • SignatureFD bought 260 iShares MSCI EAFE Value ETF shares in Q3 2026, an estimated $10.5K.
  • iShares MSCI EAFE Value ETF made up ﹤0.01% of SignatureFD's portfolio in Q3 2026, its #1516 holding.
  • SignatureFD first reported a position in iShares MSCI EAFE Value ETF in Q4 2018 and has held it in 27 quarters since.
  • 788 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q3 2026.

Based on SignatureFD's 13F filing for Q3 2026, filed 23 Oct 2026.