Simon Quick Advisors
EFV icon

Simon Quick Advisors’s iShares MSCI EAFE Value ETF EFV Stock Holding History

Simon Quick Advisors’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 		$273K Hold
3,454
– – 0.01% 383
2026
Q2 		$264K Hold
3,454
– – 0.01% 352
2026
Q1 		$257K Buy
+3,454
New +$260K 0.01% 331
2025
Q2 		– Sell
-3,456
Closed -$204K – 440
2025
Q1 		$204K Buy
+3,456
New +$196K 0.01% 558
2018
Q2 		– Sell
-163
Closed -$9K – 357
2018
Q1 		$9K Buy
+163
New +$9.15K ﹤0.01% 241
2017
Q4 		– Sell
-163
Closed -$9K – 476
2017
Q3 		$9K Buy
+163
New +$8.65K ﹤0.01% 432

Other funds holding EFV

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
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

Simon Quick Advisors's EFV Position: Q3 2026 in Review

Simon Quick Advisors held its iShares MSCI EAFE Value ETF (EFV) position steady in Q3 2026 at 3,454 shares worth $273K. The position accounts for 0.01% of the portfolio, ranked #383.

Simon Quick Advisors first reported a position in EFV in Q3 2017 and has held it in 6 quarters since. 503 funds tracked by Wall St. Rank hold EFV as of Q3 2026.

  • Simon Quick Advisors held 3,454 shares of iShares MSCI EAFE Value ETF worth $273K as of Q3 2026.
  • Simon Quick Advisors left its iShares MSCI EAFE Value ETF share count unchanged in Q3 2026.
  • iShares MSCI EAFE Value ETF made up 0.01% of Simon Quick Advisors's portfolio in Q3 2026, its #383 holding.
  • Simon Quick Advisors first reported a position in iShares MSCI EAFE Value ETF in Q3 2017 and has held it in 6 quarters since.
  • 503 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q3 2026.

Based on Simon Quick Advisors's 13F filing for Q3 2026, filed 26 Oct 2026.