Squire Investment Management Company’s iShares MSCI EAFE Value ETF EFV Stock Holding History

Squire Investment Management Company’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	$476K	Hold	6,222	–	–	0.11%	59
2026 Q1	$463K	Hold	6,222	–	–	0.13%	53
2025 Q4	$444K	Sell	6,222 -622	-9%	-$43.2K	0.13%	54
2025 Q3	$464K	Hold	6,844	–	–	0.15%	52
2025 Q2	$434K	Sell	6,844 -2,579	-27%	-$158K	0.16%	52
2025 Q1	$555K	Sell	9,423 -1,000	-10%	-$56.6K	0.23%	45
2024 Q4	$547K	Sell	10,423 -2,988	-22%	-$164K	0.24%	48
2024 Q3	$772K	Hold	13,411	–	–	0.37%	36
2024 Q2	$711K	Sell	13,411 -553	-4%	-$30.1K	0.4%	34
2024 Q1	$760K	Sell	13,964 -64	-0.5%	-$3.34K	0.48%	30
2023 Q4	$731K	Buy	+14,028	New	+$694K	0.6%	25

Other funds holding EFV

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

AOI

Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

OCA

OpenArc Corporate Advisory Atlanta, Georgia $8.41B AUM

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

Squire Investment Management Company's EFV Position: Q2 2026 in Review

Squire Investment Management Company held its iShares MSCI EAFE Value ETF (EFV) position steady in Q2 2026 at 6,222 shares worth $476K. The position accounts for 0.11% of the portfolio, ranked #59.

Squire Investment Management Company first reported a position in EFV in Q4 2023 and has held it in 11 quarters since. The position peaked at $772K in Q3 2024. 833 funds tracked by Wall St. Rank hold EFV as of Q2 2026.

Squire Investment Management Company held 6,222 shares of iShares MSCI EAFE Value ETF worth $476K as of Q2 2026.
Squire Investment Management Company left its iShares MSCI EAFE Value ETF share count unchanged in Q2 2026.
iShares MSCI EAFE Value ETF made up 0.11% of Squire Investment Management Company's portfolio in Q2 2026, its #59 holding.
Squire Investment Management Company first reported a position in iShares MSCI EAFE Value ETF in Q4 2023 and has held it in 11 quarters since.
Squire Investment Management Company's iShares MSCI EAFE Value ETF position peaked at $772K in Q3 2024.
833 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q2 2026.

Based on Squire Investment Management Company's 13F filing for Q2 2026, filed 28 Jul 2026.