Stage Harbor Financial
EFV icon

Stage Harbor Financial’s iShares MSCI EAFE Value ETF EFV Stock Holding History

Stage Harbor Financial’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 		$7.27M Sell
183,836
-1,376
-0.7% -$55.4K 4.13% 5
2026
Q2 		$7.09M Sell
185,212
-62
-0% -$2.4K 4.1% 5
2026
Q1 		$6.89M Sell
185,274
-314
-0.2% -$11.8K 4.57% 4
2025
Q4 		$6.63M Sell
185,588
-3,846
-2% -$134K 4.47% 4
2025
Q3 		$6.42M Sell
189,434
-198
-0.1% -$6.52K 4.7% 4
2025
Q2 		$6.02M Sell
189,632
-3,030
-2% -$92.7K 4.89% 4
2025
Q1 		$5.68M Buy
192,662
+15,684
+9% +$444K 4.81% 5
2024
Q4 		$4.64M Buy
176,978
+2,742
+2% +$75.1K 4.04% 7
2024
Q3 		$4.93M Sell
174,236
-4,712
-3% -$130K 4.49% 7
2024
Q2 		$4.75M Sell
178,948
-1,236
-0.7% -$33.6K 4.58% 6
2024
Q1 		$4.9M Sell
180,184
-784
-0.4% -$20.5K 4.46% 6
2023
Q4 		$4.71M Buy
+180,968
New +$4.48M 4.54% 7

Other funds holding EFV

US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 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
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
Savant Capital
Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Stage Harbor Financial's EFV Position: Q3 2026 in Review

Stage Harbor Financial reduced its iShares MSCI EAFE Value ETF (EFV) stake by 0.74% in Q3 2026, selling an estimated $55.4K and leaving 183,836 shares worth $7.27M. The position accounts for 4.13% of the portfolio, ranked #5.

Stage Harbor Financial first reported a position in EFV in Q4 2023 and has held it in 12 quarters since. 757 funds tracked by Wall St. Rank hold EFV as of Q3 2026.

  • Stage Harbor Financial held 183,836 shares of iShares MSCI EAFE Value ETF worth $7.27M as of Q3 2026.
  • Stage Harbor Financial sold 1,376 iShares MSCI EAFE Value ETF shares in Q3 2026, an estimated $55.4K.
  • iShares MSCI EAFE Value ETF made up 4.13% of Stage Harbor Financial's portfolio in Q3 2026, its #5 holding.
  • Stage Harbor Financial first reported a position in iShares MSCI EAFE Value ETF in Q4 2023 and has held it in 12 quarters since.
  • 757 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q3 2026.

Based on Stage Harbor Financial's 13F filing for Q3 2026, filed 3 Nov 2026.