TF
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Tompkins Financial’s iShares MSCI EAFE Value ETF EFV Stock Holding History

Tompkins 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 		$116K Buy
1,467
+822
+127% +$66.2K 0.01% 258
2026
Q2 		$49.4K Sell
645
-5
-0.8% -$387 ﹤0.01% 339
2026
Q1 		$48.3K Sell
650
-133
-17% -$10K ﹤0.01% 325
2025
Q4 		$55.9K Buy
783
+133
+20% +$9.24K ﹤0.01% 296
2025
Q3 		$44.1K Sell
650
-1
-0.2% -$66 ﹤0.01% 332
2025
Q2 		$41.3K Hold
651
– – ﹤0.01% 336
2025
Q1 		$38.4K Sell
651
-2
-0.3% -$113 ﹤0.01% 349
2024
Q4 		$34.3K Buy
653
+15
+2% +$821 ﹤0.01% 353
2024
Q3 		$36.7K Sell
638
-102
-14% -$5.63K ﹤0.01% 369
2024
Q2 		$39.2K Buy
740
+414
+127% +$22.5K ﹤0.01% 370
2024
Q1 		$17.7K Sell
326
-198
-38% -$10.3K ﹤0.01% 447
2023
Q4 		$27.3K Buy
524
+196
+60% +$9.7K ﹤0.01% 399
2023
Q3 		$16K Hold
328
– – ﹤0.01% 422
2023
Q2 		$16.1K Sell
328
-225
-41% -$11.1K ﹤0.01% 433
2023
Q1 		$26.8K Buy
553
+220
+66% +$10.6K ﹤0.01% 393
2022
Q4 		$16K Hold
333
– – ﹤0.01% 431
2022
Q3 		$13K Hold
333
– – ﹤0.01% 454
2022
Q2 		$15K Hold
333
– – ﹤0.01% 433
2022
Q1 		$17K Buy
333
+16
+5% +$813 ﹤0.01% 442
2021
Q4 		$16K Hold
317
– – ﹤0.01% 272
2021
Q3 		$16K Buy
+317
New +$16.4K ﹤0.01% 295

Other funds holding EFV

HC
Hamilton Capital Columbus, Ohio $1.78B AUM 13.07% 1-Year Est. Return
WFPG
Waller Financial Planning Group Columbus, Ohio $493M AUM 11.61% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
ICMP
Integrated Capital Management (Pennsylvania) Jessup, Pennsylvania $139M AUM 11.73% 1-Year Est. Return
RFA
RTD Financial Advisors Philadelphia, Pennsylvania $914M AUM 11.18% 1-Year Est. Return
CPBTD
Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
MBT
Montecito Bank & Trust Santa Barbara, California $660M AUM 18.73% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return

Tompkins Financial's EFV Position: Q3 2026 in Review

Tompkins Financial increased its iShares MSCI EAFE Value ETF (EFV) stake by 127% in Q3 2026, buying an estimated $66.2K and bringing the position to 1,467 shares worth $116K. The position accounts for 0.01% of the portfolio, ranked #258.

Tompkins Financial first reported a position in EFV in Q3 2021 and has held it in 21 quarters since. 63 funds tracked by Wall St. Rank hold EFV as of Q3 2026.

  • Tompkins Financial held 1,467 shares of iShares MSCI EAFE Value ETF worth $116K as of Q3 2026.
  • Tompkins Financial bought 822 iShares MSCI EAFE Value ETF shares in Q3 2026, an estimated $66.2K.
  • iShares MSCI EAFE Value ETF made up 0.01% of Tompkins Financial's portfolio in Q3 2026, its #258 holding.
  • Tompkins Financial first reported a position in iShares MSCI EAFE Value ETF in Q3 2021 and has held it in 21 quarters since.
  • 63 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q3 2026.

Based on Tompkins Financial's 13F filing for Q3 2026, filed 5 Oct 2026.