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Toth Financial Advisory’s iShares MSCI EAFE Value ETF EFV Stock Holding History

Toth Financial Advisory’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 		$24.2K Hold
306
– – ﹤0.01% 484
2026
Q2 		$23.4K Hold
306
– – ﹤0.01% 487
2026
Q1 		$22.8K Sell
306
-508
-62% -$38.2K ﹤0.01% 475
2025
Q4 		$58.1K Buy
814
+508
+166% +$35.3K 0.01% 331
2025
Q3 		$20.8K Hold
306
– – ﹤0.01% 465
2025
Q2 		$19.4K Hold
306
– – ﹤0.01% 434
2025
Q1 		$18K Hold
306
– – ﹤0.01% 409
2024
Q4 		$16.1K Hold
306
– – ﹤0.01% 418
2024
Q3 		$17.6K Buy
+306
New +$16.9K ﹤0.01% 403
2023
Q3 		– Sell
-276
Closed -$13.5K – 785
2023
Q2 		$13.5K Buy
+276
New +$13.6K ﹤0.01% 435

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

Toth Financial Advisory's EFV Position: Q3 2026 in Review

Toth Financial Advisory held its iShares MSCI EAFE Value ETF (EFV) position steady in Q3 2026 at 306 shares worth $24.2K. The position accounts for ﹤0.01% of the portfolio, ranked #484.

Toth Financial Advisory first reported a position in EFV in Q2 2023 and has held it in 10 quarters since. The position peaked at $58.1K in Q4 2025. 65 funds tracked by Wall St. Rank hold EFV as of Q3 2026.

  • Toth Financial Advisory held 306 shares of iShares MSCI EAFE Value ETF worth $24.2K as of Q3 2026.
  • Toth Financial Advisory left its iShares MSCI EAFE Value ETF share count unchanged in Q3 2026.
  • iShares MSCI EAFE Value ETF made up ﹤0.01% of Toth Financial Advisory's portfolio in Q3 2026, its #484 holding.
  • Toth Financial Advisory first reported a position in iShares MSCI EAFE Value ETF in Q2 2023 and has held it in 10 quarters since.
  • Toth Financial Advisory's iShares MSCI EAFE Value ETF position peaked at $58.1K in Q4 2025.
  • 65 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q3 2026.

Based on Toth Financial Advisory's 13F filing for Q3 2026, filed 8 Oct 2026.