Tranquility Partners’s iShares MSCI EAFE Value ETF EFV Stock Holding History

Tranquility Partners’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	–	Sell	-7,293	Closed	-$558K	–	228
2026 Q2	$558K	Hold	7,293	–	–	0.19%	124
2026 Q1	$542K	Hold	7,293	–	–	0.2%	116
2025 Q4	$521K	Hold	7,293	–	–	0.19%	123
2025 Q3	$495K	Hold	7,293	–	–	0.17%	139
2025 Q2	$463K	Hold	7,293	–	–	0.17%	142
2025 Q1	$430K	Sell	7,293 -701	-9%	-$39.7K	0.17%	141
2024 Q4	$419K	Hold	7,994	–	–	0.16%	143
2024 Q3	$460K	Hold	7,994	–	–	0.17%	134
2024 Q2	$424K	Hold	7,994	–	–	0.16%	139
2024 Q1	$435K	Buy	7,994 +292	+4%	+$15.2K	0.17%	138
2023 Q4	$401K	Sell	7,702 -1,402	-15%	-$69.4K	0.17%	135
2023 Q3	$445K	Buy	9,104 +1,402	+18%	+$69.4K	0.19%	126
2023 Q2	$377K	Hold	7,702	–	–	0.16%	141
2023 Q1	$374K	Hold	7,702	–	–	0.18%	139
2022 Q4	$353K	Sell	7,702 -506	-6%	-$22K	0.18%	133
2022 Q3	$316K	Sell	8,208 -120	-1%	-$5.12K	0.18%	130
2022 Q2	$361K	Sell	8,328 -2,921	-26%	-$139K	0.19%	134
2022 Q1	$565K	Hold	11,249	–	–	0.26%	104
2021 Q4	$567K	Buy	11,249 +13	+0.1%	+$664	0.26%	101
2021 Q3	$571K	Buy	11,236 +3,534	+46%	+$183K	0.29%	96
2021 Q2	$399K	Hold	7,702	–	–	0.22%	121
2021 Q1	$393K	Hold	7,702	–	–	0.24%	116
2020 Q4	$364K	Hold	7,702	–	–	0.26%	104
2020 Q3	$311K	Hold	7,702	–	–	0.26%	98
2020 Q2	$308K	Hold	7,702	–	–	0.29%	104
2020 Q1	$275K	Buy	+7,702	New	+$343K	0.32%	95

Other funds holding EFV

Auto-Owners Insurance Lansing, Michigan $3.2B AUM 21.13% 1-Year Est. Return

Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return

Hamilton Capital Columbus, Ohio $1.78B AUM 13.07% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.08B AUM 12.02% 1-Year Est. Return

Financial Synergies Wealth Advisors Houston, Texas $1.22B AUM 22.8% 1-Year Est. Return

JB Capital Wethersfield, Connecticut $2.93B AUM 20.02% 1-Year Est. Return

WFPG

Waller Financial Planning Group Columbus, Ohio $493M AUM 11.61% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Affinity Capital Advisors Berkeley, California $856M AUM 17.43% 1-Year Est. Return

Tranquility Partners's EFV Position: Q3 2026 in Review

Tranquility Partners sold out of iShares MSCI EAFE Value ETF (EFV) in Q3 2026, closing a stake of 7,293 shares — an estimated $558K sold.

Tranquility Partners first reported a position in EFV in Q1 2020 and held it in 26 quarters. The position peaked at $571K in Q3 2021. 270 funds tracked by Wall St. Rank hold EFV as of Q3 2026.

Tranquility Partners reported no remaining iShares MSCI EAFE Value ETF position as of Q3 2026 after selling out during the quarter.
Tranquility Partners sold 7,293 iShares MSCI EAFE Value ETF shares in Q3 2026, an estimated $558K.
Tranquility Partners first reported a position in iShares MSCI EAFE Value ETF in Q1 2020 and held it in 26 quarters.
Tranquility Partners's iShares MSCI EAFE Value ETF position peaked at $571K in Q3 2021.
270 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q3 2026.

Based on Tranquility Partners's 13F filing for Q3 2026, filed 20 Oct 2026.