TC
EFV icon

Trust Company’s iShares MSCI EAFE Value ETF EFV Stock Holding History

Trust 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
Q3 		$11.6K Buy
147
+19
+15% +$1.53K ﹤0.01% 429
2026
Q2 		$9.8K Hold
128
– – ﹤0.01% 434
2026
Q1 		$9.52K Hold
128
– – ﹤0.01% 436
2025
Q4 		$9.14K Hold
128
– – ﹤0.01% 441
2025
Q3 		$8.68K Hold
128
– – ﹤0.01% 329
2025
Q2 		$8.13K Hold
128
– – ﹤0.01% 332
2025
Q1 		$7.54K Hold
128
– – ﹤0.01% 352
2024
Q4 		$6.72K Hold
128
– – ﹤0.01% 331
2024
Q3 		$7.36K Buy
+128
New +$7.07K ﹤0.01% 302

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

Trust Company's EFV Position: Q3 2026 in Review

Trust Company increased its iShares MSCI EAFE Value ETF (EFV) stake by 15% in Q3 2026, buying an estimated $1.53K and bringing the position to 147 shares worth $11.6K. The position accounts for ﹤0.01% of the portfolio, ranked #429.

Trust Company first reported a position in EFV in Q3 2024 and has held it in 9 quarters since. 70 funds tracked by Wall St. Rank hold EFV as of Q3 2026.

  • Trust Company held 147 shares of iShares MSCI EAFE Value ETF worth $11.6K as of Q3 2026.
  • Trust Company bought 19 iShares MSCI EAFE Value ETF shares in Q3 2026, an estimated $1.53K.
  • iShares MSCI EAFE Value ETF made up ﹤0.01% of Trust Company's portfolio in Q3 2026, its #429 holding.
  • Trust Company first reported a position in iShares MSCI EAFE Value ETF in Q3 2024 and has held it in 9 quarters since.
  • 70 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q3 2026.

Based on Trust Company's 13F filing for Q3 2026, filed 9 Oct 2026.