VisionPoint Advisory Group’s iShares MSCI EAFE Value ETF EFV Stock Holding History

VisionPoint Advisory Group’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	$1.54M	Buy	19,454 +6,072	+45%	+$489K	0.24%	88
2026 Q2	$1.02M	Buy	13,382 +7,686	+135%	+$595K	0.17%	141
2026 Q1	$423K	Sell	5,696 -5,606	-50%	-$421K	0.08%	254
2025 Q4	$807K	Buy	+11,302	New	+$785K	0.16%	147

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

OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 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

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

VisionPoint Advisory Group's EFV Position: Q3 2026 in Review

VisionPoint Advisory Group increased its iShares MSCI EAFE Value ETF (EFV) stake by 45% in Q3 2026, buying an estimated $489K and bringing the position to 19,454 shares worth $1.54M. The position accounts for 0.24% of the portfolio, ranked #88.

VisionPoint Advisory Group first reported a position in EFV in Q4 2025 and has held it in 4 quarters since. 345 funds tracked by Wall St. Rank hold EFV as of Q3 2026.

VisionPoint Advisory Group held 19,454 shares of iShares MSCI EAFE Value ETF worth $1.54M as of Q3 2026.
VisionPoint Advisory Group bought 6,072 iShares MSCI EAFE Value ETF shares in Q3 2026, an estimated $489K.
iShares MSCI EAFE Value ETF made up 0.24% of VisionPoint Advisory Group's portfolio in Q3 2026, its #88 holding.
VisionPoint Advisory Group first reported a position in iShares MSCI EAFE Value ETF in Q4 2025 and has held it in 4 quarters since.
345 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q3 2026.

Based on VisionPoint Advisory Group's 13F filing for Q3 2026, filed 9 Oct 2026.