Wealth Quarterback’s iShares MSCI EAFE Value ETF EFV Stock Holding History

Wealth Quarterback’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	$777K	Sell	9,817 -319	-3%	-$25.7K	0.24%	66
2026 Q2	$776K	Sell	10,136 -30,733	-75%	-$2.38M	0.24%	67
2026 Q1	$3.04M	Sell	40,869 -5,438	-12%	-$409K	1.2%	18
2025 Q4	$3.31M	Buy	46,307 +4,717	+11%	+$328K	1.19%	15
2025 Q3	$2.82M	Buy	41,590 +2,350	+6%	+$155K	1.09%	19
2025 Q2	$2.49M	Buy	39,240 +24,021	+158%	+$1.47M	1.18%	18
2025 Q1	$897K	Buy	+15,219	New	+$861K	0.5%	50

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

Sagespring Wealth Partners Franklin, Tennessee $6.71B AUM 16.81% 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

Wealth Quarterback's EFV Position: Q3 2026 in Review

Wealth Quarterback reduced its iShares MSCI EAFE Value ETF (EFV) stake by 3.1% in Q3 2026, selling an estimated $25.7K and leaving 9,817 shares worth $777K. The position accounts for 0.24% of the portfolio, ranked #66.

Wealth Quarterback first reported a position in EFV in Q1 2025 and has held it in 7 quarters since. The position peaked at $3.31M in Q4 2025. 425 funds tracked by Wall St. Rank hold EFV as of Q3 2026.

Wealth Quarterback held 9,817 shares of iShares MSCI EAFE Value ETF worth $777K as of Q3 2026.
Wealth Quarterback sold 319 iShares MSCI EAFE Value ETF shares in Q3 2026, an estimated $25.7K.
iShares MSCI EAFE Value ETF made up 0.24% of Wealth Quarterback's portfolio in Q3 2026, its #66 holding.
Wealth Quarterback first reported a position in iShares MSCI EAFE Value ETF in Q1 2025 and has held it in 7 quarters since.
Wealth Quarterback's iShares MSCI EAFE Value ETF position peaked at $3.31M in Q4 2025.
425 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q3 2026.

Based on Wealth Quarterback's 13F filing for Q3 2026, filed 20 Oct 2026.