WPC
EFV icon

Wedmont Private Capital’s iShares MSCI EAFE Value ETF EFV Stock Holding History

Wedmont Private Capital’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 		$568K Buy
7,290
+3,254
+81% +$262K 0.01% 549
2026
Q2 		$316K Sell
4,036
-374
-8% -$29K 0.01% 720
2026
Q1 		$343K Sell
4,410
-406
-8% -$30.5K 0.01% 619
2025
Q4 		$346K Buy
4,816
+77
+2% +$5.35K 0.01% 601
2025
Q3 		$323K Sell
4,739
-2,206
-32% -$145K 0.01% 603
2025
Q2 		$446K Buy
6,945
+550
+9% +$33.7K 0.02% 461
2025
Q1 		$362K Hold
6,395
– – 0.02% 467
2024
Q4 		$332K Buy
6,395
+17
+0.3% +$931 0.02% 506
2024
Q3 		$361K Hold
6,378
– – 0.02% 459
2024
Q2 		$352K Sell
6,378
-1,467
-19% -$79.7K 0.02% 443
2024
Q1 		$428K Hold
7,845
– – 0.03% 361
2023
Q4 		$411K Sell
7,845
-814
-9% -$40.3K 0.03% 356
2023
Q3 		$418K Buy
8,659
+4,284
+98% +$212K 0.04% 300
2023
Q2 		$218K Buy
+4,375
New +$215K 0.02% 454
2022
Q3 		– Sell
-4,948
Closed -$215K – 381
2022
Q2 		$215K Buy
4,948
+93
+2% +$4.43K 0.05% 308
2022
Q1 		$246K Buy
+4,855
New +$247K 0.05% 275

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

Wedmont Private Capital's EFV Position: Q3 2026 in Review

Wedmont Private Capital increased its iShares MSCI EAFE Value ETF (EFV) stake by 81% in Q3 2026, buying an estimated $262K and bringing the position to 7,290 shares worth $568K. The position accounts for 0.01% of the portfolio, ranked #549.

Wedmont Private Capital first reported a position in EFV in Q1 2022 and has held it in 16 quarters since. 70 funds tracked by Wall St. Rank hold EFV as of Q3 2026.

  • Wedmont Private Capital held 7,290 shares of iShares MSCI EAFE Value ETF worth $568K as of Q3 2026.
  • Wedmont Private Capital bought 3,254 iShares MSCI EAFE Value ETF shares in Q3 2026, an estimated $262K.
  • iShares MSCI EAFE Value ETF made up 0.01% of Wedmont Private Capital's portfolio in Q3 2026, its #549 holding.
  • Wedmont Private Capital first reported a position in iShares MSCI EAFE Value ETF in Q1 2022 and has held it in 16 quarters since.
  • 70 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q3 2026.

Based on Wedmont Private Capital's 13F filing for Q3 2026, filed 9 Oct 2026.