West Wealth Group
EFV icon

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

West Wealth 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 		$5.5M Sell
139,096
-58,374
-30% -$2.35M 0.85% 19
2026
Q2 		$7.56M Sell
197,470
-328,690
-62% -$12.7M 1.24% 18
2026
Q1 		$19.6M Sell
526,160
-389,278
-43% -$14.6M 3.87% 7
2025
Q4 		$32.7M Buy
915,438
+58,486
+7% +$2.03M 6.78% 4
2025
Q3 		$29M Sell
856,952
-73,796
-8% -$2.43M 6.55% 4
2025
Q2 		$30.1M Buy
930,748
+281,760
+43% +$8.62M 7.48% 3
2025
Q1 		$19.1M Sell
648,988
-104,058
-14% -$2.94M 5.66% 6
2024
Q4 		$19.8M Buy
753,046
+65,992
+10% +$1.81M 5.89% 5
2024
Q3 		$19.8M Buy
687,054
+307,076
+81% +$8.48M 6.4% 5
2024
Q2 		$10.1M Sell
379,978
-177,624
-32% -$4.83M 3.56% 9
2024
Q1 		$15.2M Sell
557,602
-165,768
-23% -$4.33M 5.62% 4
2023
Q4 		$18.8M Sell
723,370
-48,430
-6% -$1.2M 7.43% 3
2023
Q3 		$18.9M Buy
771,800
+222,404
+40% +$5.51M 8.24% 2
2023
Q2 		$13.4M Buy
549,396
+11,958
+2% +$294K 5.69% 5
2023
Q1 		$13M Sell
537,438
-92,300
-15% -$2.23M 6.04% 5
2022
Q4 		$14.4M Sell
629,738
-63,458
-9% -$1.38M 7.18% 3
2022
Q3 		$13.4M Sell
693,196
-156,142
-18% -$3.33M 6.77% 3
2022
Q2 		$18.4M Buy
849,338
+28,204
+3% +$672K 8.54% 3
2022
Q1 		$20.6M Buy
821,134
+13,966
+2% +$355K 8.2% 3
2021
Q4 		$20.3M Buy
+807,168
New +$20.6M 7.65% 3

Other funds holding EFV

US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Park Avenue Securities
Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return
Auto-Owners Insurance
Auto-Owners Insurance Lansing, Michigan $3.2B AUM 21.13% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Signature Estate & Investment Advisors
Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return
Hamilton Capital
Hamilton Capital Columbus, Ohio $1.78B AUM 13.06% 1-Year Est. Return
OpenArc Corporate Advisory
OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return
Empirical Wealth Management
Empirical Wealth Management Seattle, Washington $7.38B AUM 22.9% 1-Year Est. Return
Sagespring Wealth Partners
Sagespring Wealth Partners Franklin, Tennessee $6.71B AUM 16.81% 1-Year Est. Return

West Wealth Group's EFV Position: Q3 2026 in Review

West Wealth Group reduced its iShares MSCI EAFE Value ETF (EFV) stake by 30% in Q3 2026, selling an estimated $2.35M and leaving 139,096 shares worth $5.5M. The position accounts for 0.85% of the portfolio, ranked #19.

West Wealth Group first reported a position in EFV in Q4 2021 and has held it in 20 quarters since. The position peaked at $32.7M in Q4 2025. 845 funds tracked by Wall St. Rank hold EFV as of Q3 2026.

  • West Wealth Group held 139,096 shares of iShares MSCI EAFE Value ETF worth $5.5M as of Q3 2026.
  • West Wealth Group sold 58,374 iShares MSCI EAFE Value ETF shares in Q3 2026, an estimated $2.35M.
  • iShares MSCI EAFE Value ETF made up 0.85% of West Wealth Group's portfolio in Q3 2026, its #19 holding.
  • West Wealth Group first reported a position in iShares MSCI EAFE Value ETF in Q4 2021 and has held it in 20 quarters since.
  • West Wealth Group's iShares MSCI EAFE Value ETF position peaked at $32.7M in Q4 2025.
  • 845 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q3 2026.

Based on West Wealth Group's 13F filing for Q3 2026, filed 14 Oct 2026.