William Mack & Associates’s iShares MSCI EAFE Value ETF EFV Stock Holding History

William Mack & Associates’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	$136K	Buy	+3,440	New	+$139K	0.04%	138

Other funds holding EFV

Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Dynasty Wealth Management St. Petersburg, Florida $13B AUM 12.52% 1-Year Est. Return

Natixis Advisors Boston, Massachusetts $94.1B AUM 31.13% 1-Year Est. Return

Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

RiverFront Investment Group Richmond, Virginia $8.06B AUM 17.38% 1-Year Est. Return

William Mack & Associates's EFV Position: Q3 2026 in Review

William Mack & Associates opened a new position in iShares MSCI EAFE Value ETF (EFV) in Q3 2026: 3,440 shares worth $136K. The stake represents 0.04% of the portfolio and ranks #138 among its holdings.

1,158 funds tracked by Wall St. Rank hold EFV as of Q3 2026.

William Mack & Associates held 3,440 shares of iShares MSCI EAFE Value ETF worth $136K as of Q3 2026.
iShares MSCI EAFE Value ETF was a new William Mack & Associates position in Q3 2026.
iShares MSCI EAFE Value ETF made up 0.04% of William Mack & Associates's portfolio in Q3 2026, its #138 holding.
1,158 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q3 2026.

Based on William Mack & Associates's 13F filing for Q3 2026, filed 27 Oct 2026.