Winthrop Advisory Group
EFV icon

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

Winthrop 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 		$298K Sell
7,520
-800
-10% -$32.2K 0.02% 171
2026
Q2 		$318K Buy
+8,320
New +$322K 0.02% 162
2022
Q2 		– Sell
-32,290
Closed -$811K – 132
2022
Q1 		$811K Buy
32,290
+940
+3% +$23.9K 0.17% 48
2021
Q4 		$792K Buy
+31,350
New +$800K 0.16% 51

Other funds holding EFV

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

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

Winthrop Advisory Group reduced its iShares MSCI EAFE Value ETF (EFV) stake by 9.6% in Q3 2026, selling an estimated $32.2K and leaving 7,520 shares worth $298K. The position accounts for 0.02% of the portfolio, ranked #171.

Winthrop Advisory Group first reported a position in EFV in Q4 2021 and has held it in 4 quarters since. The position peaked at $811K in Q1 2022. 862 funds tracked by Wall St. Rank hold EFV as of Q3 2026.

  • Winthrop Advisory Group held 7,520 shares of iShares MSCI EAFE Value ETF worth $298K as of Q3 2026.
  • Winthrop Advisory Group sold 800 iShares MSCI EAFE Value ETF shares in Q3 2026, an estimated $32.2K.
  • iShares MSCI EAFE Value ETF made up 0.02% of Winthrop Advisory Group's portfolio in Q3 2026, its #171 holding.
  • Winthrop Advisory Group first reported a position in iShares MSCI EAFE Value ETF in Q4 2021 and has held it in 4 quarters since.
  • Winthrop Advisory Group's iShares MSCI EAFE Value ETF position peaked at $811K in Q1 2022.
  • 862 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q3 2026.

Based on Winthrop Advisory Group's 13F filing for Q3 2026, filed 22 Oct 2026.