World Equity Group
EFV icon

World Equity Group’s iShares MSCI EAFE Value ETF EFV Stock Holding History

World Equity 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 		$416K Sell
5,257
-4,401
-46% -$355K 0.17% 130
2026
Q2 		$739K Sell
9,658
-7,477
-44% -$579K 0.17% 139
2026
Q1 		$1.27M Buy
17,135
+1,891
+12% +$142K 0.33% 66
2025
Q4 		$1.09M Sell
15,244
-59,228
-80% -$4.12M 0.3% 75
2025
Q3 		$5.05M Buy
74,472
+5,055
+7% +$333K 1.15% 16
2025
Q2 		$4.41M Buy
69,417
+1,869
+3% +$114K 1.2% 15
2025
Q1 		$3.98M Buy
67,548
+4,571
+7% +$259K 1.14% 16
2024
Q4 		$3.3M Buy
62,977
+9,563
+18% +$524K 0.71% 37
2024
Q3 		$3.07M Buy
53,414
+6,713
+14% +$371K 1.11% 16
2024
Q2 		$2.48M Sell
46,701
-50,015
-52% -$2.72M 0.74% 29
2024
Q1 		$5.26M Sell
96,716
-12,516
-11% -$653K 1.08% 14
2023
Q4 		$5.72M Buy
109,232
+2,312
+2% +$114K 1.15% 13
2023
Q3 		$5.22M Buy
106,920
+58,651
+122% +$2.91M 1.09% 13
2023
Q2 		$2.36M Buy
48,269
+7,141
+17% +$352K 0.7% 28
2023
Q1 		$3.23M Sell
41,128
-54,472
-57% -$2.64M 0.48% 50
2022
Q4 		$4.39M Buy
95,600
+9,644
+11% +$419K 1.04% 20
2022
Q3 		$3.31M Buy
85,956
+8,788
+11% +$375K 0.84% 27
2022
Q2 		$3.35M Buy
77,168
+26,932
+54% +$1.28M 0.84% 22
2022
Q1 		$2.52M Buy
+50,236
New +$2.55M 0.54% 44

Other funds holding EFV

Auto-Owners Insurance
Auto-Owners Insurance Lansing, Michigan $3.2B AUM 21.13% 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 13.07% 1-Year Est. Return
OpenArc Corporate Advisory
OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return
Sagespring Wealth Partners
Sagespring Wealth Partners Franklin, Tennessee $6.71B AUM 16.81% 1-Year Est. Return
Aspiriant LLC
Aspiriant LLC Los Angeles, California $4.08B AUM 12.02% 1-Year Est. Return
Financial Synergies Wealth Advisors
Financial Synergies Wealth Advisors Houston, Texas $1.22B AUM 22.8% 1-Year Est. Return
JB Capital
JB Capital Wethersfield, Connecticut $2.93B AUM 20.02% 1-Year Est. Return
Waller Financial Planning Group
Waller Financial Planning Group Columbus, Ohio $493M AUM 11.61% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

World Equity Group's EFV Position: Q3 2026 in Review

World Equity Group reduced its iShares MSCI EAFE Value ETF (EFV) stake by 46% in Q3 2026, selling an estimated $355K and leaving 5,257 shares worth $416K. The position accounts for 0.17% of the portfolio, ranked #130.

World Equity Group first reported a position in EFV in Q1 2022 and has held it in 19 quarters since. The position peaked at $5.72M in Q4 2023. 375 funds tracked by Wall St. Rank hold EFV as of Q3 2026.

  • World Equity Group held 5,257 shares of iShares MSCI EAFE Value ETF worth $416K as of Q3 2026.
  • World Equity Group sold 4,401 iShares MSCI EAFE Value ETF shares in Q3 2026, an estimated $355K.
  • iShares MSCI EAFE Value ETF made up 0.17% of World Equity Group's portfolio in Q3 2026, its #130 holding.
  • World Equity Group first reported a position in iShares MSCI EAFE Value ETF in Q1 2022 and has held it in 19 quarters since.
  • World Equity Group's iShares MSCI EAFE Value ETF position peaked at $5.72M in Q4 2023.
  • 375 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q3 2026.

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