YANKCOM Partnership’s iShares MSCI EAFE Value ETF EFV Stock Holding History

YANKCOM Partnership’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	$46.3K	Buy	+585	New	+$47.1K	0.02%	201

Other funds holding EFV

Auto-Owners Insurance Lansing, Michigan $3.2B AUM 21.13% 1-Year Est. Return

Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return

Hamilton Capital Columbus, Ohio $1.78B AUM 13.07% 1-Year Est. Return

OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.08B AUM 12.02% 1-Year Est. Return

Financial Synergies Wealth Advisors Houston, Texas $1.22B AUM 22.8% 1-Year Est. Return

JB Capital Wethersfield, Connecticut $2.93B AUM 20.02% 1-Year Est. Return

Waller Financial Planning Group Columbus, Ohio $493M AUM 11.61% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

YANKCOM Partnership's EFV Position: Q3 2026 in Review

YANKCOM Partnership opened a new position in iShares MSCI EAFE Value ETF (EFV) in Q3 2026: 585 shares worth $46.3K. The stake represents 0.02% of the portfolio and ranks #201 among its holdings.

345 funds tracked by Wall St. Rank hold EFV as of Q3 2026.

YANKCOM Partnership held 585 shares of iShares MSCI EAFE Value ETF worth $46.3K as of Q3 2026.
iShares MSCI EAFE Value ETF was a new YANKCOM Partnership position in Q3 2026.
iShares MSCI EAFE Value ETF made up 0.02% of YANKCOM Partnership's portfolio in Q3 2026, its #201 holding.
345 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q3 2026.

Based on YANKCOM Partnership's 13F filing for Q3 2026, filed 15 Oct 2026.