EFV — iShares MSCI EAFE Value ETF

Ownership history in Able Wealth Management LLC  ·  6 quarters on record

This page tracks every 13F SEC filing in which Able Wealth Management LLC reported a position in iShares MSCI EAFE Value ETF (EFV). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
3.87% (2025 Q4)
Avg. % of fund
1.99%
First filed
2023 Q4
Last filed
2025 Q4
Quarters held
6
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 171,171 +32,550 +23.5% 3.87% $12.2M $71.41
2025 Q3 ADDED 138,621 +54,951 +65.7% 3.53% $9.4M $66.32
2025 Q2 ADDED 83,670 +51,206 +157.7% 2.68% $5.3M $62.07
2025 Q1 ADDED 32,464 +16,529 +103.7% 1.13% $1.9M $56.40
2024 Q4 ADDED 15,935 +12,696 +392.0% 0.55% $836K $50.21
2023 Q4 INITIATED 3,239 — — 0.15% $169K —
% of Fund (quarterly)    EFV price (monthly, adj. close)

Other funds also holding EFV

As of 2025 Q4 — sorted by position size

Bruce G. Allen Investments, LLC 15.69% INTEGRATED CAPITAL MANAGEMENT, INC. 3Y 7Y 13.4% BRAVE ASSET MANAGEMENT INC 3Y 7Y 12.15% hemming& Wealth Management, Inc. 11.33% Covenant Partners, LLC 3Y 7Y 7.95% Valence8 US LP 3Y 7.61% Shum Financial Group, Inc. 7.58% WALLER FINANCIAL PLANNING GROUP, INC 3Y 7Y 7.44% Auto-Owners Insurance Co 3Y 6.88% EQ LLC 3Y 6.79%
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