BURKETT FINANCIAL SERVICES, LLC EFV — iShares MSCI EAFE Value

Ownership history in BURKETT FINANCIAL SERVICES, LLC  ·  8 quarters on record

AI Ownership Summary

BURKETT FINANCIAL SERVICES, LLC reported iShares MSCI EAFE Value (EFV) in 8 quarterly 13F filings from 2023 Q4 through 2025 Q3. The latest visible filing shows EFV at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this EFV ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was BURKETT FINANCIAL SERVICES, LLC's position in iShares MSCI EAFE Value, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

EFV was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2023 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

EFV stock page BURKETT FINANCIAL SERVICES, LLC fund profile BURKETT FINANCIAL SERVICES, LLC full holdings
How BURKETT FINANCIAL SERVICES, LLC held EFV — position size vs. price
% of Fund (quarterly)    EFV price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 8 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 UNCHANGED — — — 42 — 0% 0.00% $3K 2025-11-24 $67.03
2025 Q2 ADDED — — — 42 +1 +2.4% 0.00% $3K 2025-07-01 $62.19
2025 Q1 UNCHANGED — — — 41 — 0% 0.00% $2K 2025-04-11 $54.16
2024 Q4 UNCHANGED — — — 41 — 0% 0.00% $2K 2025-01-06 $50.62
2024 Q3 UNCHANGED — — — 41 — 0% 0.00% $2K 2024-10-08 $53.05
2024 Q2 ADDED — — — 41 +1 +2.5% 0.00% $2K 2024-07-10 $51.24
2024 Q1 UNCHANGED — — — 40 — 0% 0.00% $2K 2024-04-01 $49.44
2023 Q4 INITIATED — — — 40 — — 0.00% $2K 2024-02-12 $46.77

🏢 Other funds also holding EFV

As of 2026 Q1 — sorted by position size

Ball & Co Wealth Management Inc. 15.58% BRAVE ASSET MANAGEMENT INC 3Y 7Y 12.85% hemming& Wealth Management, Inc. 11.86% WALLER FINANCIAL PLANNING GROUP, INC 3Y 7Y 8.39% Shum Financial Group, Inc. 7.89% Auto-Owners Insurance Co 3Y 7.14% LiftPoint Family Wealth Advisors LLC 7.01% Gilbert Capital Group, Inc. 6.49% Cardinal Strategic Wealth Guidance 3Y 6.44% Integrated Capital Management, LLC 5.81%

FAQ About BURKETT FINANCIAL SERVICES, LLC and EFV

These are the practical questions this page is built to answer before you even open the full history table.

How long has BURKETT FINANCIAL SERVICES, LLC reported owning EFV?

BURKETT FINANCIAL SERVICES, LLC reported EFV across 8 quarterly 13F filings, from 2023 Q4 through 2025 Q3.

What was the largest reported EFV position in BURKETT FINANCIAL SERVICES, LLC's portfolio?

The largest reported portfolio weight for EFV was 0.00% in 2023 Q4.

What is the latest reported EFV position on this page?

The most recent filing on this page is 2025 Q3, when BURKETT FINANCIAL SERVICES, LLC reported 42 shares, equal to 0.00% of portfolio, with an estimated market value of $3K.

What does the chart on this EFV ownership page compare?

The chart compares BURKETT FINANCIAL SERVICES, LLC's quarterly EFV portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did BURKETT FINANCIAL SERVICES, LLC time their EFV position?

Based on 13F filing dates vs. subsequent EFV price moves, BURKETT FINANCIAL SERVICES, LLC correctly timed 3 out of 3 reported position changes (100%). The annualised alpha on EFV relative to SPY over the holding period was +2.8%.

← Back to BURKETT FINANCIAL SERVICES, LLC Holdings