EFV β€” ISHARES MSCI EAFE VALUE ETF

Ownership history in Fairway Wealth LLC  Β·  3 quarters on record

AI Ownership Summary

Fairway Wealth LLC reported ISHARES MSCI EAFE VALUE ETF (EFV) in 3 quarterly 13F filings from 2025 Q1 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 Fairway Wealth LLC's position in ISHARES MSCI EAFE VALUE ETF, 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 2025 Q3

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

Time in book
Holding Window
2025 Q1 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.

How Fairway Wealth LLC held EFV β€” position size vs. price
% of Fund (quarterly)    EFV price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 3 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 ADDED 18 +8 +80.0% 0.00% $1K 2025-10-30 $67.13
2025 Q2 UNCHANGED 10 β€” 0% 0.00% $635 2025-07-30 $62.31
2025 Q1 INITIATED 10 β€” β€” 0.00% $589 2025-04-29 $58.61

FAQ About Fairway Wealth 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 Fairway Wealth LLC reported owning EFV?

Fairway Wealth LLC reported EFV across 3 quarterly 13F filings, from 2025 Q1 through 2025 Q3.

What was the largest reported EFV position in Fairway Wealth LLC's portfolio?

The largest reported portfolio weight for EFV was 0.00% in 2025 Q3.

What is the latest reported EFV position on this page?

The most recent filing on this page is 2025 Q3, when Fairway Wealth LLC reported 18 shares, equal to 0.00% of portfolio, with an estimated market value of $1K.

What does the chart on this EFV ownership page compare?

The chart compares Fairway Wealth 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.

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