Ken Fisher's EFV Position Overview
Ken Fisher (via Fisher Asset Management, LLC) currently holds 5,094 shares of iShares MSCI EAFE Value ETF (EFV) worth $345,554, representing 0.00% of the portfolio. First purchased in 2019-Q2, this medium-term investment has been held for 16 quarters.
Based on 13F filings, Ken Fisher has maintained a strategic position in EFV, demonstrating sustained confidence in this investment. Largest addition occurred in Q3 2023, adding 6,091 shares. Largest reduction occurred in Q3 2019, reducing 7,308 shares.
Analysis based on 13F filings available since 2013 Q2
Ken Fisher's iShares MSCI EAFE Value ETF (EFV) Holding Value Over Time
Track share changes against reported price movement
Quarterly iShares MSCI EAFE Value ETF (EFV) Trades by Ken Fisher
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q2 2019 | +7,308 | New Buy | 7,308 | $48.03 |
| Q3 2019 | -7,308 | Sold Out | 0 | $0.00 |
| Q2 2021 | +5,642 | New Buy | 5,642 | $51.75 |
| Q3 2021 | +993 | Add 17.60% | 6,635 | $50.79 |
| Q4 2021 | -6,635 | Sold Out | 0 | $0.00 |
| Q1 2022 | +4,162 | New Buy | 4,162 | $50.22 |
| Q2 2022 | -4,162 | Sold Out | 0 | $0.00 |
| Q4 2022 | +5,339 | New Buy | 5,339 | $45.89 |
| Q1 2023 | +31 | Add 0.58% | 5,370 | $48.53 |
| Q2 2023 | -5,370 | Sold Out | 0 | $0.00 |
| Q3 2023 | +6,091 | New Buy | 6,091 | $48.93 |
| Q4 2023 | -298 | Reduce 4.89% | 5,793 | $52.11 |
| Q1 2024 | -5,793 | Sold Out | 0 | $0.00 |
| Q1 2025 | +6,069 | New Buy | 6,069 | $58.95 |
| Q2 2025 | +3,880 | Add 63.93% | 9,949 | $63.48 |
| Q3 2025 | -4,855 | Reduce 48.80% | 5,094 | $67.84 |
Ken Fisher's iShares MSCI EAFE Value ETF Investment FAQs
Ken Fisher first purchased iShares MSCI EAFE Value ETF (EFV) in Q2 2019, acquiring 7,308 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Ken Fisher has held iShares MSCI EAFE Value ETF (EFV) for 16 quarters since Q2 2019.
Ken Fisher's largest addition to iShares MSCI EAFE Value ETF (EFV) was in Q2 2019, adding 7,308 shares worth $351,000.
According to the latest 13F filing for Q3 2025, Ken Fisher's firm, Fisher Asset Management, LLC, owns 5,094 shares of iShares MSCI EAFE Value ETF (EFV), valued at approximately $345,554.
As of the Q3 2025 filing, iShares MSCI EAFE Value ETF (EFV) represents approximately 0.00% of Ken Fisher's publicly disclosed stock portfolio, making it one of their key holdings.
Ken Fisher's peak holding in iShares MSCI EAFE Value ETF (EFV) was 9,949 shares, as reported at the end of Q2 2025.