Lantz Financial Lowers iShares MSCI EAFE Value ETF (EFV) Holding to $6.22M in Q3
Lantz Financial trimmed its stake in iShares MSCI EAFE Value ETF (EFV) in Q3, now holding $6.22M after selling 7,172 shares per its latest 13F filing.
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Lantz Financial LLC reduced its position in the iShares MSCI EAFE Value ETF (BATS: EFV) during the third quarter, according to the firm's most recent Form 13F filing with the SEC. The institutional investor sold 7,172 shares and ended the quarter owning 91,668 shares of the international value-focused ETF, representing roughly $6.22 million in holdings.
The 7.3% decline in Lantz Financial’s EFV stake is a notable adjustment for investors tracking institutional flows into international value stocks. EFV — the iShares MSCI EAFE Value ETF — targets developed market equities outside the U.S. and Canada with a value tilt, offering exposure to companies in Europe, Australasia and the Far East that appear undervalued relative to fundamentals.
Institutional 13F filings like this one provide a transparent snapshot of portfolio rebalancing. While filings do not explain motive, common reasons for trimming positions include risk management, profit-taking, or reallocating capital to sectors or strategies with stronger expected performance. For Lantz Financial, the modest reduction in EFV may reflect a broader repositioning among international or value-oriented holdings.
What this means for retail investors: a single institutional adjustment is rarely a signal to change a long-term plan. However, watching 13F filings can help individual investors identify trends among large managers and understand shifting appetite for international value exposure. Those tracking EFV should also consider performance, yield, expense ratio and the broader economic backdrop in Europe and other developed markets.
Investors who follow institutional moves often pair 13F insights with fund flows, ETF performance data and macro indicators. If you hold EFV or similar EAFE value ETFs, review how an allocation to international value fits your diversification and risk objectives before making adjustments.
Keep an eye on subsequent quarterly filings and EFV’s market performance to see whether Lantz Financial’s reduction is an isolated move or part of a larger trend among institutional investors reallocating away from international value stocks.
Published on: February 9, 2026, 8:05 am
