EFV
Ishares Msci Eafe Value Etf
$78.89
Tue, Nov 3, 2026 close (weekly items: Fri, Oct 30)
Thematic ETF · entry card
APPENDIX · EFV · TECHNICAL TRADING SCORECARD
Scores · Trend 54.8
| RS vs S&P (20) + sector (10) | 8.6 + 4.3 = 12.9 / 30 |
| Structure (6 checks) | 20 / 30 |
| Score = (RS + structure) × 100/60 | 54.8 / 100 |
| Raw state (Up ≥ 60 · Down < 45) | Neutral |
| Confirmation (2 consecutive Fridays) | confirmed Neutral |
| Trend (confirmed) | Neutral |
✔ Fri close above 40-wk SMA 6/6 · ✔ 40-wk SMA rising (4 wks) 4/4 · ✖ No lower high vs cycle high 0/5 · ✖ Fri close above 20-wk SMA 0/5 · ✔ Fri close above 200-wk (4-yr) SMA 5/5 · ✔ 4-mo SMA > 13-mo SMA (completed months, to Sep) 5/5
Weekly raw states: 09-25 Up → 10-02 Neutral → 10-09 Neutral → 10-16 Neutral → 10-23 Down → 10-30 Neutral. Coppock, band position, breadth and modifiers no longer enter the Trend score (Coppock chart below is reference only). |
Scores · Trading 55.2
| RS (S&P 20 + sector 10) | 20.0 + 10.0 / 30 |
| Structure | 8 / 25 |
| Coppock (daily) — positive but decelerating | 12.5 / 25 |
| Band position | 4.8 / 20 |
| Raw | 55.2 (Neutral) |
| Modifiers (10-yr > 5% rising −3, seasonal −2) | +0 |
| Final | 55.2 Neutral |
| ✖ Close above 50-day SMA 0/5 · ✖ 50-day SMA rising (10 d) 0/3 · ✖ Close above 100-day SMA 0/4 · ✔ Close above 200-day SMA 5/5 · ✔ 200-day SMA rising (20 d) 3/3 · ✖ No daily lower high (last two swing highs) 0/5 |
Relative state (weekly RS vs 16-wk SMA + 2-wk slope; daily RS vs 15-d SMA + 3-d slope; Neutral ±0.25%; phase price = next Fri / next close, benchmark flat)
| Horizon · benchmark | State | RS vs SMA | RS chg | Phase-transition price (EFV close needed) |
|---|
| Trend · S&P | 4 Early Down (+) ↑ | -0.58% | +0.93% | Est. Up ≥ 79.93 (+1.3%) · Est. Down < 78.94 |
| Trend · ^GSPC | 4 Early Down (+) ↑ | -0.58% | +0.93% | Est. Up ≥ 79.93 (+1.3%) · Est. Down < 78.94 |
| Trading · S&P | 1 Established Up (+) → | +1.09% | +1.07% | Est. Up ≥ 78.33 (-0.7%) · Est. Down < 70.49 |
| Trading · ^GSPC | 1 Established Up (+) → | +1.09% | +1.07% | Est. Up ≥ 78.33 (-0.7%) · Est. Down < 70.49 |
Full bands (cluster rule: 2 or more tools within 3%; Δ vs 78.89)
| Band | Range | Distance | Tools in the cluster |
|---|
| R2 | 82.46–83.23 | +4.5% to +5.5% | wk high 08-07 82.46 · ATH 09-03 83.23 |
| R1 | 78.92–81.22 | +0.0% to +3.0% | wk high 05-08 78.92 · wk high 04-17 79.05 · wk high 06-12 79.09 · wk high 02-13 79.68 · wk high 05-29 79.76 · wk high 10-16 80.06 · wk high 02-27 80.15 · wk low 08-21 81.22 |
| S1 | 76.44–78.28 | -0.8% to -3.1% | 40-wk SMA 78.28 · 200-day SMA 78.18 · wk low 07-24 77.87 · wk low 02-20 77.83 · wk low 10-09 77.31 · 50% 77.03 · wk low 06-12 76.44 |
| S2 | 75.50–75.56 | -4.2% to -4.3% | 61.8% 75.56 · wk low 05-01 75.51 · wk low 06-26 75.50 |
| S3 | 70.82–72.59 | -8.0% to -10.2% | wk high ’25-12-19 72.59 · wk low 01-23 72.42 · wk high ’25-11-14 71.12 · wk low 03-20 70.82 |
| ATH | 83.23 | +5.5% | all-time high; Profit-Taking fallback when no 2-tool band sits above the Breakout (extensions no longer used) |
Coppock, breadth and RS (reference only; not in the Trend score)
Stops & phase transitions
- Tier 1 (trading stop): daily close < 76.44 (-3.1%): trading downgrades one state, re-anchor to S2 75.50–75.56.
- Tier 2 (trend stop = Trend Breakdown / invalidation): Friday close < 75.50 (-4.3%): trend downgrades one state, re-anchor to S3 70.82–72.59.
- Trend vs S&P: Est. Up ≥ 79.93 (+1.3%) · above its 16-wk avg ≥ 79.93 · Est. Down < 78.94 (+0.1%) (next Friday, benchmark flat).
- Trading vs S&P: Est. Up ≥ 78.33 · Est. Down < 70.49.
Sluymer context
- Not named in the 15 reports reviewed (Aug 18 – Oct 13, 2026).
Notes & caveats
Thematic ETFs holding, entry card (treated like the US Watchlist). Holdings: issuer file as of 2026-10-20 (Thematic ETFs bot list: /home/box/thematic-etf-scorecard/latest.json (built 2026-10-21 07:51 PT, from PortfolioDashboardBBG.xlsx MASTER!CK6 'THEMATIC ETFS' block; live at https://skc-thematic-etfs.pages.dev/)); Theme: Intl Value. Sector RS dropped (no distinct sector ETF), Trend score rescaled from 50 to 100. Benchmarks: S&P 500 (20 pts) and ^GSPC (10 pts). Trading items and bands use the Tue, Nov 3, 2026 close; trend uses the Fri, Oct 30 week. Entry levels: Buy Zone = breakout retest zone (BUY names only: from the broken level down to the floor of the resistance band it came from, or level −2%, whichever is tighter; a weekly close below = failed breakout); Breakout Buy Level = top of R1; Trend Breakdown (invalidation) = S2 floor on a Friday close; Profit-Taking = next resistance band above the breakout. Verdict: AVOID = Trend Down (confirmed on two Fridays) or Friday close below a falling 40-wk SMA; BUY = a weekly close above a Breakout Buy Level fixed from the prior week's data with ≥2 tools within 3% (most recent such breakout in the last 4 weeks), every Friday close since and the latest close still at or above it, and Trend not Down; WAIT = otherwise. Buy Zone is reference only. Coppock = 10-bar WMA of ROC(14)+ROC(11), standard settings used as a placeholder because his are unpublished; DAS is omitted. Zone = sign + 3-yr percentile; direction = 2 bars. SMAs are simple; swings are 5-bar extremes; the channel is a 2-yr log regression ±2σ. The breadth proxy is the % of 500 current S&P 500 members with a rising weekly Coppock; it has survivorship bias, is a regime input only, and no other stock was scored. Weights are our choices (playbook §10); the state rule matched 86% / 83% of his sector states in-sample. Data: Yahoo Finance (unadjusted); weight from the Portfolio Dashboard (PIM 11/2 EOD, read-only).
