Clear Creek Financial Management’s iShares MSCI EAFE Value ETF EFV Stock Holding History

Clear Creek Financial Management’s Portfolio EFV Stock Details EFV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$3.1M	Sell	40,525 -623	-2%	-$48.2K	0.2%	119
2026 Q1	$3.06M	Buy	41,148 +3,774	+10%	+$284K	0.23%	100
2025 Q4	$2.67M	Buy	37,374 +325	+0.9%	+$22.6K	0.22%	105
2025 Q3	$2.51M	Buy	37,049 +5,038	+16%	+$332K	0.22%	106
2025 Q2	$2.03M	Buy	32,011 +1,304	+4%	+$79.8K	0.19%	119
2025 Q1	$1.81M	Sell	30,707 -4,864	-14%	-$275K	0.19%	111
2024 Q4	$1.87M	Buy	35,571 +4,860	+16%	+$266K	0.2%	110
2024 Q3	$1.77M	Buy	30,711 +15,580	+103%	+$860K	0.2%	103
2024 Q2	$803K	Sell	15,131 -8,828	-37%	-$480K	0.1%	187
2024 Q1	$1.3M	Sell	23,959 -12,078	-34%	-$630K	0.17%	116
2023 Q4	$1.88M	Buy	36,037 +4,117	+13%	+$204K	0.3%	70
2023 Q3	$1.56M	Buy	31,920 +5,786	+22%	+$287K	0.27%	76
2023 Q2	$1.28M	Buy	26,134 +5,194	+25%	+$256K	0.22%	86
2023 Q1	$1.02M	Sell	20,940 -18,227	-47%	-$882K	0.19%	96
2022 Q4	$1.8M	Buy	39,167 +5,953	+18%	+$258K	0.39%	64
2022 Q3	$1.28M	Buy	33,214 +6,908	+26%	+$294K	0.28%	67
2022 Q2	$1.14M	Buy	+26,306	New	+$1.25M	0.24%	81
2020 Q4	–	Sell	-14,694	Closed	-$592K	–	303
2020 Q3	$592K	Buy	14,694 +2,281	+18%	+$94.4K	0.03%	76
2020 Q2	$496K	Sell	12,413 -593	-5%	-$22.6K	0.13%	116
2020 Q1	$465K	Sell	13,006 -13,050	-50%	-$580K	0.18%	84
2019 Q4	$1.29M	Sell	26,056 -85,688	-77%	-$4.2M	0.51%	32
2019 Q3	$5.54M	Sell	111,744 -29,444	-21%	-$1.37M	2.68%	11
2019 Q2	$6.79M	Buy	+141,188	New	+$6.89M	2.91%	8

Other funds holding EFV

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

DWM

Dynasty Wealth Management St. Petersburg, Florida $13.5B AUM 21.55% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Clear Creek Financial Management's EFV Position: Q2 2026 in Review

Clear Creek Financial Management reduced its iShares MSCI EAFE Value ETF (EFV) stake by 1.5% in Q2 2026, selling an estimated $48.2K and leaving 40,525 shares worth $3.1M. The position accounts for 0.2% of the portfolio, ranked #119.

Clear Creek Financial Management first reported a position in EFV in Q2 2019 and has held it in 23 quarters since. The position peaked at $6.79M in Q2 2019. 1,251 funds tracked by Wall St. Rank hold EFV as of Q2 2026.

Clear Creek Financial Management held 40,525 shares of iShares MSCI EAFE Value ETF worth $3.1M as of Q2 2026.
Clear Creek Financial Management sold 623 iShares MSCI EAFE Value ETF shares in Q2 2026, an estimated $48.2K.
iShares MSCI EAFE Value ETF made up 0.2% of Clear Creek Financial Management's portfolio in Q2 2026, its #119 holding.
Clear Creek Financial Management first reported a position in iShares MSCI EAFE Value ETF in Q2 2019 and has held it in 23 quarters since.
Clear Creek Financial Management's iShares MSCI EAFE Value ETF position peaked at $6.79M in Q2 2019.
1,251 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q2 2026.

Based on Clear Creek Financial Management's 13F filing for Q2 2026, filed 28 Jul 2026.