Creative Financial Designs’s iShares MSCI EAFE Value ETF EFV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $7.18M | Sell |
93,759
-35,830
| -28% | -$2.77M | 0.34% | 65 |
|
|
2026
Q1 | $9.63M | Sell |
129,589
-4,362
| -3% | -$328K | 0.59% | 42 |
|
|
2025
Q4 | $9.57M | Buy |
133,951
+11,825
| +10% | +$822K | 0.6% | 39 |
|
|
2025
Q3 | $8.28M | Buy |
122,126
+6,231
| +5% | +$410K | 0.56% | 41 |
|
|
2025
Q2 | $7.36M | Buy |
115,895
+89,298
| +336% | +$5.46M | 0.53% | 43 |
|
|
2025
Q1 | $1.57M | Sell |
26,597
-3,598
| -12% | -$204K | 0.13% | 137 |
|
|
2024
Q4 | $1.58M | Buy |
30,195
+6,413
| +27% | +$351K | 0.13% | 136 |
|
|
2024
Q3 | $1.37M | Buy |
23,782
+472
| +2% | +$26.1K | 0.12% | 158 |
|
|
2024
Q2 | $1.24M | Sell |
23,310
-8,650
| -27% | -$470K | 0.11% | 160 |
|
|
2024
Q1 | $1.74M | Buy |
31,960
+491
| +2% | +$25.6K | 0.16% | 116 |
|
|
2023
Q4 | $1.64M | Buy |
31,469
+3,846
| +14% | +$190K | 0.17% | 116 |
|
|
2023
Q3 | $1.35M | Buy |
27,623
+286
| +1% | +$14.2K | 0.16% | 118 |
|
|
2023
Q2 | $1.34M | Sell |
27,337
-3,419
| -11% | -$168K | 0.16% | 120 |
|
|
2023
Q1 | $1.49M | Sell |
30,756
-4,515
| -13% | -$219K | 0.2% | 103 |
|
|
2022
Q4 | $1.62M | Sell |
35,271
-1,617
| -4% | -$70.2K | 0.24% | 85 |
|
|
2022
Q3 | $1.42M | Sell |
36,888
-4,164
| -10% | -$178K | 0.23% | 83 |
|
|
2022
Q2 | $1.78M | Buy |
41,052
+6,708
| +20% | +$319K | 0.29% | 72 |
|
|
2022
Q1 | $1.73M | Buy |
34,344
+6,181
| +22% | +$314K | 0.26% | 81 |
|
|
2021
Q4 | $1.42M | Buy |
28,163
+6,803
| +32% | +$347K | 0.21% | 98 |
|
|
2021
Q3 | $1.09M | Buy |
21,360
+1,375
| +7% | +$71.2K | 0.18% | 109 |
|
|
2021
Q2 | $1.03M | Buy |
19,985
+6,518
| +48% | +$345K | 0.18% | 110 |
|
|
2021
Q1 | $686K | Buy |
13,467
+13,025
| +2,947% | +$648K | 0.13% | 138 |
|
|
2020
Q4 | $21K | Buy |
442
+295
| +201% | +$13K | ﹤0.01% | 703 |
|
|
2020
Q3 | $6K | Sell |
147
-263
| -64% | -$10.9K | ﹤0.01% | 888 |
|
|
2020
Q2 | $16K | Hold |
410
| – | – | ﹤0.01% | 649 |
|
|
2020
Q1 | $15K | Hold |
410
| – | – | 0.01% | 316 |
|
|
2019
Q4 | $21K | Hold |
410
| – | – | 0.01% | 323 |
|
|
2019
Q3 | $19K | Hold |
410
| – | – | 0.01% | 340 |
|
|
2019
Q2 | $20K | Hold |
410
| – | – | 0.01% | 321 |
|
|
2019
Q1 | $20K | Hold |
410
| – | – | 0.01% | 307 |
|
|
2018
Q4 | $19K | Hold |
410
| – | – | 0.01% | 280 |
|
|
2018
Q3 | $21K | Buy |
+410
| New | +$21.1K | 0.01% | 323 |
|
|
2017
Q3 | – | Sell |
-31
| Closed | -$2K | – | 758 |
|
|
2017
Q2 | $2K | Buy |
+31
| New | +$1.6K | ﹤0.01% | 627 |
|
Other funds holding EFV
DWM
Creative Financial Designs's EFV Position: Q2 2026 in Review
Creative Financial Designs reduced its iShares MSCI EAFE Value ETF (EFV) stake by 28% in Q2 2026, selling an estimated $2.77M and leaving 93,759 shares worth $7.18M. The position accounts for 0.34% of the portfolio, ranked #65.
Creative Financial Designs first reported a position in EFV in Q2 2017 and has held it in 33 quarters since. The position peaked at $9.63M in Q1 2026. 1,249 funds tracked by Wall St. Rank hold EFV as of Q2 2026.
- Creative Financial Designs held 93,759 shares of iShares MSCI EAFE Value ETF worth $7.18M as of Q2 2026.
- Creative Financial Designs sold 35,830 iShares MSCI EAFE Value ETF shares in Q2 2026, an estimated $2.77M.
- iShares MSCI EAFE Value ETF made up 0.34% of Creative Financial Designs's portfolio in Q2 2026, its #65 holding.
- Creative Financial Designs first reported a position in iShares MSCI EAFE Value ETF in Q2 2017 and has held it in 33 quarters since.
- Creative Financial Designs's iShares MSCI EAFE Value ETF position peaked at $9.63M in Q1 2026.
- 1,249 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q2 2026.
Based on Creative Financial Designs's 13F filing for Q2 2026, filed 28 Jul 2026.