Dala Group
EFV icon

Dala Group’s iShares MSCI EAFE Value ETF EFV Stock Holding History

Dala Group’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
Q3 		$339K Hold
4,280
– – 0.25% 50
2026
Q2 		$328K Hold
4,280
– – 0.27% 51
2026
Q1 		$318K Hold
4,280
– – 0.27% 53
2025
Q4 		$306K Buy
+4,280
New +$297K 0.26% 57

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Hamilton Capital
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OpenArc Corporate Advisory
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Empirical Wealth Management
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Sagespring Wealth Partners
Sagespring Wealth Partners Franklin, Tennessee $6.71B AUM 16.81% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Modera Wealth Management
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Aspiriant LLC
Aspiriant LLC Los Angeles, California $4.08B AUM 12.02% 1-Year Est. Return

Dala Group's EFV Position: Q3 2026 in Review

Dala Group held its iShares MSCI EAFE Value ETF (EFV) position steady in Q3 2026 at 4,280 shares worth $339K. The position accounts for 0.25% of the portfolio, ranked #50.

Dala Group first reported a position in EFV in Q4 2025 and has held it in 4 quarters since. 568 funds tracked by Wall St. Rank hold EFV as of Q3 2026.

  • Dala Group held 4,280 shares of iShares MSCI EAFE Value ETF worth $339K as of Q3 2026.
  • Dala Group left its iShares MSCI EAFE Value ETF share count unchanged in Q3 2026.
  • iShares MSCI EAFE Value ETF made up 0.25% of Dala Group's portfolio in Q3 2026, its #50 holding.
  • Dala Group first reported a position in iShares MSCI EAFE Value ETF in Q4 2025 and has held it in 4 quarters since.
  • 568 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q3 2026.

Based on Dala Group's 13F filing for Q3 2026, filed 29 Oct 2026.