Decker Retirement Planning’s iShares MSCI EAFE Value ETF EFV Stock Holding History

Decker Retirement Planning’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	$686K	Sell	8,668 -1,095	-11%	-$88.2K	0.23%	48
2026 Q2	$747K	Buy	9,763 +563	+6%	+$43.6K	0.25%	54
2026 Q1	$684K	Sell	9,200 -238	-3%	-$17.9K	0.31%	51
2025 Q4	$674K	Buy	9,438 +944	+11%	+$65.6K	0.34%	55
2025 Q3	$576K	Buy	8,494 +1,128	+15%	+$74.3K	0.32%	61
2025 Q2	$468K	Sell	7,366 -907	-11%	-$55.5K	0.27%	53
2025 Q1	$488K	Buy	8,273 +2,260	+38%	+$128K	0.3%	25
2024 Q4	$316K	Buy	+6,013	New	+$329K	0.18%	47

Other funds holding EFV

Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

Auto-Owners Insurance Lansing, Michigan $3.2B AUM 21.13% 1-Year Est. Return

Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return

Hamilton Capital Columbus, Ohio $1.78B AUM 13.07% 1-Year Est. Return

OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return

Empirical Wealth Management Seattle, Washington $7.38B AUM 22.9% 1-Year Est. Return

Sagespring Wealth Partners Franklin, Tennessee $6.71B AUM 16.81% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Modera Wealth Management Westwood, New Jersey $9.5B AUM 16% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.08B AUM 12.02% 1-Year Est. Return

Decker Retirement Planning's EFV Position: Q3 2026 in Review

Decker Retirement Planning reduced its iShares MSCI EAFE Value ETF (EFV) stake by 11% in Q3 2026, selling an estimated $88.2K and leaving 8,668 shares worth $686K. The position accounts for 0.23% of the portfolio, ranked #48.

Decker Retirement Planning first reported a position in EFV in Q4 2024 and has held it in 8 quarters since. The position peaked at $747K in Q2 2026. 568 funds tracked by Wall St. Rank hold EFV as of Q3 2026.

Decker Retirement Planning held 8,668 shares of iShares MSCI EAFE Value ETF worth $686K as of Q3 2026.
Decker Retirement Planning sold 1,095 iShares MSCI EAFE Value ETF shares in Q3 2026, an estimated $88.2K.
iShares MSCI EAFE Value ETF made up 0.23% of Decker Retirement Planning's portfolio in Q3 2026, its #48 holding.
Decker Retirement Planning first reported a position in iShares MSCI EAFE Value ETF in Q4 2024 and has held it in 8 quarters since.
Decker Retirement Planning's iShares MSCI EAFE Value ETF position peaked at $747K in Q2 2026.
568 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q3 2026.

Based on Decker Retirement Planning's 13F filing for Q3 2026, filed 19 Oct 2026.