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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
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

AOI
Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Decker Retirement Planning's EFV Position: Q2 2026 in Review

Decker Retirement Planning increased its iShares MSCI EAFE Value ETF (EFV) stake by 6.1% in Q2 2026, buying an estimated $43.6K and bringing the position to 9,763 shares worth $747K. The position accounts for 0.25% of the portfolio, ranked #54.

Decker Retirement Planning first reported a position in EFV in Q4 2024 and has held it in 7 quarters since. 552 funds tracked by Wall St. Rank hold EFV as of Q2 2026.

  • Decker Retirement Planning held 9,763 shares of iShares MSCI EAFE Value ETF worth $747K as of Q2 2026.
  • Decker Retirement Planning bought 563 iShares MSCI EAFE Value ETF shares in Q2 2026, an estimated $43.6K.
  • iShares MSCI EAFE Value ETF made up 0.25% of Decker Retirement Planning's portfolio in Q2 2026, its #54 holding.
  • Decker Retirement Planning first reported a position in iShares MSCI EAFE Value ETF in Q4 2024 and has held it in 7 quarters since.
  • 552 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q2 2026.

Based on Decker Retirement Planning's 13F filing for Q2 2026, filed 16 Jul 2026.