Delap Wealth Advisory’s iShares MSCI EAFE Value ETF EFV Stock Holding History

Delap Wealth Advisory’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	$568K	Buy	14,354 +1,268	+10%	+$51.1K	0.2%	53
2026 Q2	$501K	Sell	13,086 -560	-4%	-$21.7K	0.17%	57
2026 Q1	$507K	Hold	13,646	–	–	0.19%	53
2025 Q4	$487K	Buy	13,646 +110	+0.8%	+$3.82K	0.19%	57
2025 Q3	$462K	Sell	13,536 -1,096	-7%	-$36.1K	0.19%	51
2025 Q2	$464K	Sell	14,632 -40	-0.3%	-$1.22K	0.22%	44
2025 Q1	$432K	Hold	14,672	–	–	0.24%	44
2024 Q4	$385K	Buy	14,672 +2,418	+20%	+$66.2K	0.23%	47
2024 Q3	$352K	Sell	12,254 -292	-2%	-$8.06K	0.22%	42
2024 Q2	$333K	Sell	12,546 -1,180	-9%	-$32.1K	0.15%	73
2024 Q1	$373K	Sell	13,726 -13,726	-50%	-$358K	0.15%	114
2023 Q4	$715K	Buy	27,452 +8,730	+47%	+$216K	0.32%	40
2023 Q3	$458K	Sell	18,722 -620	-3%	-$15.4K	0.44%	30
2023 Q2	$473K	Buy	19,342 +4,480	+30%	+$110K	0.46%	29
2023 Q1	$361K	Sell	14,862 -422	-3%	-$10.2K	0.37%	37
2022 Q4	$351K	Buy	+15,284	New	+$332K	0.37%	45

Other funds holding EFV

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

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

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 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 13.06% 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

Delap Wealth Advisory's EFV Position: Q3 2026 in Review

Delap Wealth Advisory increased its iShares MSCI EAFE Value ETF (EFV) stake by 9.7% in Q3 2026, buying an estimated $51.1K and bringing the position to 14,354 shares worth $568K. The position accounts for 0.2% of the portfolio, ranked #53.

Delap Wealth Advisory first reported a position in EFV in Q4 2022 and has held it in 16 quarters since. The position peaked at $715K in Q4 2023. 791 funds tracked by Wall St. Rank hold EFV as of Q3 2026.

Delap Wealth Advisory held 14,354 shares of iShares MSCI EAFE Value ETF worth $568K as of Q3 2026.
Delap Wealth Advisory bought 1,268 iShares MSCI EAFE Value ETF shares in Q3 2026, an estimated $51.1K.
iShares MSCI EAFE Value ETF made up 0.2% of Delap Wealth Advisory's portfolio in Q3 2026, its #53 holding.
Delap Wealth Advisory first reported a position in iShares MSCI EAFE Value ETF in Q4 2022 and has held it in 16 quarters since.
Delap Wealth Advisory's iShares MSCI EAFE Value ETF position peaked at $715K in Q4 2023.
791 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q3 2026.

Based on Delap Wealth Advisory's 13F filing for Q3 2026, filed 16 Oct 2026.