Discipline Wealth Solutions
EFV icon

Discipline Wealth Solutions’s iShares MSCI EAFE Value ETF EFV Stock Holding History

Discipline Wealth Solutions’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 		$1.69M Buy
42,762
+38
+0.1% +$1.53K 0.15% 70
2026
Q2 		$1.64M Sell
42,724
-386
-0.9% -$14.9K 0.14% 71
2026
Q1 		$1.6M Sell
43,110
-12
-0% -$451 0.17% 65
2025
Q4 		$1.54M Sell
43,122
-9,996
-19% -$347K 0.29% 58
2025
Q3 		$1.8M Buy
53,118
+14,936
+39% +$492K 0.48% 43
2025
Q2 		$1.21M Buy
38,182
+15,530
+69% +$475K 0.46% 37
2025
Q1 		$668K Buy
22,652
+348
+2% +$9.8K 0.32% 39
2024
Q4 		$585K Sell
22,304
-1,782
-7% -$48.8K 0.27% 44
2024
Q3 		$693K Buy
24,086
+9,924
+70% +$274K 0.37% 36
2024
Q2 		$376K Buy
+14,162
New +$385K 0.3% 21

Other funds holding EFV

US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Park Avenue Securities
Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return
Auto-Owners Insurance
Auto-Owners Insurance Lansing, Michigan $3.2B AUM 21.13% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Signature Estate & Investment Advisors
Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return
Hamilton Capital
Hamilton Capital Columbus, Ohio $1.78B AUM 13.06% 1-Year Est. Return
OpenArc Corporate Advisory
OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return
Empirical Wealth Management
Empirical Wealth Management Seattle, Washington $7.38B AUM 22.9% 1-Year Est. Return
Sagespring Wealth Partners
Sagespring Wealth Partners Franklin, Tennessee $6.71B AUM 16.81% 1-Year Est. Return

Discipline Wealth Solutions's EFV Position: Q3 2026 in Review

Discipline Wealth Solutions increased its iShares MSCI EAFE Value ETF (EFV) stake by 0.09% in Q3 2026, buying an estimated $1.53K and bringing the position to 42,762 shares worth $1.69M. The position accounts for 0.15% of the portfolio, ranked #70.

Discipline Wealth Solutions first reported a position in EFV in Q2 2024 and has held it in 10 quarters since. The position peaked at $1.8M in Q3 2025. 851 funds tracked by Wall St. Rank hold EFV as of Q3 2026.

  • Discipline Wealth Solutions held 42,762 shares of iShares MSCI EAFE Value ETF worth $1.69M as of Q3 2026.
  • Discipline Wealth Solutions bought 38 iShares MSCI EAFE Value ETF shares in Q3 2026, an estimated $1.53K.
  • iShares MSCI EAFE Value ETF made up 0.15% of Discipline Wealth Solutions's portfolio in Q3 2026, its #70 holding.
  • Discipline Wealth Solutions first reported a position in iShares MSCI EAFE Value ETF in Q2 2024 and has held it in 10 quarters since.
  • Discipline Wealth Solutions's iShares MSCI EAFE Value ETF position peaked at $1.8M in Q3 2025.
  • 851 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q3 2026.

Based on Discipline Wealth Solutions's 13F filing for Q3 2026, filed 14 Oct 2026.