DWM
EFV icon

Dopkins Wealth Management’s iShares MSCI EAFE Value ETF EFV Stock Holding History

Dopkins Wealth Management’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 		$430K Hold
5,624
– – 0.16% 59
2026
Q1 		$418K Hold
5,624
– – 0.17% 57
2025
Q4 		$402K Sell
5,624
-86
-2% -$5.98K 0.16% 56
2025
Q3 		$387K Hold
5,710
– – 0.16% 57
2025
Q2 		$362K Sell
5,710
-33
-0.6% -$2.02K 0.16% 58
2025
Q1 		$338K Sell
5,743
-21
-0.4% -$1.19K 0.17% 58
2024
Q4 		$302K Buy
5,764
+332
+6% +$18.2K 0.15% 63
2024
Q3 		$312K Sell
5,432
-247
-4% -$13.6K 0.25% 44
2024
Q2 		$301K Hold
5,679
– – 0.18% 60
2024
Q1 		$309K Sell
5,679
-1,169
-17% -$61K 0.19% 59
2023
Q4 		$357K Sell
6,848
-192
-3% -$9.5K 0.28% 34
2023
Q3 		$344K Buy
7,040
+192
+3% +$9.51K 0.26% 43
2023
Q2 		$335K Buy
6,848
+177
+3% +$8.71K 0.3% 32
2023
Q1 		$324K Sell
6,671
-11
-0.2% -$532 0.3% 30
2022
Q4 		$307K Buy
6,682
+77
+1% +$3.34K 0.27% 32
2022
Q3 		$254K Hold
6,605
– – 0.28% 34
2022
Q2 		$287K Buy
6,605
+200
+3% +$9.52K 0.31% 29
2022
Q1 		$322K Buy
6,405
+13
+0.2% +$661 0.35% 31
2021
Q4 		$322K Buy
+6,392
New +$326K 0.32% 31

Other funds holding EFV

AOI
Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 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 $6.82B AUM 30.02% 1-Year Est. Return
BAM
Brave Asset Management Summit, New Jersey $467M AUM 33.05% 1-Year Est. Return
OWA
Octavia Wealth Advisors Cincinnati, Ohio $1.16B AUM 25.42% 1-Year Est. Return
WFPG
Waller Financial Planning Group Columbus, Ohio $486M AUM 17.78% 1-Year Est. Return
ACA
Affinity Capital Advisors Berkeley, California $810M AUM 24.85% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return
ICMP
Integrated Capital Management (Pennsylvania) Jessup, Pennsylvania $143M AUM 18.2% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return