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

Gilpin 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
Q3 		$127K Hold
1,610
– – 0.09% 168
2026
Q2 		$123K Sell
1,610
-27
-2% -$2.09K 0.09% 165
2026
Q1 		$122K Sell
1,637
-9
-0.5% -$676 0.1% 153
2025
Q4 		$118K Buy
+1,646
New +$114K 0.09% 145

Other funds holding EFV

HC
Hamilton Capital Columbus, Ohio $1.78B AUM 13.07% 1-Year Est. Return
WFPG
Waller Financial Planning Group Columbus, Ohio $493M AUM 11.61% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
ICMP
Integrated Capital Management (Pennsylvania) Jessup, Pennsylvania $139M AUM 11.73% 1-Year Est. Return
RFA
RTD Financial Advisors Philadelphia, Pennsylvania $914M AUM 11.18% 1-Year Est. Return
CPBTD
Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
MBT
Montecito Bank & Trust Santa Barbara, California $660M AUM 18.73% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return

Gilpin Wealth Management's EFV Position: Q3 2026 in Review

Gilpin Wealth Management held its iShares MSCI EAFE Value ETF (EFV) position steady in Q3 2026 at 1,610 shares worth $127K. The position accounts for 0.09% of the portfolio, ranked #168.

Gilpin Wealth Management first reported a position in EFV in Q4 2025 and has held it in 4 quarters since. 70 funds tracked by Wall St. Rank hold EFV as of Q3 2026.

  • Gilpin Wealth Management held 1,610 shares of iShares MSCI EAFE Value ETF worth $127K as of Q3 2026.
  • Gilpin Wealth Management left its iShares MSCI EAFE Value ETF share count unchanged in Q3 2026.
  • iShares MSCI EAFE Value ETF made up 0.09% of Gilpin Wealth Management's portfolio in Q3 2026, its #168 holding.
  • Gilpin Wealth Management first reported a position in iShares MSCI EAFE Value ETF in Q4 2025 and has held it in 4 quarters since.
  • 70 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q3 2026.

Based on Gilpin Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.