CFA
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Cahill Financial Advisors’s iShares MSCI EAFE Value ETF EFV Stock Holding History

Cahill Financial Advisors’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 		$4.91M Sell
64,079
-137
-0.2% -$10.6K 0.47% 37
2026
Q1 		$4.77M Sell
64,216
-5,973
-9% -$449K 0.52% 34
2025
Q4 		$5.01M Buy
70,189
+1,527
+2% +$106K 0.55% 32
2025
Q3 		$4.66M Sell
68,662
-2,341
-3% -$154K 0.53% 36
2025
Q2 		$4.51M Buy
71,003
+64
+0.1% +$3.92K 0.56% 34
2025
Q1 		$4.18M Sell
70,939
-2,080
-3% -$118K 0.57% 32
2024
Q4 		$3.83M Sell
73,019
-9,635
-12% -$528K 0.52% 32
2024
Q3 		$4.76M Sell
82,654
-81,779
-50% -$4.52M 0.65% 30
2024
Q2 		$8.72M Sell
164,433
-146,100
-47% -$7.94M 1.19% 20
2024
Q1 		$16.9M Buy
310,533
+17,383
+6% +$907K 2.3% 12
2023
Q4 		$15.3M Buy
293,150
+15,215
+5% +$753K 2.26% 13
2023
Q3 		$13.6M Buy
277,935
+682
+0.2% +$33.8K 2.26% 13
2023
Q2 		$13.6M Buy
277,253
+23,358
+9% +$1.15M 2.19% 14
2023
Q1 		$12.3M Buy
253,895
+26,976
+12% +$1.31M 2.19% 12
2022
Q4 		$10.4M Sell
226,919
-50,841
-18% -$2.21M 2% 15
2022
Q3 		$10.7M Buy
277,760
+31,806
+13% +$1.36M 2.26% 10
2022
Q2 		$10.7M Buy
245,954
+22,700
+10% +$1.08M 2.27% 10
2022
Q1 		$11.2M Buy
223,254
+106,072
+91% +$5.39M 2.11% 12
2021
Q4 		$5.91M Buy
117,182
+34,740
+42% +$1.77M 1.14% 19
2021
Q3 		$4.19M Buy
82,442
+67,974
+470% +$3.52M 0.86% 24
2021
Q2 		$749K Buy
14,468
+7,577
+110% +$401K 0.17% 116
2021
Q1 		$351K Buy
+6,891
New +$343K 0.09% 158

Other funds holding EFV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
OCA
OpenArc Corporate Advisory Atlanta, Georgia $8.41B AUM

Cahill Financial Advisors's EFV Position: Q2 2026 in Review

Cahill Financial Advisors reduced its iShares MSCI EAFE Value ETF (EFV) stake by 0.21% in Q2 2026, selling an estimated $10.6K and leaving 64,079 shares worth $4.91M. The position accounts for 0.47% of the portfolio, ranked #37.

Cahill Financial Advisors first reported a position in EFV in Q1 2021 and has held it in 22 quarters since. The position peaked at $16.9M in Q1 2024. 974 funds tracked by Wall St. Rank hold EFV as of Q2 2026.

  • Cahill Financial Advisors held 64,079 shares of iShares MSCI EAFE Value ETF worth $4.91M as of Q2 2026.
  • Cahill Financial Advisors sold 137 iShares MSCI EAFE Value ETF shares in Q2 2026, an estimated $10.6K.
  • iShares MSCI EAFE Value ETF made up 0.47% of Cahill Financial Advisors's portfolio in Q2 2026, its #37 holding.
  • Cahill Financial Advisors first reported a position in iShares MSCI EAFE Value ETF in Q1 2021 and has held it in 22 quarters since.
  • Cahill Financial Advisors's iShares MSCI EAFE Value ETF position peaked at $16.9M in Q1 2024.
  • 974 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q2 2026.

Based on Cahill Financial Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.