CFO
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Callan Family Office’s iShares MSCI EAFE Value ETF EFV Stock Holding History

Callan Family Office’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
Q1 		$8.67M Sell
116,677
-1,305
-1% -$98.1K 0.2% 101
2025
Q4 		$8.43M Buy
117,982
+13,063
+12% +$908K 0.18% 106
2025
Q3 		$7.12M Sell
104,919
-160
-0.2% -$10.5K 0.23% 100
2025
Q2 		$6.67M Sell
105,079
-4,077
-4% -$249K 0.21% 113
2025
Q1 		$6.43M Sell
109,156
-4,510
-4% -$255K 0.48% 44
2024
Q4 		$5.96M Buy
113,666
+6,753
+6% +$370K 0.38% 46
2024
Q3 		$6.15M Sell
106,913
-2,190
-2% -$121K 1.03% 21
2024
Q2 		$5.79M Sell
109,103
-15,265
-12% -$830K 1.11% 20
2024
Q1 		$6.77M Buy
124,368
+10,367
+9% +$541K 1.59% 13
2023
Q4 		$5.94M Sell
114,001
-12,765
-10% -$632K 1.47% 14
2023
Q3 		$6.2M Buy
126,766
+29,468
+30% +$1.46M 1.65% 13
2023
Q2 		$4.76M Buy
97,298
+110
+0.1% +$5.42K 1.26% 19
2023
Q1 		$4.72M Sell
97,188
-90
-0.1% -$4.36K 1.14% 19
2022
Q4 		$4.46M Buy
+97,278
New +$4.22M 1.44% 15

Other funds holding EFV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Callan Family Office's EFV Position: Q1 2026 in Review

Callan Family Office reduced its iShares MSCI EAFE Value ETF (EFV) stake by 1.1% in Q1 2026, selling an estimated $98.1K and leaving 116,677 shares worth $8.67M. The position accounts for 0.2% of the portfolio, ranked #101.

Callan Family Office first reported a position in EFV in Q4 2022 and has held it in 14 quarters since. 1,254 funds tracked by Wall St. Rank hold EFV as of Q1 2026.

  • Callan Family Office held 116,677 shares of iShares MSCI EAFE Value ETF worth $8.67M as of Q1 2026.
  • Callan Family Office sold 1,305 iShares MSCI EAFE Value ETF shares in Q1 2026, an estimated $98.1K.
  • iShares MSCI EAFE Value ETF made up 0.2% of Callan Family Office's portfolio in Q1 2026, its #101 holding.
  • Callan Family Office first reported a position in iShares MSCI EAFE Value ETF in Q4 2022 and has held it in 14 quarters since.
  • 1,254 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q1 2026.

Based on Callan Family Office's 13F filing for Q1 2026, filed 13 May 2026.