Cambridge Financial Group (Arizona)’s iShares MSCI EAFE Value ETF EFV Stock Holding History

Cambridge Financial Group (Arizona)’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	$351K	Hold	4,589	–	–	0.11%	122
2026 Q1	$341K	Hold	4,589	–	–	0.12%	130
2025 Q4	$249K	Hold	4,589	–	–	0.09%	152
2025 Q3	$311K	Hold	4,589	–	–	0.1%	140
2025 Q2	$291K	Hold	4,589	–	–	0.11%	120
2025 Q1	$271K	Hold	4,589	–	–	0.11%	119
2024 Q4	$241K	Buy	4,589 +425	+10%	+$23.3K	0.1%	120
2024 Q3	$240K	Hold	4,164	–	–	0.1%	121
2024 Q2	$221K	Hold	4,164	–	–	0.1%	122
2024 Q1	$227K	Hold	4,164	–	–	0.11%	115
2023 Q4	$217K	Buy	+4,164	New	+$206K	0.11%	118

Other funds holding EFV

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

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

FSWA

Financial Synergies Wealth Advisors Houston, Texas $1.18B AUM 31.41% 1-Year Est. Return

BAM

Brave Asset Management Summit, New Jersey $467M AUM 33.05% 1-Year Est. Return

Cambridge Financial Group (Arizona)'s EFV Position: Q2 2026 in Review

Cambridge Financial Group (Arizona) held its iShares MSCI EAFE Value ETF (EFV) position steady in Q2 2026 at 4,589 shares worth $351K. The position accounts for 0.11% of the portfolio, ranked #122.

Cambridge Financial Group (Arizona) first reported a position in EFV in Q4 2023 and has held it in 11 quarters since. 418 funds tracked by Wall St. Rank hold EFV as of Q2 2026.

Cambridge Financial Group (Arizona) held 4,589 shares of iShares MSCI EAFE Value ETF worth $351K as of Q2 2026.
Cambridge Financial Group (Arizona) left its iShares MSCI EAFE Value ETF share count unchanged in Q2 2026.
iShares MSCI EAFE Value ETF made up 0.11% of Cambridge Financial Group (Arizona)'s portfolio in Q2 2026, its #122 holding.
Cambridge Financial Group (Arizona) first reported a position in iShares MSCI EAFE Value ETF in Q4 2023 and has held it in 11 quarters since.
418 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q2 2026.

Based on Cambridge Financial Group (Arizona)'s 13F filing for Q2 2026, filed 14 Jul 2026.