Cambridge Investment Research Advisors
EFV icon

Cambridge Investment Research Advisors’s iShares MSCI EAFE Value ETF EFV Stock Holding History

Cambridge Investment Research 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 		$42.2M Sell
551,628
-265,374
-32% -$20.5M 0.09% 212
2026
Q1 		$60.7M Buy
817,002
+17,841
+2% +$1.34M 0.16% 116
2025
Q4 		$57.1M Sell
799,161
-48,909
-6% -$3.4M 0.15% 124
2025
Q3 		$57.5M Sell
848,070
-74,236
-8% -$4.89M 0.16% 116
2025
Q2 		$58.5M Buy
922,306
+232,275
+34% +$14.2M 0.18% 102
2025
Q1 		$40.7M Sell
690,031
-108,394
-14% -$6.13M 0.14% 141
2024
Q4 		$41.9M Buy
798,425
+20,799
+3% +$1.14M 0.14% 135
2024
Q3 		$44.7M Buy
777,626
+264,518
+52% +$14.6M 0.15% 129
2024
Q2 		$27.2M Sell
513,108
-98,962
-16% -$5.38M 0.1% 192
2024
Q1 		$33.3M Buy
612,070
+18,239
+3% +$952K 0.13% 152
2023
Q4 		$30.9M Sell
593,831
-204,278
-26% -$10.1M 0.13% 152
2023
Q3 		$39.1M Buy
798,109
+228,661
+40% +$11.3M 0.18% 102
2023
Q2 		$27.9M Sell
569,448
-56,023
-9% -$2.76M 0.13% 158
2023
Q1 		$30.4M Sell
625,471
-138,058
-18% -$6.68M 0.15% 139
2022
Q4 		$35M Sell
763,529
-21,771
-3% -$945K 0.18% 104
2022
Q3 		$30.3M Buy
785,300
+25,136
+3% +$1.07M 0.17% 112
2022
Q2 		$33M Buy
760,164
+91,761
+14% +$4.37M 0.18% 108
2022
Q1 		$33.6M Buy
668,403
+55,529
+9% +$2.82M 0.15% 128
2021
Q4 		$30.9M Buy
612,874
+73,437
+14% +$3.75M 0.14% 153
2021
Q3 		$27.4M Buy
539,437
+106,278
+25% +$5.51M 0.14% 161
2021
Q2 		$22.4M Buy
433,159
+149,613
+53% +$7.91M 0.11% 197
2021
Q1 		$14.5M Buy
283,546
+190,372
+204% +$9.47M 0.08% 247
2020
Q4 		$4.4M Sell
93,174
-16,395
-15% -$723K 0.03% 578
2020
Q3 		$4.42M Buy
109,569
+2,824
+3% +$117K 0.03% 503
2020
Q2 		$4.27M Buy
106,745
+3,366
+3% +$128K 0.03% 492
2020
Q1 		$3.69M Buy
103,379
+7,796
+8% +$347K 0.04% 460
2019
Q4 		$4.77M Buy
95,583
+195
+0.2% +$9.56K 0.04% 486
2019
Q3 		$4.52M Buy
95,388
+1,148
+1% +$53.5K 0.04% 449
2019
Q2 		$4.53M Sell
94,240
-5,945
-6% -$290K 0.04% 421
2019
Q1 		$4.9M Sell
100,185
-4,916
-5% -$237K 0.05% 376
2018
Q4 		$4.75M Buy
105,101
+7,127
+7% +$343K 0.05% 341
2018
Q3 		$5.09M Buy
97,974
+9,954
+11% +$513K 0.05% 366
2018
Q2 		$4.52M Buy
88,020
+1,893
+2% +$103K 0.05% 372
2018
Q1 		$4.7M Buy
86,127
+39,052
+83% +$2.19M 0.05% 338
2017
Q4 		$2.6M Buy
47,075
+3,410
+8% +$187K 0.03% 499
2017
Q3 		$2.38M Buy
43,665
+6,330
+17% +$336K 0.03% 483
2017
Q2 		$1.93M Buy
37,335
+1,900
+5% +$98.2K 0.03% 537
2017
Q1 		$1.78M Buy
35,435
+9,200
+35% +$452K 0.03% 476
2016
Q4 		$1.24M Sell
26,235
-4,436
-14% -$206K 0.02% 585
2016
Q3 		$1.42M Buy
30,671
+3,744
+14% +$168K 0.03% 538
2016
Q2 		$1.16M Buy
26,927
+10,733
+66% +$484K 0.02% 545
2016
Q1 		$726K Sell
16,194
-14,415
-47% -$623K 0.02% 711
2015
Q4 		$1.42M Buy
30,609
+1,937
+7% +$93.5K 0.03% 441
2015
Q3 		$1.33M Buy
28,672
+14,378
+101% +$726K 0.04% 402
2015
Q2 		$748K Buy
14,294
+1,143
+9% +$63.1K 0.02% 625
2015
Q1 		$701K Buy
13,151
+8,049
+158% +$422K 0.02% 640
2014
Q4 		$260K Sell
5,102
-588
-10% -$31K 0.01% 1079
2014
Q3 		$311K Buy
5,690
+1,060
+23% +$60.5K 0.01% 1073
2014
Q2 		$271K Buy
4,630
+216
+5% +$12.7K 0.01% 1052
2014
Q1 		$254K Sell
4,414
-10,520
-70% -$594K 0.01% 1028
2013
Q4 		$854K Buy
14,934
+59
+0.4% +$3.3K 0.04% 450
2013
Q3 		$809K Sell
14,875
-2,323
-14% -$121K 0.04% 432
2013
Q2 		$832K Buy
+17,198
New +$883K 0.04% 367

Other funds holding EFV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
DWM
Dynasty Wealth Management St. Petersburg, Florida $13.5B AUM 21.55% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Cambridge Investment Research Advisors's EFV Position: Q2 2026 in Review

Cambridge Investment Research Advisors reduced its iShares MSCI EAFE Value ETF (EFV) stake by 32% in Q2 2026, selling an estimated $20.5M and leaving 551,628 shares worth $42.2M. The position accounts for 0.09% of the portfolio, ranked #212.

Cambridge Investment Research Advisors first reported a position in EFV in Q2 2013 and has held it in 53 quarters since. The position peaked at $60.7M in Q1 2026. 1,245 funds tracked by Wall St. Rank hold EFV as of Q2 2026.

  • Cambridge Investment Research Advisors held 551,628 shares of iShares MSCI EAFE Value ETF worth $42.2M as of Q2 2026.
  • Cambridge Investment Research Advisors sold 265,374 iShares MSCI EAFE Value ETF shares in Q2 2026, an estimated $20.5M.
  • iShares MSCI EAFE Value ETF made up 0.09% of Cambridge Investment Research Advisors's portfolio in Q2 2026, its #212 holding.
  • Cambridge Investment Research Advisors first reported a position in iShares MSCI EAFE Value ETF in Q2 2013 and has held it in 53 quarters since.
  • Cambridge Investment Research Advisors's iShares MSCI EAFE Value ETF position peaked at $60.7M in Q1 2026.
  • 1,245 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q2 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.