Canandaigua National Corp’s iShares MSCI EAFE Value ETF EFV Stock Holding History

Canandaigua National Corp’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	$325K	Buy	+4,368	New	+$328K	0.03%	272

Other funds holding EFV

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

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

Canandaigua National Corp's EFV Position: Q1 2026 in Review

Canandaigua National Corp opened a new position in iShares MSCI EAFE Value ETF (EFV) in Q1 2026: 4,368 shares worth $325K. The stake represents 0.03% of the portfolio and ranks #272 among its holdings.

1,259 funds tracked by Wall St. Rank hold EFV as of Q1 2026.

Canandaigua National Corp held 4,368 shares of iShares MSCI EAFE Value ETF worth $325K as of Q1 2026.
iShares MSCI EAFE Value ETF was a new Canandaigua National Corp position in Q1 2026.
iShares MSCI EAFE Value ETF made up 0.03% of Canandaigua National Corp's portfolio in Q1 2026, its #272 holding.
1,259 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q1 2026.

Based on Canandaigua National Corp's 13F filing for Q1 2026, filed 8 Apr 2026.