CBIZ Investment Advisory Services’s iShares MSCI EAFE Value ETF EFV Stock Holding History

CBIZ Investment Advisory Services’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	$7.21K	Hold	97	–	–	﹤0.01%	184
2026 Q1	$7.21K	Hold	97	–	–	﹤0.01%	184
2025 Q4	$6.93K	Hold	97	–	–	﹤0.01%	455
2025 Q3	$6.58K	Buy	+97	New	+$6.39K	﹤0.01%	409
2020 Q3	–	Hold	0	–	–	–	101
2020 Q2	–	Hold	0	–	–	–	108
2020 Q1	–	Hold	0	–	–	–	194
2019 Q4	–	Hold	0	–	–	–	130

Other funds holding EFV

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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 Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

CBIZ Investment Advisory Services's EFV Position: Q2 2026 in Review

CBIZ Investment Advisory Services held its iShares MSCI EAFE Value ETF (EFV) position steady in Q2 2026 at 97 shares worth $7.21K. The position accounts for ﹤0.01% of the portfolio, ranked #184.

CBIZ Investment Advisory Services first reported a position in EFV in Q3 2025 and has held it in 4 quarters since. 1,245 funds tracked by Wall St. Rank hold EFV as of Q2 2026.

CBIZ Investment Advisory Services held 97 shares of iShares MSCI EAFE Value ETF worth $7.21K as of Q2 2026.
CBIZ Investment Advisory Services left its iShares MSCI EAFE Value ETF share count unchanged in Q2 2026.
iShares MSCI EAFE Value ETF made up ﹤0.01% of CBIZ Investment Advisory Services's portfolio in Q2 2026, its #184 holding.
CBIZ Investment Advisory Services first reported a position in iShares MSCI EAFE Value ETF in Q3 2025 and has held it in 4 quarters since.
1,245 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q2 2026.

Based on CBIZ Investment Advisory Services's 13F filing for Q2 2026, filed 13 Aug 2026.