Cedar Mountain Advisors’s iShares MSCI EAFE Value ETF EFV Stock Holding History

Cedar Mountain 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	$36.6K	Buy	479 +13	+3%	+$1.01K	0.01%	224
2026 Q1	$34.7K	Hold	466	–	–	0.01%	198
2025 Q4	$33.3K	Buy	466 +10	+2%	+$695	0.01%	142
2025 Q3	$30.9K	Hold	456	–	–	0.01%	147
2025 Q2	$28.9K	Buy	456 +10	+2%	+$612	0.01%	132
2025 Q1	$26.3K	Sell	446 -220	-33%	-$12.4K	0.01%	136
2024 Q4	$34.9K	Buy	+666	New	+$36.5K	0.01%	114

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

Cedar Mountain Advisors's EFV Position: Q2 2026 in Review

Cedar Mountain Advisors increased its iShares MSCI EAFE Value ETF (EFV) stake by 2.8% in Q2 2026, buying an estimated $1.01K and bringing the position to 479 shares worth $36.6K. The position accounts for 0.01% of the portfolio, ranked #224.

Cedar Mountain Advisors first reported a position in EFV in Q4 2024 and has held it in 7 quarters since. 1,249 funds tracked by Wall St. Rank hold EFV as of Q2 2026.

Cedar Mountain Advisors held 479 shares of iShares MSCI EAFE Value ETF worth $36.6K as of Q2 2026.
Cedar Mountain Advisors bought 13 iShares MSCI EAFE Value ETF shares in Q2 2026, an estimated $1.01K.
iShares MSCI EAFE Value ETF made up 0.01% of Cedar Mountain Advisors's portfolio in Q2 2026, its #224 holding.
Cedar Mountain Advisors first reported a position in iShares MSCI EAFE Value ETF in Q4 2024 and has held it in 7 quarters since.
1,249 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q2 2026.

Based on Cedar Mountain Advisors's 13F filing for Q2 2026, filed 2 Jul 2026.