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

AOI

Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 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

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 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

CSP

Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return

OWA

Octavia Wealth Advisors Cincinnati, Ohio $1.16B AUM 25.42% 1-Year Est. Return

WFPG

Waller Financial Planning Group Columbus, Ohio $486M AUM 17.78% 1-Year Est. Return

ACA

Affinity Capital Advisors Berkeley, California $810M AUM 24.85% 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. 245 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.
245 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.