Cetera Investment Advisers
EFV icon

Cetera Investment Advisers’s iShares MSCI EAFE Value ETF EFV Stock Holding History

Cetera Investment Advisers’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 		$291M Buy
3,915,091
+20,907
+0.5% +$1.57M 0.31% 56
2025
Q4 		$278M Sell
3,894,184
-104,863
-3% -$7.29M 0.3% 56
2025
Q3 		$271M Buy
3,999,047
+140,569
+4% +$9.26M 0.32% 53
2025
Q2 		$245M Buy
3,858,478
+1,086,486
+39% +$66.5M 0.41% 38
2025
Q1 		$163M Sell
2,771,992
-233,392
-8% -$13.2M 0.32% 62
2024
Q4 		$158M Buy
3,005,384
+244,299
+9% +$13.4M 0.33% 58
2024
Q3 		$159M Buy
2,761,085
+1,312,214
+91% +$72.5M 0.35% 52
2024
Q2 		$76.8M Sell
1,448,871
-606,797
-30% -$33M 0.18% 111
2024
Q1 		$112M Buy
2,055,668
+526,655
+34% +$27.5M 0.26% 74
2023
Q4 		$79.7M Sell
1,529,013
-192,865
-11% -$9.54M 0.65% 24
2023
Q3 		$84.3M Buy
1,721,878
+420,666
+32% +$20.8M 0.73% 22
2023
Q2 		$63.7M Sell
1,301,212
-15,662
-1% -$771K 0.54% 33
2023
Q1 		$63.9M Sell
1,316,874
-324,810
-20% -$15.7M 0.56% 32
2022
Q4 		$75.3M Buy
1,641,684
+1,238,606
+307% +$53.8M 0.7% 24
2022
Q3 		$15.5M Sell
403,078
-88,898
-18% -$3.79M 0.31% 68
2022
Q2 		$21.4M Buy
491,976
+88,400
+22% +$4.21M 0.34% 52
2022
Q1 		$20.3M Buy
403,576
+60,755
+18% +$3.09M 0.29% 64
2021
Q4 		$17.3M Sell
342,821
-65,020
-16% -$3.32M 0.25% 78
2021
Q3 		$20.7M Buy
407,841
+22,032
+6% +$1.14M 0.33% 56
2021
Q2 		$20M Buy
385,809
+110,532
+40% +$5.85M 0.32% 59
2021
Q1 		$14M Buy
275,277
+85,393
+45% +$4.25M 0.28% 76
2020
Q4 		$8.96M Buy
189,884
+32,562
+21% +$1.44M 0.18% 126
2020
Q3 		$6.35M Buy
157,322
+7,749
+5% +$321K 0.52% 36
2020
Q2 		$5.98M Buy
149,573
+10,817
+8% +$413K 0.55% 34
2020
Q1 		$4.95M Buy
138,756
+18,338
+15% +$816K 0.61% 33
2019
Q4 		$6.01M Buy
120,418
+9,389
+8% +$460K 0.6% 39
2019
Q3 		$5.25M Buy
111,029
+13,523
+14% +$630K 0.64% 33
2019
Q2 		$4.68M Buy
97,506
+9,670
+11% +$472K 0.6% 36
2019
Q1 		$4.29M Buy
87,836
+5,972
+7% +$287K 0.61% 39
2018
Q4 		$3.7M Buy
81,864
+6,155
+8% +$297K 0.6% 38
2018
Q3 		$3.93M Buy
75,709
+44,127
+140% +$2.27M 0.57% 41
2018
Q2 		$1.62M Buy
31,582
+840
+3% +$45.9K 0.28% 94
2018
Q1 		$1.68M Buy
30,742
+1,263
+4% +$70.9K 0.31% 84
2017
Q4 		$1.63M Buy
29,479
+629
+2% +$34.5K 0.3% 92
2017
Q3 		$1.58M Sell
28,850
-1,252
-4% -$66.5K 0.35% 79
2017
Q2 		$1.56M Buy
30,102
+7,214
+32% +$373K 0.38% 75
2017
Q1 		$1.15M Buy
22,888
+5,711
+33% +$281K 0.32% 92
2016
Q4 		$811K Buy
+17,177
New +$798K 0.27% 100

Other funds holding EFV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Ameriprise
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

Cetera Investment Advisers's EFV Position: Q1 2026 in Review

Cetera Investment Advisers increased its iShares MSCI EAFE Value ETF (EFV) stake by 0.54% in Q1 2026, buying an estimated $1.57M and bringing the position to 3,915,091 shares worth $291M. The position accounts for 0.31% of the portfolio, ranked #56.

Cetera Investment Advisers first reported a position in EFV in Q4 2016 and has held it in 38 quarters since. 1,254 funds tracked by Wall St. Rank hold EFV as of Q1 2026.

  • Cetera Investment Advisers held 3,915,091 shares of iShares MSCI EAFE Value ETF worth $291M as of Q1 2026.
  • Cetera Investment Advisers bought 20,907 iShares MSCI EAFE Value ETF shares in Q1 2026, an estimated $1.57M.
  • iShares MSCI EAFE Value ETF made up 0.31% of Cetera Investment Advisers's portfolio in Q1 2026, its #56 holding.
  • Cetera Investment Advisers first reported a position in iShares MSCI EAFE Value ETF in Q4 2016 and has held it in 38 quarters since.
  • 1,254 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q1 2026.

Based on Cetera Investment Advisers's 13F filing for Q1 2026, filed 13 May 2026.