CFO4Life Group’s iShares MSCI EAFE Value ETF EFV Stock Holding History

CFO4Life Group’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	$268K	Buy	3,500 +269	+8%	+$20.8K	0.04%	195
2026 Q1	$240K	Hold	3,231	–	–	0.04%	186
2025 Q4	$231K	Sell	3,231 -121	-4%	-$8.41K	0.03%	210
2025 Q3	$227K	Buy	3,352 +57	+2%	+$3.75K	0.03%	208
2025 Q2	$209K	Buy	+3,295	New	+$202K	0.03%	212
2024 Q1	–	Sell	-21,685	Closed	-$1.13M	–	203
2023 Q4	$1.13M	Buy	+21,685	New	+$1.07M	0.22%	60
2023 Q1	–	Sell	-130,771	Closed	-$6M	–	172
2022 Q4	$6M	Buy	+130,771	New	+$5.68M	1.28%	20
2019 Q3	–	Sell	-5,526	Closed	-$266K	–	126
2019 Q2	$266K	Sell	5,526 -8,983	-62%	-$439K	0.12%	95
2019 Q1	$709K	Sell	14,509 -146,549	-91%	-$7.05M	0.33%	48
2018 Q4	$7.28M	Buy	+161,058	New	+$7.76M	3.2%	6

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

CFO4Life Group's EFV Position: Q2 2026 in Review

CFO4Life Group increased its iShares MSCI EAFE Value ETF (EFV) stake by 8.3% in Q2 2026, buying an estimated $20.8K and bringing the position to 3,500 shares worth $268K. The position accounts for 0.04% of the portfolio, ranked #195.

CFO4Life Group first reported a position in EFV in Q4 2018 and has held it in 10 quarters since. The position peaked at $7.28M in Q4 2018. 1,249 funds tracked by Wall St. Rank hold EFV as of Q2 2026.

CFO4Life Group held 3,500 shares of iShares MSCI EAFE Value ETF worth $268K as of Q2 2026.
CFO4Life Group bought 269 iShares MSCI EAFE Value ETF shares in Q2 2026, an estimated $20.8K.
iShares MSCI EAFE Value ETF made up 0.04% of CFO4Life Group's portfolio in Q2 2026, its #195 holding.
CFO4Life Group first reported a position in iShares MSCI EAFE Value ETF in Q4 2018 and has held it in 10 quarters since.
CFO4Life Group's iShares MSCI EAFE Value ETF position peaked at $7.28M in Q4 2018.
1,249 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q2 2026.

Based on CFO4Life Group's 13F filing for Q2 2026, filed 12 Aug 2026.