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

CFS 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 		$3.1M Sell
39,814
-138,851
-78% -$10.8M 0.21% 94
2026
Q1 		$14M Sell
178,665
-98,234
-35% -$7.38M 0.97% 26
2025
Q4 		$19.8M Sell
276,899
-27,182
-9% -$1.89M 1.44% 15
2025
Q3 		$20.8M Sell
304,081
-91,525
-23% -$6.03M 1.55% 12
2025
Q2 		$25.1M Buy
395,606
+122,043
+45% +$7.47M 2.05% 8
2025
Q1 		$16.1M Sell
273,563
-62,838
-19% -$3.55M 1.43% 17
2024
Q4 		$17.7M Sell
336,401
-306,897
-48% -$16.8M 1.58% 14
2024
Q3 		$37M Buy
643,298
+357,004
+125% +$19.7M 3.11% 6
2024
Q2 		$15.2M Buy
+286,294
New +$15.6M 1.23% 20
2023
Q3 		– Sell
-261,799
Closed -$12.8M – 177
2023
Q2 		$12.8M Buy
+261,799
New +$12.9M 1.64% 18
2022
Q3 		– Sell
-404,602
Closed -$17.6M – 271
2022
Q2 		$17.6M Sell
404,602
-19,284,753
-98% -$918M 2.69% 5
2022
Q1 		$392K Buy
19,689,355
+19,236,645
+4,249% +$978M 1.71% 14
2021
Q4 		$23.3M Buy
452,710
+13,034
+3% +$665K 3.13% 5
2021
Q3 		$22.4M Buy
+439,676
New +$22.8M 3.06% 5

Other funds holding EFV

AOI
Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 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
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 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

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

CFS Investment Advisory Services reduced its iShares MSCI EAFE Value ETF (EFV) stake by 78% in Q2 2026, selling an estimated $10.8M and leaving 39,814 shares worth $3.1M. The position accounts for 0.21% of the portfolio, ranked #94.

CFS Investment Advisory Services first reported a position in EFV in Q3 2021 and has held it in 14 quarters since. The position peaked at $37M in Q3 2024. 419 funds tracked by Wall St. Rank hold EFV as of Q2 2026.

  • CFS Investment Advisory Services held 39,814 shares of iShares MSCI EAFE Value ETF worth $3.1M as of Q2 2026.
  • CFS Investment Advisory Services sold 138,851 iShares MSCI EAFE Value ETF shares in Q2 2026, an estimated $10.8M.
  • iShares MSCI EAFE Value ETF made up 0.21% of CFS Investment Advisory Services's portfolio in Q2 2026, its #94 holding.
  • CFS Investment Advisory Services first reported a position in iShares MSCI EAFE Value ETF in Q3 2021 and has held it in 14 quarters since.
  • CFS Investment Advisory Services's iShares MSCI EAFE Value ETF position peaked at $37M in Q3 2024.
  • 419 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q2 2026.

Based on CFS Investment Advisory Services's 13F filing for Q2 2026, filed 16 Jul 2026.