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Chatterton & Associates’s iShares MSCI EAFE Value ETF EFV Stock Holding History

Chatterton & Associates’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 		$677K Sell
8,701
-25,830
-75% -$2M 0.4% 48
2026
Q1 		$2.68M Sell
34,531
-10,471
-23% -$787K 1.88% 20
2025
Q4 		$3.21M Buy
+45,002
New +$3.13M 2.75% 12

Other funds holding EFV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
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
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
OCA
OpenArc Corporate Advisory Atlanta, Georgia $8.41B AUM
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
HMH
Hackensack Meridian Health Edison, New Jersey $1.48B AUM 21% 1-Year Est. Return
SWP
Sagespring Wealth Partners Franklin, Tennessee $6.51B AUM 25.32% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Chatterton & Associates's EFV Position: Q2 2026 in Review

Chatterton & Associates reduced its iShares MSCI EAFE Value ETF (EFV) stake by 75% in Q2 2026, selling an estimated $2M and leaving 8,701 shares worth $677K. The position accounts for 0.4% of the portfolio, ranked #48.

Chatterton & Associates first reported a position in EFV in Q4 2025 and has held it in 3 quarters since. The position peaked at $3.21M in Q4 2025. 785 funds tracked by Wall St. Rank hold EFV as of Q2 2026.

  • Chatterton & Associates held 8,701 shares of iShares MSCI EAFE Value ETF worth $677K as of Q2 2026.
  • Chatterton & Associates sold 25,830 iShares MSCI EAFE Value ETF shares in Q2 2026, an estimated $2M.
  • iShares MSCI EAFE Value ETF made up 0.4% of Chatterton & Associates's portfolio in Q2 2026, its #48 holding.
  • Chatterton & Associates first reported a position in iShares MSCI EAFE Value ETF in Q4 2025 and has held it in 3 quarters since.
  • Chatterton & Associates's iShares MSCI EAFE Value ETF position peaked at $3.21M in Q4 2025.
  • 785 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q2 2026.

Based on Chatterton & Associates's 13F filing for Q2 2026, filed 14 Jul 2026.