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Chilton Investment Company’s iShares MSCI EAFE Value ETF EFV Stock Holding History

Chilton Investment Company’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 		$885K Hold
11,900
– – 0.02% 165
2025
Q4 		$850K Hold
11,900
– – 0.02% 167
2025
Q3 		$807K Buy
+11,900
New +$784K 0.02% 158

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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

Chilton Investment Company's EFV Position: Q1 2026 in Review

Chilton Investment Company held its iShares MSCI EAFE Value ETF (EFV) position steady in Q1 2026 at 11,900 shares worth $885K. The position accounts for 0.02% of the portfolio, ranked #165.

Chilton Investment Company first reported a position in EFV in Q3 2025 and has held it in 3 quarters since. 1,255 funds tracked by Wall St. Rank hold EFV as of Q1 2026.

  • Chilton Investment Company held 11,900 shares of iShares MSCI EAFE Value ETF worth $885K as of Q1 2026.
  • Chilton Investment Company left its iShares MSCI EAFE Value ETF share count unchanged in Q1 2026.
  • iShares MSCI EAFE Value ETF made up 0.02% of Chilton Investment Company's portfolio in Q1 2026, its #165 holding.
  • Chilton Investment Company first reported a position in iShares MSCI EAFE Value ETF in Q3 2025 and has held it in 3 quarters since.
  • 1,255 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q1 2026.

Based on Chilton Investment Company's 13F filing for Q1 2026, filed 15 May 2026.