CIBC Private Wealth Group
EFV icon

CIBC Private Wealth Group’s iShares MSCI EAFE Value ETF EFV Stock Holding History

CIBC Private Wealth 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
2025
Q4 		$1.62M Buy
22,668
+15,323
+209% +$1.06M ﹤0.01% 625
2025
Q3 		$498K Sell
7,345
-445
-6% -$29.3K ﹤0.01% 864
2025
Q2 		$495K Buy
7,790
+705
+10% +$43.1K ﹤0.01% 840
2025
Q1 		$371K Buy
7,085
+8
+0.1% +$453 ﹤0.01% 890
2024
Q4 		$373K Sell
7,077
-260
-4% -$14.2K ﹤0.01% 945
2024
Q3 		$422K Sell
7,337
-821
-10% -$45.3K ﹤0.01% 921
2024
Q2 		$441K Sell
8,158
-1,113
-12% -$60.5K ﹤0.01% 853
2024
Q1 		$501K Sell
9,271
-1,172
-11% -$61.2K ﹤0.01% 838
2023
Q4 		$544K Sell
10,443
-741
-7% -$36.7K ﹤0.01% 777
2023
Q3 		$547K Buy
11,184
+5,487
+96% +$272K ﹤0.01% 727
2023
Q2 		$279K Sell
5,697
-1,166
-17% -$57.4K ﹤0.01% 785
2023
Q1 		$333K Sell
6,863
-13,794
-67% -$668K ﹤0.01% 765
2022
Q4 		$589K Buy
20,657
+12,374
+149% +$537K ﹤0.01% 593
2022
Q3 		$319K Sell
8,283
-961
-10% -$41K ﹤0.01% 776
2022
Q2 		$401K Buy
9,244
+877
+10% +$41.8K ﹤0.01% 746
2022
Q1 		$421K Sell
8,367
-1,000
-11% -$50.8K ﹤0.01% 787
2021
Q4 		$472K Buy
9,367
+132
+1% +$6.74K ﹤0.01% 784
2021
Q3 		$470K Sell
9,235
-262
-3% -$13.6K ﹤0.01% 739
2021
Q2 		$492K Hold
9,497
– – ﹤0.01% 803
2021
Q1 		$484K Hold
9,497
– – ﹤0.01% 809
2020
Q4 		$448K Sell
9,497
-385
-4% -$17K ﹤0.01% 791
2020
Q3 		$399K Buy
+9,882
New +$409K ﹤0.01% 728
2020
Q2 		– Sell
-13,189
Closed -$471K – 651
2020
Q1 		$471K Sell
13,189
-2,596
-16% -$115K ﹤0.01% 639
2019
Q4 		$788K Sell
15,785
-714
-4% -$35K ﹤0.01% 622
2019
Q3 		$782K Sell
16,499
-250
-1% -$11.7K ﹤0.01% 614
2019
Q2 		$805K Sell
16,749
-3,814
-19% -$186K ﹤0.01% 622
2019
Q1 		$1M Sell
20,563
-1,660
-7% -$79.9K ﹤0.01% 585
2018
Q4 		$1M Sell
22,223
-15,639
-41% -$754K ﹤0.01% 564
2018
Q3 		$1.97M Sell
37,862
-13,662
-27% -$704K 0.01% 506
2018
Q2 		$2.65M Sell
51,524
-5,889
-10% -$322K 0.01% 443
2018
Q1 		$3.13M Sell
57,413
-3,435
-6% -$193K 0.01% 426
2017
Q4 		$3.36M Buy
60,848
+8,982
+17% +$493K 0.01% 407
2017
Q3 		$2.83M Buy
+51,866
New +$2.75M 0.01% 421
2016
Q1 		– Sell
-10,735
Closed -$500K – 584
2015
Q4 		$500K Sell
10,735
-9,606
-47% -$464K ﹤0.01% 521
2015
Q3 		$941K Buy
20,341
+2
+0% +$101 0.01% 452
2015
Q2 		$1.06M Buy
20,339
+1,458
+8% +$80.5K 0.01% 455
2015
Q1 		$1.01M Buy
18,881
+1,532
+9% +$80.4K 0.01% 464
2014
Q4 		$885K Buy
17,349
+3,381
+24% +$178K 0.01% 480
2014
Q3 		$764K Buy
13,968
+2,843
+26% +$162K 0.01% 486
2014
Q2 		$652K Buy
11,125
+600
+6% +$35.4K 0.01% 496
2014
Q1 		$611K Buy
+10,525
New +$595K 0.01% 495

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
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

CIBC Private Wealth Group's EFV Position: Q4 2025 in Review

CIBC Private Wealth Group increased its iShares MSCI EAFE Value ETF (EFV) stake by 209% in Q4 2025, buying an estimated $1.06M and bringing the position to 22,668 shares worth $1.62M. The position accounts for ﹤0.01% of the portfolio, ranked #625.

CIBC Private Wealth Group first reported a position in EFV in Q1 2014 and has held it in 41 quarters since. The position peaked at $3.36M in Q4 2017. 1,229 funds tracked by Wall St. Rank hold EFV as of Q4 2025.

  • CIBC Private Wealth Group held 22,668 shares of iShares MSCI EAFE Value ETF worth $1.62M as of Q4 2025.
  • CIBC Private Wealth Group bought 15,323 iShares MSCI EAFE Value ETF shares in Q4 2025, an estimated $1.06M.
  • iShares MSCI EAFE Value ETF made up ﹤0.01% of CIBC Private Wealth Group's portfolio in Q4 2025, its #625 holding.
  • CIBC Private Wealth Group first reported a position in iShares MSCI EAFE Value ETF in Q1 2014 and has held it in 41 quarters since.
  • CIBC Private Wealth Group's iShares MSCI EAFE Value ETF position peaked at $3.36M in Q4 2017.
  • 1,229 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q4 2025.

Based on CIBC Private Wealth Group's 13F filing for Q4 2025, filed 12 Feb 2026.