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

Citizens Financial 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 		$1.37M Buy
17,895
+1,248
+7% +$96.6K 0.02% 369
2026
Q1 		$1.24M Buy
16,647
+1,453
+10% +$109K 0.02% 357
2025
Q4 		$1.09M Sell
15,194
-764
-5% -$53.1K 0.01% 380
2025
Q3 		$1.08M Hold
15,958
– – 0.01% 387
2025
Q2 		$1.01M Sell
15,958
-755
-5% -$46.2K 0.02% 347
2025
Q1 		$985K Buy
16,713
+10,378
+164% +$587K 0.02% 319
2024
Q4 		$332K Buy
6,335
+1,971
+45% +$108K 0.01% 462
2024
Q3 		$251K Buy
4,364
+119
+3% +$6.57K 0.01% 494
2024
Q2 		$225K Buy
+4,245
New +$231K 0.01% 497

Other funds holding EFV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Jones Financial Companies
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
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Citizens Financial Group's EFV Position: Q2 2026 in Review

Citizens Financial Group increased its iShares MSCI EAFE Value ETF (EFV) stake by 7.5% in Q2 2026, buying an estimated $96.6K and bringing the position to 17,895 shares worth $1.37M. The position accounts for 0.02% of the portfolio, ranked #369.

Citizens Financial Group first reported a position in EFV in Q2 2024 and has held it in 9 quarters since. 1,245 funds tracked by Wall St. Rank hold EFV as of Q2 2026.

  • Citizens Financial Group held 17,895 shares of iShares MSCI EAFE Value ETF worth $1.37M as of Q2 2026.
  • Citizens Financial Group bought 1,248 iShares MSCI EAFE Value ETF shares in Q2 2026, an estimated $96.6K.
  • iShares MSCI EAFE Value ETF made up 0.02% of Citizens Financial Group's portfolio in Q2 2026, its #369 holding.
  • Citizens Financial Group first reported a position in iShares MSCI EAFE Value ETF in Q2 2024 and has held it in 9 quarters since.
  • 1,245 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q2 2026.

Based on Citizens Financial Group's 13F filing for Q2 2026, filed 7 Aug 2026.