CF
EFV icon

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

Clarity Financial’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 		$241K Hold
3,146
– – 0.02% 112
2026
Q1 		$234K Buy
3,146
+1
+0% +$75 0.03% 102
2025
Q4 		$225K Hold
3,145
– – 0.02% 109
2025
Q3 		$213K Buy
+3,145
New +$207K 0.02% 112

Other funds holding EFV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 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

Clarity Financial's EFV Position: Q2 2026 in Review

Clarity Financial held its iShares MSCI EAFE Value ETF (EFV) position steady in Q2 2026 at 3,146 shares worth $241K. The position accounts for 0.02% of the portfolio, ranked #112.

Clarity Financial first reported a position in EFV in Q3 2025 and has held it in 4 quarters since. 833 funds tracked by Wall St. Rank hold EFV as of Q2 2026.

  • Clarity Financial held 3,146 shares of iShares MSCI EAFE Value ETF worth $241K as of Q2 2026.
  • Clarity Financial left its iShares MSCI EAFE Value ETF share count unchanged in Q2 2026.
  • iShares MSCI EAFE Value ETF made up 0.02% of Clarity Financial's portfolio in Q2 2026, its #112 holding.
  • Clarity Financial first reported a position in iShares MSCI EAFE Value ETF in Q3 2025 and has held it in 4 quarters since.
  • 833 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q2 2026.

Based on Clarity Financial's 13F filing for Q2 2026, filed 20 Jul 2026.