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Clearview Wealth Advisors’s iShares MSCI EAFE Value ETF EFV Stock Holding History

Clearview Wealth Advisors’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 		$1.99M Sell
55,872
-20,682
-27% -$719K 1.26% 21
2025
Q3 		$2.6M Buy
76,554
+4,300
+6% +$142K 1.66% 17
2025
Q2 		$2.29M Buy
72,254
+22,222
+44% +$680K 1.6% 17
2025
Q1 		$1.47M Sell
50,032
-14,746
-23% -$417K 1.1% 23
2024
Q4 		$1.7M Buy
64,778
+32,300
+99% +$885K 1.29% 19
2024
Q3 		$934K Sell
32,478
-4,836
-13% -$134K 0.72% 30
2024
Q2 		$990K Sell
37,314
-60,166
-62% -$1.64M 0.86% 27
2024
Q1 		$2.65M Buy
97,480
+59,262
+155% +$1.55M 2.71% 6
2023
Q4 		$996K Sell
38,218
-3,652
-9% -$90.4K 1.16% 26
2023
Q3 		$1.02M Buy
41,870
+6,558
+19% +$162K 1.27% 17
2023
Q2 		$864K Sell
35,312
-9,896
-22% -$244K 0.88% 30
2023
Q1 		$1.1M Sell
45,208
-92,936
-67% -$2.25M 1.11% 19
2022
Q4 		$3.17M Sell
138,144
-45,080
-25% -$979K 2.45% 7
2022
Q3 		$3.53M Sell
183,224
-25,872
-12% -$552K 2.8% 7
2022
Q2 		$4.54M Sell
209,096
-40,012
-16% -$953K 3.4% 6
2022
Q1 		$6.26M Buy
249,108
+34,808
+16% +$885K 4.11% 5
2021
Q4 		$5.4M Buy
214,300
+11,056
+5% +$282K 3.29% 4
2021
Q3 		$5.17M Buy
203,244
+4,938
+2% +$128K 3.27% 5
2021
Q2 		$5.13M Buy
198,306
+32,322
+19% +$855K 3.17% 5
2021
Q1 		$4.23M Buy
+165,984
New +$4.13M 2.74% 5

Other funds holding EFV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 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 $92B AUM 22.91% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.28% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Park Avenue Securities
Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

Clearview Wealth Advisors's EFV Position: Q4 2025 in Review

Clearview Wealth Advisors reduced its iShares MSCI EAFE Value ETF (EFV) stake by 27% in Q4 2025, selling an estimated $719K and leaving 55,872 shares worth $1.99M. The position accounts for 1.26% of the portfolio, ranked #21.

Clearview Wealth Advisors first reported a position in EFV in Q1 2021 and has held it in 20 quarters since. The position peaked at $6.26M in Q1 2022. 1,239 funds tracked by Wall St. Rank hold EFV as of Q4 2025.

  • Clearview Wealth Advisors held 55,872 shares of iShares MSCI EAFE Value ETF worth $1.99M as of Q4 2025.
  • Clearview Wealth Advisors sold 20,682 iShares MSCI EAFE Value ETF shares in Q4 2025, an estimated $719K.
  • iShares MSCI EAFE Value ETF made up 1.26% of Clearview Wealth Advisors's portfolio in Q4 2025, its #21 holding.
  • Clearview Wealth Advisors first reported a position in iShares MSCI EAFE Value ETF in Q1 2021 and has held it in 20 quarters since.
  • Clearview Wealth Advisors's iShares MSCI EAFE Value ETF position peaked at $6.26M in Q1 2022.
  • 1,239 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q4 2025.

Based on Clearview Wealth Advisors's 13F filing for Q4 2025, filed 17 Feb 2026.