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

Clifford 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 		$6.16M Sell
80,425
-5,499
-6% -$426K 4.26% 4
2026
Q1 		$6.39M Buy
85,924
+967
+1% +$72.7K 4.92% 4
2025
Q4 		$6.07M Buy
84,957
+373
+0.4% +$25.9K 4.69% 4
2025
Q3 		$5.74M Sell
84,584
-634
-0.7% -$41.8K 4.47% 4
2025
Q2 		$5.41M Sell
85,218
-1,709
-2% -$105K 4.44% 4
2025
Q1 		$5.12M Buy
86,927
+10,248
+13% +$580K 4.79% 4
2024
Q4 		$4.02M Buy
76,679
+2,147
+3% +$118K 3.07% 5
2024
Q3 		$4.29M Buy
74,532
+7,782
+12% +$430K 3.33% 5
2024
Q2 		$3.54M Sell
66,750
-40,455
-38% -$2.2M 2.86% 7
2024
Q1 		$5.83M Buy
107,205
+6,752
+7% +$352K 4.82% 4
2023
Q4 		$5.23M Sell
100,453
-2,168
-2% -$107K 4.85% 4
2023
Q3 		$5.02M Buy
102,621
+9,432
+10% +$467K 5.45% 3
2023
Q2 		$4.56M Buy
93,189
+5,286
+6% +$260K 4.9% 3
2023
Q1 		$4.27M Buy
87,903
+4,002
+5% +$194K 5.17% 3
2022
Q4 		$3.85M Buy
+83,901
New +$3.64M 4.81% 3

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

Clifford Group's EFV Position: Q2 2026 in Review

Clifford Group reduced its iShares MSCI EAFE Value ETF (EFV) stake by 6.4% in Q2 2026, selling an estimated $426K and leaving 80,425 shares worth $6.16M. The position accounts for 4.26% of the portfolio, ranked #4.

Clifford Group first reported a position in EFV in Q4 2022 and has held it in 15 quarters since. The position peaked at $6.39M in Q1 2026. 1,249 funds tracked by Wall St. Rank hold EFV as of Q2 2026.

  • Clifford Group held 80,425 shares of iShares MSCI EAFE Value ETF worth $6.16M as of Q2 2026.
  • Clifford Group sold 5,499 iShares MSCI EAFE Value ETF shares in Q2 2026, an estimated $426K.
  • iShares MSCI EAFE Value ETF made up 4.26% of Clifford Group's portfolio in Q2 2026, its #4 holding.
  • Clifford Group first reported a position in iShares MSCI EAFE Value ETF in Q4 2022 and has held it in 15 quarters since.
  • Clifford Group's iShares MSCI EAFE Value ETF position peaked at $6.39M in Q1 2026.
  • 1,249 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q2 2026.

Based on Clifford Group's 13F filing for Q2 2026, filed 14 Aug 2026.