CFO
EFV icon

Collective Family Office’s iShares MSCI EAFE Value ETF EFV Stock Holding History

Collective Family Office’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 		$4.32M Sell
56,454
-24
-0% -$1.86K 0.88% 32
2026
Q1 		$4.2M Sell
56,478
-10,336
-15% -$777K 0.95% 31
2025
Q4 		$4.77M Sell
66,814
-4,108
-6% -$285K 1.09% 28
2025
Q3 		$4.81M Hold
70,922
– – 1.15% 27
2025
Q2 		$4.5M Sell
70,922
-442
-0.6% -$27K 1.16% 28
2025
Q1 		$4.21M Sell
71,364
-4,232
-6% -$239K 1.14% 26
2024
Q4 		$3.97M Sell
75,596
-244
-0.3% -$13.4K 1.09% 26
2024
Q3 		$4.36M Sell
75,840
-252
-0.3% -$13.9K 1.19% 25
2024
Q2 		$4.04M Buy
76,092
+4,937
+7% +$268K 1.19% 23
2024
Q1 		$3.87M Sell
71,155
-6,100
-8% -$318K 1.26% 23
2023
Q4 		$4.02M Buy
77,255
+1,050
+1% +$52K 1.42% 23
2023
Q3 		$3.73M Buy
76,205
+5,199
+7% +$258K 1.45% 22
2023
Q2 		$3.48M Buy
71,006
+9,131
+15% +$449K 1.36% 23
2023
Q1 		$3M Buy
61,875
+2,350
+4% +$114K 1.24% 23
2022
Q4 		$2.73M Buy
59,525
+912
+2% +$39.6K 1.23% 25
2022
Q3 		$2.26M Buy
58,613
+6,271
+12% +$267K 1.12% 28
2022
Q2 		$2.27M Sell
52,342
-14,199
-21% -$676K 0.98% 28
2022
Q1 		$3.34M Buy
66,541
+22,769
+52% +$1.16M 1.28% 23
2021
Q4 		$2.21M Buy
43,772
+803
+2% +$41K 0.87% 33
2021
Q3 		$2.19M Sell
42,969
-1,831
-4% -$94.9K 0.94% 27
2021
Q2 		$2.32M Sell
44,800
-3,189
-7% -$169K 0.99% 31
2021
Q1 		$2.45M Buy
47,989
+11,195
+30% +$557K 1.19% 27
2020
Q4 		$1.74M Buy
+36,794
New +$1.62M 0.97% 28

Other funds holding EFV

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
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
FSWA
Financial Synergies Wealth Advisors Houston, Texas $1.18B AUM 31.41% 1-Year Est. Return
BAM
Brave Asset Management Summit, New Jersey $467M AUM 33.05% 1-Year Est. Return

Collective Family Office's EFV Position: Q2 2026 in Review

Collective Family Office reduced its iShares MSCI EAFE Value ETF (EFV) stake by 0.04% in Q2 2026, selling an estimated $1.86K and leaving 56,454 shares worth $4.32M. The position accounts for 0.88% of the portfolio, ranked #32.

Collective Family Office first reported a position in EFV in Q4 2020 and has held it in 23 quarters since. The position peaked at $4.81M in Q3 2025. 415 funds tracked by Wall St. Rank hold EFV as of Q2 2026.

  • Collective Family Office held 56,454 shares of iShares MSCI EAFE Value ETF worth $4.32M as of Q2 2026.
  • Collective Family Office sold 24 iShares MSCI EAFE Value ETF shares in Q2 2026, an estimated $1.86K.
  • iShares MSCI EAFE Value ETF made up 0.88% of Collective Family Office's portfolio in Q2 2026, its #32 holding.
  • Collective Family Office first reported a position in iShares MSCI EAFE Value ETF in Q4 2020 and has held it in 23 quarters since.
  • Collective Family Office's iShares MSCI EAFE Value ETF position peaked at $4.81M in Q3 2025.
  • 415 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q2 2026.

Based on Collective Family Office's 13F filing for Q2 2026, filed 2 Jul 2026.