CM
EFV icon

Columbus Macro’s iShares MSCI EAFE Value ETF EFV Stock Holding History

Columbus Macro’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
Q1 		$2.53M Buy
34,040
+207
+0.6% +$15.6K 0.27% 102
2025
Q4 		$2.42M Buy
33,833
+2,245
+7% +$156K 0.26% 110
2025
Q3 		$2.14M Buy
31,588
+225
+0.7% +$14.8K 0.24% 115
2025
Q2 		$1.99M Buy
31,363
+7,678
+32% +$470K 0.24% 117
2025
Q1 		$1.4M Buy
+23,685
New +$1.34M 0.18% 133
2024
Q2 		– Sell
-9,297
Closed -$506K – 177
2024
Q1 		$506K Sell
9,297
-35,141
-79% -$1.83M 0.19% 139
2023
Q4 		$2.31M Buy
+44,438
New +$2.2M 0.91% 30

Other funds holding EFV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
PAS
Park Avenue Securities New York $12.8B AUM 19.38% 1-Year Est. Return

Columbus Macro's EFV Position: Q1 2026 in Review

Columbus Macro increased its iShares MSCI EAFE Value ETF (EFV) stake by 0.61% in Q1 2026, buying an estimated $15.6K and bringing the position to 34,040 shares worth $2.53M. The position accounts for 0.27% of the portfolio, ranked #102.

Columbus Macro first reported a position in EFV in Q4 2023 and has held it in 7 quarters since. 1,254 funds tracked by Wall St. Rank hold EFV as of Q1 2026.

  • Columbus Macro held 34,040 shares of iShares MSCI EAFE Value ETF worth $2.53M as of Q1 2026.
  • Columbus Macro bought 207 iShares MSCI EAFE Value ETF shares in Q1 2026, an estimated $15.6K.
  • iShares MSCI EAFE Value ETF made up 0.27% of Columbus Macro's portfolio in Q1 2026, its #102 holding.
  • Columbus Macro first reported a position in iShares MSCI EAFE Value ETF in Q4 2023 and has held it in 7 quarters since.
  • 1,254 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q1 2026.

Based on Columbus Macro's 13F filing for Q1 2026, filed 21 Apr 2026.