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

Commonwealth Financial Services’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	$252K	Buy	3,295 +38	+1%	+$2.94K	0.03%	243
2026 Q1	$242K	Sell	3,257 -8	-0.2%	-$601	0.04%	225
2025 Q4	$233K	Sell	3,265 -19	-0.6%	-$1.32K	0.04%	203
2025 Q3	$223K	Buy	+3,284	New	+$216K	0.04%	205
2024 Q2	–	Sell	-57,235	Closed	-$2.98M	–	195
2024 Q1	$2.98M	Sell	57,235 -83	-0.1%	-$4.33K	0.7%	33
2023 Q4	$2.99M	Sell	57,318 -55	-0.1%	-$2.72K	0.7%	33
2023 Q3	$2.81M	Buy	+57,373	New	+$2.84M	0.84%	31

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

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 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

CSP

Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return

OWA

Octavia Wealth Advisors Cincinnati, Ohio $1.16B AUM 25.42% 1-Year Est. Return

WFPG

Waller Financial Planning Group Columbus, Ohio $486M AUM 17.78% 1-Year Est. Return

Commonwealth Financial Services's EFV Position: Q2 2026 in Review

Commonwealth Financial Services increased its iShares MSCI EAFE Value ETF (EFV) stake by 1.2% in Q2 2026, buying an estimated $2.94K and bringing the position to 3,295 shares worth $252K. The position accounts for 0.03% of the portfolio, ranked #243.

Commonwealth Financial Services first reported a position in EFV in Q3 2023 and has held it in 7 quarters since. The position peaked at $2.99M in Q4 2023. 249 funds tracked by Wall St. Rank hold EFV as of Q2 2026.

Commonwealth Financial Services held 3,295 shares of iShares MSCI EAFE Value ETF worth $252K as of Q2 2026.
Commonwealth Financial Services bought 38 iShares MSCI EAFE Value ETF shares in Q2 2026, an estimated $2.94K.
iShares MSCI EAFE Value ETF made up 0.03% of Commonwealth Financial Services's portfolio in Q2 2026, its #243 holding.
Commonwealth Financial Services first reported a position in iShares MSCI EAFE Value ETF in Q3 2023 and has held it in 7 quarters since.
Commonwealth Financial Services's iShares MSCI EAFE Value ETF position peaked at $2.99M in Q4 2023.
249 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q2 2026.

Based on Commonwealth Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.