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 Q3	$258K	Sell	3,257 -38	-1%	-$3.06K	0.05%	210
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

Auto-Owners Insurance Lansing, Michigan $3.2B AUM 21.13% 1-Year Est. Return

Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return

Hamilton Capital Columbus, Ohio $1.78B AUM 13.07% 1-Year Est. Return

OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return

Sagespring Wealth Partners Franklin, Tennessee $6.71B AUM 16.81% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.08B AUM 12.02% 1-Year Est. Return

Financial Synergies Wealth Advisors Houston, Texas $1.22B AUM 22.8% 1-Year Est. Return

JB Capital Wethersfield, Connecticut $2.93B AUM 20.02% 1-Year Est. Return

Waller Financial Planning Group Columbus, Ohio $493M AUM 11.61% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Commonwealth Financial Services's EFV Position: Q3 2026 in Review

Commonwealth Financial Services reduced its iShares MSCI EAFE Value ETF (EFV) stake by 1.2% in Q3 2026, selling an estimated $3.06K and leaving 3,257 shares worth $258K. The position accounts for 0.05% of the portfolio, ranked #210.

Commonwealth Financial Services first reported a position in EFV in Q3 2023 and has held it in 8 quarters since. The position peaked at $2.99M in Q4 2023. 433 funds tracked by Wall St. Rank hold EFV as of Q3 2026.

Commonwealth Financial Services held 3,257 shares of iShares MSCI EAFE Value ETF worth $258K as of Q3 2026.
Commonwealth Financial Services sold 38 iShares MSCI EAFE Value ETF shares in Q3 2026, an estimated $3.06K.
iShares MSCI EAFE Value ETF made up 0.05% of Commonwealth Financial Services's portfolio in Q3 2026, its #210 holding.
Commonwealth Financial Services first reported a position in iShares MSCI EAFE Value ETF in Q3 2023 and has held it in 8 quarters since.
Commonwealth Financial Services's iShares MSCI EAFE Value ETF position peaked at $2.99M in Q4 2023.
433 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q3 2026.

Based on Commonwealth Financial Services's 13F filing for Q3 2026, filed 20 Oct 2026.