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

Community Financial Services 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 		$66.8K Buy
+875
New +$67.8K 0.01% 210

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

Community Financial Services Group's EFV Position: Q2 2026 in Review

Community Financial Services Group opened a new position in iShares MSCI EAFE Value ETF (EFV) in Q2 2026: 875 shares worth $66.8K. The stake represents 0.01% of the portfolio and ranks #210 among its holdings.

311 funds tracked by Wall St. Rank hold EFV as of Q2 2026.

  • Community Financial Services Group held 875 shares of iShares MSCI EAFE Value ETF worth $66.8K as of Q2 2026.
  • iShares MSCI EAFE Value ETF was a new Community Financial Services Group position in Q2 2026.
  • iShares MSCI EAFE Value ETF made up 0.01% of Community Financial Services Group's portfolio in Q2 2026, its #210 holding.
  • 311 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q2 2026.

Based on Community Financial Services Group's 13F filing for Q2 2026, filed 9 Jul 2026.