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Cordant Inc’s iShares MSCI EAFE Value ETF EFV Stock Holding History

Cordant Inc’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 		$29.9K Buy
+390
New +$30.2K 0.01% 74
2022
Q1 		– Sell
-309
Closed -$16K – 1263
2021
Q4 		$16K Sell
309
-66
-18% -$3.37K 0.01% 56
2021
Q3 		$19K Buy
+375
New +$19.4K 0.01% 79

Other funds holding EFV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
DWM
Dynasty Wealth Management St. Petersburg, Florida $13.5B AUM 21.55% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Cordant Inc's EFV Position: Q2 2026 in Review

Cordant Inc opened a new position in iShares MSCI EAFE Value ETF (EFV) in Q2 2026: 390 shares worth $29.9K. The stake represents 0.01% of the portfolio and ranks #74 among its holdings. This is a return to the name: Cordant Inc previously reported a position in EFV as recently as Q4 2021.

Cordant Inc first reported a position in EFV in Q3 2021 and has held it in 3 quarters since. 1,253 funds tracked by Wall St. Rank hold EFV as of Q2 2026.

  • Cordant Inc held 390 shares of iShares MSCI EAFE Value ETF worth $29.9K as of Q2 2026.
  • iShares MSCI EAFE Value ETF was a new Cordant Inc position in Q2 2026.
  • iShares MSCI EAFE Value ETF made up 0.01% of Cordant Inc's portfolio in Q2 2026, its #74 holding.
  • Cordant Inc first reported a position in iShares MSCI EAFE Value ETF in Q3 2021 and has held it in 3 quarters since.
  • 1,253 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q2 2026.

Based on Cordant Inc's 13F filing for Q2 2026, filed 15 Jul 2026.