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

Cornerstone Financial 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 		$246K Buy
3,219
+83
+3% +$6.43K 0.15% 67
2026
Q1 		$243K Hold
3,136
– – 0.16% 68
2025
Q4 		$224K Buy
3,136
+70
+2% +$4.86K 0.16% 68
2025
Q3 		$208K Buy
+3,066
New +$202K 0.16% 68

Other funds holding EFV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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
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
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

Cornerstone Financial Group's EFV Position: Q2 2026 in Review

Cornerstone Financial Group increased its iShares MSCI EAFE Value ETF (EFV) stake by 2.6% in Q2 2026, buying an estimated $6.43K and bringing the position to 3,219 shares worth $246K. The position accounts for 0.15% of the portfolio, ranked #67.

Cornerstone Financial Group first reported a position in EFV in Q3 2025 and has held it in 4 quarters since. 982 funds tracked by Wall St. Rank hold EFV as of Q2 2026.

  • Cornerstone Financial Group held 3,219 shares of iShares MSCI EAFE Value ETF worth $246K as of Q2 2026.
  • Cornerstone Financial Group bought 83 iShares MSCI EAFE Value ETF shares in Q2 2026, an estimated $6.43K.
  • iShares MSCI EAFE Value ETF made up 0.15% of Cornerstone Financial Group's portfolio in Q2 2026, its #67 holding.
  • Cornerstone Financial Group first reported a position in iShares MSCI EAFE Value ETF in Q3 2025 and has held it in 4 quarters since.
  • 982 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q2 2026.

Based on Cornerstone Financial Group's 13F filing for Q2 2026, filed 11 Aug 2026.