Cornerstone Planning Group
EFV icon

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

Cornerstone Planning 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
Q3 		$3.13M Sell
39,994
-5,029
-11% -$405K 0.39% 39
2026
Q2 		$3.58M Sell
45,023
-29,060
-39% -$2.25M 0.45% 31
2026
Q1 		$5.71M Buy
74,083
+15,685
+27% +$1.18M 0.76% 25
2025
Q4 		$4.38M Sell
58,398
-1,947
-3% -$135K 0.68% 28
2025
Q3 		$4.14M Buy
60,345
+58,829
+3,881% +$3.87M 0.66% 26
2025
Q2 		$97.2K Sell
1,516
-544
-26% -$33.3K 0.02% 146
2025
Q1 		$123K Buy
2,060
+615
+43% +$34.8K 0.03% 126
2024
Q4 		$79.4K Sell
1,445
-169
-10% -$9.26K 0.02% 130
2024
Q3 		$89.4K Sell
1,614
-1,078
-40% -$59.5K 0.02% 125
2024
Q2 		$139K Sell
2,692
-2,390
-47% -$130K 0.04% 110
2024
Q1 		$277K Sell
5,082
-5,790
-53% -$302K 0.09% 59
2023
Q4 		$566K Sell
10,872
-6,612
-38% -$327K 0.19% 40
2023
Q3 		$855K Buy
17,484
+1,435
+9% +$71.1K 0.33% 29
2023
Q2 		$785K Buy
+16,049
New +$790K 0.31% 36
2022
Q4 		$1.44M Buy
+29,614
New +$1.29M 0.61% 28

Other funds holding EFV

Auto-Owners Insurance
Auto-Owners Insurance Lansing, Michigan $3.2B AUM 21.13% 1-Year Est. Return
Signature Estate & Investment Advisors
Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return
Hamilton Capital
Hamilton Capital Columbus, Ohio $1.78B AUM 13.07% 1-Year Est. Return
Aspiriant LLC
Aspiriant LLC Los Angeles, California $4.08B AUM 12.02% 1-Year Est. Return
Financial Synergies Wealth Advisors
Financial Synergies Wealth Advisors Houston, Texas $1.22B AUM 22.8% 1-Year Est. Return
JB Capital
JB Capital Wethersfield, Connecticut $2.93B AUM 20.02% 1-Year Est. Return
Waller Financial Planning Group
Waller Financial Planning Group Columbus, Ohio $493M AUM 11.61% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Affinity Capital Advisors
Affinity Capital Advisors Berkeley, California $856M AUM 17.43% 1-Year Est. Return

Cornerstone Planning Group's EFV Position: Q3 2026 in Review

Cornerstone Planning Group reduced its iShares MSCI EAFE Value ETF (EFV) stake by 11% in Q3 2026, selling an estimated $405K and leaving 39,994 shares worth $3.13M. The position accounts for 0.39% of the portfolio, ranked #39.

Cornerstone Planning Group first reported a position in EFV in Q4 2022 and has held it in 15 quarters since. The position peaked at $5.71M in Q1 2026. 311 funds tracked by Wall St. Rank hold EFV as of Q3 2026.

  • Cornerstone Planning Group held 39,994 shares of iShares MSCI EAFE Value ETF worth $3.13M as of Q3 2026.
  • Cornerstone Planning Group sold 5,029 iShares MSCI EAFE Value ETF shares in Q3 2026, an estimated $405K.
  • iShares MSCI EAFE Value ETF made up 0.39% of Cornerstone Planning Group's portfolio in Q3 2026, its #39 holding.
  • Cornerstone Planning Group first reported a position in iShares MSCI EAFE Value ETF in Q4 2022 and has held it in 15 quarters since.
  • Cornerstone Planning Group's iShares MSCI EAFE Value ETF position peaked at $5.71M in Q1 2026.
  • 311 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q3 2026.

Based on Cornerstone Planning Group's 13F filing for Q3 2026, filed 16 Oct 2026.