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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
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

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

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

Cornerstone Planning Group reduced its iShares MSCI EAFE Value ETF (EFV) stake by 39% in Q2 2026, selling an estimated $2.25M and leaving 45,023 shares worth $3.58M. The position accounts for 0.45% of the portfolio, ranked #31.

Cornerstone Planning Group first reported a position in EFV in Q4 2022 and has held it in 14 quarters since. The position peaked at $5.71M in Q1 2026. 1,249 funds tracked by Wall St. Rank hold EFV as of Q2 2026.

  • Cornerstone Planning Group held 45,023 shares of iShares MSCI EAFE Value ETF worth $3.58M as of Q2 2026.
  • Cornerstone Planning Group sold 29,060 iShares MSCI EAFE Value ETF shares in Q2 2026, an estimated $2.25M.
  • iShares MSCI EAFE Value ETF made up 0.45% of Cornerstone Planning Group's portfolio in Q2 2026, its #31 holding.
  • Cornerstone Planning Group first reported a position in iShares MSCI EAFE Value ETF in Q4 2022 and has held it in 14 quarters since.
  • Cornerstone Planning Group's iShares MSCI EAFE Value ETF position peaked at $5.71M in Q1 2026.
  • 1,249 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.