Crescent Grove Advisors’s iShares MSCI EAFE Value ETF EFV Stock Holding History

Crescent Grove Advisors’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 Q1	$544K	Buy	7,312 +2,050	+39%	+$154K	0.05%	173
2025 Q4	$376K	Hold	5,262	–	–	0.03%	208
2025 Q3	$357K	Hold	5,262	–	–	0.03%	207
2025 Q2	$334K	Hold	5,262	–	–	0.03%	206
2025 Q1	$310K	Hold	5,262	–	–	0.03%	207
2024 Q4	$276K	Hold	5,262	–	–	0.03%	222
2024 Q3	$303K	Hold	5,262	–	–	0.03%	216
2024 Q2	$279K	Hold	5,262	–	–	0.03%	220
2024 Q1	$286K	Hold	5,262	–	–	0.03%	248
2023 Q4	$274K	Buy	+5,262	New	+$260K	0.03%	246

Other funds holding EFV

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Crescent Grove Advisors's EFV Position: Q1 2026 in Review

Crescent Grove Advisors increased its iShares MSCI EAFE Value ETF (EFV) stake by 39% in Q1 2026, buying an estimated $154K and bringing the position to 7,312 shares worth $544K. The position accounts for 0.05% of the portfolio, ranked #173.

Crescent Grove Advisors first reported a position in EFV in Q4 2023 and has held it in 10 quarters since. 1,254 funds tracked by Wall St. Rank hold EFV as of Q1 2026.

Crescent Grove Advisors held 7,312 shares of iShares MSCI EAFE Value ETF worth $544K as of Q1 2026.
Crescent Grove Advisors bought 2,050 iShares MSCI EAFE Value ETF shares in Q1 2026, an estimated $154K.
iShares MSCI EAFE Value ETF made up 0.05% of Crescent Grove Advisors's portfolio in Q1 2026, its #173 holding.
Crescent Grove Advisors first reported a position in iShares MSCI EAFE Value ETF in Q4 2023 and has held it in 10 quarters since.
1,254 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q1 2026.

Based on Crescent Grove Advisors's 13F filing for Q1 2026, filed 6 May 2026.