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Culbertson A N & Co’s iShares MSCI EAFE Value ETF EFV Stock Holding History

Culbertson A N & Co’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 		$352K Hold
4,595
– – 0.04% 124
2026
Q1 		$342K Buy
+4,595
New +$345K 0.04% 118

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

Culbertson A N & Co's EFV Position: Q2 2026 in Review

Culbertson A N & Co held its iShares MSCI EAFE Value ETF (EFV) position steady in Q2 2026 at 4,595 shares worth $352K. The position accounts for 0.04% of the portfolio, ranked #124.

Culbertson A N & Co first reported a position in EFV in Q1 2026 and has held it in 2 quarters since. 1,246 funds tracked by Wall St. Rank hold EFV as of Q2 2026.

  • Culbertson A N & Co held 4,595 shares of iShares MSCI EAFE Value ETF worth $352K as of Q2 2026.
  • Culbertson A N & Co left its iShares MSCI EAFE Value ETF share count unchanged in Q2 2026.
  • iShares MSCI EAFE Value ETF made up 0.04% of Culbertson A N & Co's portfolio in Q2 2026, its #124 holding.
  • Culbertson A N & Co first reported a position in iShares MSCI EAFE Value ETF in Q1 2026 and has held it in 2 quarters since.
  • 1,246 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q2 2026.

Based on Culbertson A N & Co's 13F filing for Q2 2026, filed 29 Jul 2026.