CVA Family Office’s iShares MSCI EAFE Value ETF EFV Stock Holding History

CVA Family Office’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	$30.8K	Buy	403 +11	+3%	+$852	﹤0.01%	709
2026 Q1	$29.2K	Hold	392	–	–	﹤0.01%	713
2025 Q4	$28K	Buy	392 +8	+2%	+$556	﹤0.01%	638
2025 Q3	$26K	Sell	384 -1	-0.3%	-$66	﹤0.01%	647
2025 Q2	$24.4K	Buy	385 +9	+2%	+$551	﹤0.01%	653
2025 Q1	$22.2K	Hold	376	–	–	﹤0.01%	663
2024 Q4	$19.8K	Buy	376 +6	+2%	+$329	﹤0.01%	680
2024 Q3	$21.3K	Hold	370	–	–	﹤0.01%	646
2024 Q2	$19.6K	Buy	370 +11	+3%	+$598	﹤0.01%	638
2024 Q1	$19.5K	Hold	359	–	–	﹤0.01%	644
2023 Q4	$18.7K	Buy	+359	New	+$17.8K	﹤0.01%	638
2023 Q3	–	Sell	-353	Closed	-$17.3K	–	441
2023 Q2	$17.3K	Buy	353 +9	+3%	+$443	﹤0.01%	641
2023 Q1	$16.7K	Hold	344	–	–	﹤0.01%	622
2022 Q4	$15.8K	Buy	344 +4	+1%	+$174	﹤0.01%	603
2022 Q3	$13K	Hold	340	–	–	﹤0.01%	594
2022 Q2	$15K	Buy	340 +11	+3%	+$524	﹤0.01%	587
2022 Q1	$17K	Hold	329	–	–	﹤0.01%	593
2021 Q4	$17K	Buy	329 +17	+5%	+$868	﹤0.01%	548
2021 Q3	$13K	Sell	312 -10	-3%	-$518	0.01%	281
2021 Q2	$17K	Buy	322 +6	+2%	+$317	﹤0.01%	562
2021 Q1	$16K	Hold	316	–	–	0.01%	452
2020 Q4	$15K	Buy	316 +4	+1%	+$176	0.01%	283
2020 Q3	$13K	Hold	312	–	–	0.01%	281
2020 Q2	$12K	Buy	312 +4	+1%	+$153	0.01%	246
2020 Q1	$11K	Buy	+308	New	+$13.7K	0.01%	234

Other funds holding EFV

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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 Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

CVA Family Office's EFV Position: Q2 2026 in Review

CVA Family Office increased its iShares MSCI EAFE Value ETF (EFV) stake by 2.8% in Q2 2026, buying an estimated $852 and bringing the position to 403 shares worth $30.8K. The position accounts for ﹤0.01% of the portfolio, ranked #709.

CVA Family Office first reported a position in EFV in Q1 2020 and has held it in 25 quarters since. 1,245 funds tracked by Wall St. Rank hold EFV as of Q2 2026.

CVA Family Office held 403 shares of iShares MSCI EAFE Value ETF worth $30.8K as of Q2 2026.
CVA Family Office bought 11 iShares MSCI EAFE Value ETF shares in Q2 2026, an estimated $852.
iShares MSCI EAFE Value ETF made up ﹤0.01% of CVA Family Office's portfolio in Q2 2026, its #709 holding.
CVA Family Office first reported a position in iShares MSCI EAFE Value ETF in Q1 2020 and has held it in 25 quarters since.
1,245 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q2 2026.

Based on CVA Family Office's 13F filing for Q2 2026, filed 7 Aug 2026.