CX Institutional
EFV icon

CX Institutional’s iShares MSCI EAFE Value ETF EFV Stock Holding History

CX Institutional’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 		– Sell
-52
Closed -$4K – 1698
2026
Q2 		$4K Buy
+52
New +$4.03K ﹤0.01% 1386
2025
Q2 		– Sell
-29
Closed -$2K – 1224
2025
Q1 		$2K Buy
+29
New +$1.64K ﹤0.01% 1137
2020
Q3 		– Sell
-124
Closed -$5K – 882
2020
Q2 		$5K Buy
+124
New +$4.73K ﹤0.01% 662

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
OpenArc Corporate Advisory
OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return
Sagespring Wealth Partners
Sagespring Wealth Partners Franklin, Tennessee $6.71B AUM 16.81% 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

CX Institutional's EFV Position: Q3 2026 in Review

CX Institutional sold out of iShares MSCI EAFE Value ETF (EFV) in Q3 2026, closing a stake of 52 shares — an estimated $4K sold.

CX Institutional first reported a position in EFV in Q2 2020 and held it in 3 quarters. The position peaked at $5K in Q2 2020. 410 funds tracked by Wall St. Rank hold EFV as of Q3 2026.

  • CX Institutional reported no remaining iShares MSCI EAFE Value ETF position as of Q3 2026 after selling out during the quarter.
  • CX Institutional sold 52 iShares MSCI EAFE Value ETF shares in Q3 2026, an estimated $4K.
  • CX Institutional first reported a position in iShares MSCI EAFE Value ETF in Q2 2020 and held it in 3 quarters.
  • CX Institutional's iShares MSCI EAFE Value ETF position peaked at $5K in Q2 2020.
  • 410 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.