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Cyndeo Wealth Partners’s iShares MSCI EAFE Value ETF EFV Stock Holding History

Cyndeo Wealth Partners’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 		$3.9M Buy
50,970
+17,186
+51% +$1.33M 0.18% 127
2026
Q1 		$2.51M Buy
33,784
+8,462
+33% +$636K 0.13% 153
2025
Q4 		$1.81M Sell
25,322
-16,657
-40% -$1.16M 0.1% 176
2025
Q3 		$2.85M Buy
41,979
+1,478
+4% +$97.4K 0.16% 139
2025
Q2 		$2.57M Buy
40,501
+2,689
+7% +$165K 0.15% 147
2025
Q1 		$2.23M Sell
37,812
-4,087
-10% -$231K 0.15% 152
2024
Q4 		$2.2M Sell
41,899
-2,307
-5% -$126K 0.15% 151
2024
Q3 		$2.54M Buy
44,206
+17,453
+65% +$964K 0.18% 141
2024
Q2 		$1.42M Sell
26,753
-9,306
-26% -$506K 0.11% 186
2024
Q1 		$1.96M Buy
36,059
+9,921
+38% +$518K 0.16% 154
2023
Q4 		$1.36M Buy
+26,138
New +$1.29M 0.13% 168

Other funds holding EFV

AOI
Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
FSWA
Financial Synergies Wealth Advisors Houston, Texas $1.18B AUM 31.41% 1-Year Est. Return
BAM
Brave Asset Management Summit, New Jersey $467M AUM 33.05% 1-Year Est. Return
CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return

Cyndeo Wealth Partners's EFV Position: Q2 2026 in Review

Cyndeo Wealth Partners increased its iShares MSCI EAFE Value ETF (EFV) stake by 51% in Q2 2026, buying an estimated $1.33M and bringing the position to 50,970 shares worth $3.9M. The position accounts for 0.18% of the portfolio, ranked #127.

Cyndeo Wealth Partners first reported a position in EFV in Q4 2023 and has held it in 11 quarters since. 311 funds tracked by Wall St. Rank hold EFV as of Q2 2026.

  • Cyndeo Wealth Partners held 50,970 shares of iShares MSCI EAFE Value ETF worth $3.9M as of Q2 2026.
  • Cyndeo Wealth Partners bought 17,186 iShares MSCI EAFE Value ETF shares in Q2 2026, an estimated $1.33M.
  • iShares MSCI EAFE Value ETF made up 0.18% of Cyndeo Wealth Partners's portfolio in Q2 2026, its #127 holding.
  • Cyndeo Wealth Partners first reported a position in iShares MSCI EAFE Value ETF in Q4 2023 and has held it in 11 quarters since.
  • 311 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q2 2026.

Based on Cyndeo Wealth Partners's 13F filing for Q2 2026, filed 21 Jul 2026.