Cynosure Group’s iShares MSCI EAFE Value ETF EFV Stock Holding History

Cynosure Group’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
2025 Q4	–	Sell	-3,773	Closed	-$256K	–	445
2025 Q3	$256K	Hold	3,773	–	–	0.03%	361
2025 Q2	$240K	Buy	3,773 +374	+11%	+$22.9K	0.03%	371
2025 Q1	$200K	Buy	+3,399	New	+$192K	0.03%	374

Other funds holding EFV

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

LPL Financial San Diego, California $445B AUM 25.58% 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

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

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

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

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

PAS

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

Cynosure Group's EFV Position: Q4 2025 in Review

Cynosure Group sold out of iShares MSCI EAFE Value ETF (EFV) in Q4 2025, closing a stake of 3,773 shares — an estimated $256K sold.

Cynosure Group first reported a position in EFV in Q1 2025 and held it in 3 quarters. The position peaked at $256K in Q3 2025. 1,234 funds tracked by Wall St. Rank hold EFV as of Q4 2025.

Cynosure Group reported no remaining iShares MSCI EAFE Value ETF position as of Q4 2025 after selling out during the quarter.
Cynosure Group sold 3,773 iShares MSCI EAFE Value ETF shares in Q4 2025, an estimated $256K.
Cynosure Group first reported a position in iShares MSCI EAFE Value ETF in Q1 2025 and held it in 3 quarters.
Cynosure Group's iShares MSCI EAFE Value ETF position peaked at $256K in Q3 2025.
1,234 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q4 2025.

Based on Cynosure Group's 13F filing for Q4 2025, filed 17 Feb 2026.