MCM
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Manchester Capital Management’s iShares MSCI EAFE Value ETF EFV Stock Holding History

Manchester Capital Management’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
Q1 		– Sell
-53
Closed -$3.79K – 1337
2025
Q4 		$3.79K Buy
+53
New +$3.68K ﹤0.01% 924

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Fidelity Investments
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US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
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Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Manchester Capital Management's EFV Position: Q1 2026 in Review

Manchester Capital Management sold out of iShares MSCI EAFE Value ETF (EFV) in Q1 2026, closing a stake of 53 shares — an estimated $3.79K sold.

Manchester Capital Management first reported a position in EFV in Q4 2025 and held it in 1 quarter. The position peaked at $3.79K in Q4 2025. 1,261 funds tracked by Wall St. Rank hold EFV as of Q1 2026.

  • Manchester Capital Management reported no remaining iShares MSCI EAFE Value ETF position as of Q1 2026 after selling out during the quarter.
  • Manchester Capital Management sold 53 iShares MSCI EAFE Value ETF shares in Q1 2026, an estimated $3.79K.
  • Manchester Capital Management first reported a position in iShares MSCI EAFE Value ETF in Q4 2025 and held it in 1 quarter.
  • Manchester Capital Management's iShares MSCI EAFE Value ETF position peaked at $3.79K in Q4 2025.
  • 1,261 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q1 2026.

Based on Manchester Capital Management's 13F filing for Q1 2026, filed 11 May 2026.