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My Personal CFO LLC’s iShares MSCI EAFE Value ETF EFV Stock Holding History

My Personal CFO LLC’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
-22,972
Closed -$1.56M – 125
2025
Q3 		$1.56M Buy
+22,972
New +$1.51M 0.6% 36
2023
Q1 		– Sell
-1,508
Closed -$69.2K – 289
2022
Q4 		$69.2K Buy
+1,508
New +$65.5K 0.06% 114

Other funds holding EFV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

My Personal CFO LLC's EFV Position: Q4 2025 in Review

My Personal CFO LLC sold out of iShares MSCI EAFE Value ETF (EFV) in Q4 2025, closing a stake of 22,972 shares — an estimated $1.56M sold.

My Personal CFO LLC first reported a position in EFV in Q4 2022 and held it in 2 quarters. The position peaked at $1.56M in Q3 2025. 1,230 funds tracked by Wall St. Rank hold EFV as of Q4 2025.

  • My Personal CFO LLC reported no remaining iShares MSCI EAFE Value ETF position as of Q4 2025 after selling out during the quarter.
  • My Personal CFO LLC sold 22,972 iShares MSCI EAFE Value ETF shares in Q4 2025, an estimated $1.56M.
  • My Personal CFO LLC first reported a position in iShares MSCI EAFE Value ETF in Q4 2022 and held it in 2 quarters.
  • My Personal CFO LLC's iShares MSCI EAFE Value ETF position peaked at $1.56M in Q3 2025.
  • 1,230 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q4 2025.

Based on My Personal CFO LLC's 13F filing for Q4 2025, filed 15 Jan 2026.