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

MYCIO 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
Q1 		$1.37M Hold
18,434
– – 0.27% 23
2025
Q4 		$1.32M Buy
18,434
+409
+2% +$28.4K 0.27% 22
2025
Q3 		$1.22M Hold
18,025
– – 0.28% 22
2025
Q2 		$1.14M Buy
18,025
+388
+2% +$23.7K 0.26% 23
2025
Q1 		$1.04M Hold
17,637
– – 0.25% 24
2024
Q4 		$925K Buy
17,637
+306
+2% +$16.8K 0.22% 25
2024
Q3 		$997K Hold
17,331
– – 0.23% 26
2024
Q2 		$919K Buy
17,331
+495
+3% +$26.9K 0.23% 27
2024
Q1 		$916K Hold
16,836
– – 0.23% 28
2023
Q4 		$877K Buy
16,836
+303
+2% +$15K 0.25% 27
2023
Q3 		$809K Hold
16,533
– – 0.24% 27
2023
Q2 		$809K Buy
16,533
+430
+3% +$21.2K 0.25% 26
2023
Q1 		$781K Hold
16,103
– – 0.27% 27
2022
Q4 		$739K Buy
+16,103
New +$699K 0.24% 27
2020
Q1 		– Sell
-33,292
Closed -$1.66M – 122
2019
Q4 		$1.66M Buy
33,292
+1
+0% +$49 0.11% 89
2019
Q3 		$1.58M Sell
33,291
-7,236
-18% -$337K 0.12% 77
2019
Q2 		$1.95M Sell
40,527
-1,155
-3% -$56.4K 0.15% 59
2019
Q1 		$2.04M Sell
41,682
-47,113
-53% -$2.27M 0.17% 55
2018
Q4 		$4.01M Buy
88,795
+71,598
+416% +$3.45M 0.37% 41
2018
Q3 		$893K Buy
17,197
+1,750
+11% +$90.2K 0.09% 103
2018
Q2 		$793K Sell
15,447
-1,183
-7% -$64.6K 0.08% 114
2018
Q1 		$907K Hold
16,630
– – 0.1% 86
2017
Q4 		$918K Buy
16,630
+38
+0.2% +$2.09K 0.1% 84
2017
Q3 		$906K Hold
16,592
– – 0.1% 91
2017
Q2 		$858K Buy
16,592
+59
+0.4% +$3.05K 0.1% 90
2017
Q1 		$832K Sell
16,533
-6,058
-27% -$298K 0.1% 98
2016
Q4 		$1.07M Buy
22,591
+19,926
+748% +$926K 0.14% 67
2016
Q3 		$123K Hold
2,665
– – 0.02% 230
2016
Q2 		$114K Buy
2,665
+66
+3% +$2.98K 0.02% 245
2016
Q1 		$117K Buy
2,599
+286
+12% +$12.4K 0.02% 206
2015
Q4 		$108K Buy
2,313
+23
+1% +$1.11K 0.02% 213
2015
Q3 		$106K Buy
2,290
+51
+2% +$2.57K 0.02% 198
2015
Q2 		$117K Buy
2,239
+195
+10% +$10.8K 0.02% 192
2015
Q1 		$109K Hold
2,044
– – 0.02% 201
2014
Q4 		$104K Buy
2,044
+26
+1% +$1.37K 0.02% 192
2014
Q3 		$110K Buy
2,018
+60
+3% +$3.42K 0.03% 184
2014
Q2 		$115K Hold
1,958
– – 0.03% 179
2014
Q1 		$113K Hold
1,958
– – 0.03% 174
2013
Q4 		$112K Buy
1,958
+24
+1% +$1.34K 0.03% 174
2013
Q3 		$105K Buy
1,934
+42
+2% +$2.18K 0.03% 169
2013
Q2 		$92K Buy
+1,892
New +$97.2K 0.03% 177

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
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

MYCIO Wealth Partners's EFV Position: Q1 2026 in Review

MYCIO Wealth Partners held its iShares MSCI EAFE Value ETF (EFV) position steady in Q1 2026 at 18,434 shares worth $1.37M. The position accounts for 0.27% of the portfolio, ranked #23.

MYCIO Wealth Partners first reported a position in EFV in Q2 2013 and has held it in 41 quarters since. The position peaked at $4.01M in Q4 2018. 1,255 funds tracked by Wall St. Rank hold EFV as of Q1 2026.

  • MYCIO Wealth Partners held 18,434 shares of iShares MSCI EAFE Value ETF worth $1.37M as of Q1 2026.
  • MYCIO Wealth Partners left its iShares MSCI EAFE Value ETF share count unchanged in Q1 2026.
  • iShares MSCI EAFE Value ETF made up 0.27% of MYCIO Wealth Partners's portfolio in Q1 2026, its #23 holding.
  • MYCIO Wealth Partners first reported a position in iShares MSCI EAFE Value ETF in Q2 2013 and has held it in 41 quarters since.
  • MYCIO Wealth Partners's iShares MSCI EAFE Value ETF position peaked at $4.01M in Q4 2018.
  • 1,255 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q1 2026.

Based on MYCIO Wealth Partners's 13F filing for Q1 2026, filed 29 Apr 2026.