PCS
EFV icon

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

Personal CFO Solutions’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 		$533K Buy
+7,165
New +$539K 0.07% 242
2025
Q2 		– Sell
-5,473
Closed -$323K – 491
2025
Q1 		$323K Buy
+5,473
New +$310K 0.07% 296
2024
Q4 		– Sell
-4,359
Closed -$251K – 502
2024
Q3 		$251K Buy
+4,359
New +$241K 0.04% 473
2022
Q3 		– Sell
-19,960
Closed -$866K – 432
2022
Q2 		$866K Buy
19,960
+4,082
+26% +$194K 0.2% 81
2022
Q1 		$798K Buy
15,878
+5,968
+60% +$303K 0.16% 126
2021
Q4 		$499K Buy
+9,910
New +$506K 0.09% 197

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 $12.8B AUM 19.38% 1-Year Est. Return

Personal CFO Solutions's EFV Position: Q1 2026 in Review

Personal CFO Solutions opened a new position in iShares MSCI EAFE Value ETF (EFV) in Q1 2026: 7,165 shares worth $533K. The stake represents 0.07% of the portfolio and ranks #242 among its holdings. This is a return to the name: Personal CFO Solutions previously reported a position in EFV as recently as Q1 2025.

Personal CFO Solutions first reported a position in EFV in Q4 2021 and has held it in 6 quarters since. The position peaked at $866K in Q2 2022. 1,254 funds tracked by Wall St. Rank hold EFV as of Q1 2026.

  • Personal CFO Solutions held 7,165 shares of iShares MSCI EAFE Value ETF worth $533K as of Q1 2026.
  • iShares MSCI EAFE Value ETF was a new Personal CFO Solutions position in Q1 2026.
  • iShares MSCI EAFE Value ETF made up 0.07% of Personal CFO Solutions's portfolio in Q1 2026, its #242 holding.
  • Personal CFO Solutions first reported a position in iShares MSCI EAFE Value ETF in Q4 2021 and has held it in 6 quarters since.
  • Personal CFO Solutions's iShares MSCI EAFE Value ETF position peaked at $866K in Q2 2022.
  • 1,254 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q1 2026.

Based on Personal CFO Solutions's 13F filing for Q1 2026, filed 30 Apr 2026.