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 Q2	–	Sell	-7,165	Closed	-$533K	–	541
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 Chicago, Illinois $424B AUM 22.96% 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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

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

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

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

DWM

Dynasty Wealth Management St. Petersburg, Florida $13.5B AUM 21.55% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Personal CFO Solutions's EFV Position: Q2 2026 in Review

Personal CFO Solutions sold out of iShares MSCI EAFE Value ETF (EFV) in Q2 2026, closing a stake of 7,165 shares — an estimated $533K sold.

Personal CFO Solutions first reported a position in EFV in Q4 2021 and held it in 6 quarters. The position peaked at $866K in Q2 2022. 1,249 funds tracked by Wall St. Rank hold EFV as of Q2 2026.

Personal CFO Solutions reported no remaining iShares MSCI EAFE Value ETF position as of Q2 2026 after selling out during the quarter.
Personal CFO Solutions sold 7,165 iShares MSCI EAFE Value ETF shares in Q2 2026, an estimated $533K.
Personal CFO Solutions first reported a position in iShares MSCI EAFE Value ETF in Q4 2021 and held it in 6 quarters.
Personal CFO Solutions's iShares MSCI EAFE Value ETF position peaked at $866K in Q2 2022.
1,249 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q2 2026.

Based on Personal CFO Solutions's 13F filing for Q2 2026, filed 7 Aug 2026.