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W.H. Cornerstone Investments’s iShares MSCI EAFE Value ETF EFV Stock Holding History

W.H. Cornerstone Investments’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
Q2 		– Sell
-4,457
Closed -$263K – 118
2025
Q1 		$263K Sell
4,457
-467
-9% -$26.4K 0.18% 95
2024
Q4 		$258K Buy
4,924
+39
+0.8% +$2.14K 0.17% 104
2024
Q3 		$281K Sell
4,885
-9,762
-67% -$539K 0.19% 96
2024
Q2 		$777K Sell
14,647
-6,150
-30% -$334K 0.55% 48
2024
Q1 		$1.13M Sell
20,797
-7,805
-27% -$407K 0.82% 31
2023
Q4 		$1.49M Sell
28,602
-11,081
-28% -$548K 1.18% 17
2023
Q3 		$1.94M Buy
39,683
+10,891
+38% +$539K 1.71% 11
2023
Q2 		$1.41M Sell
28,792
-6,817
-19% -$336K 1.26% 20
2023
Q1 		$1.73M Buy
35,609
+2,633
+8% +$127K 1.57% 12
2022
Q4 		$1.62M Sell
32,976
-1,883
-5% -$81.7K 1.54% 15
2022
Q3 		$1.35M Buy
+34,859
New +$1.49M 1.42% 16

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 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

W.H. Cornerstone Investments's EFV Position: Q2 2025 in Review

W.H. Cornerstone Investments sold out of iShares MSCI EAFE Value ETF (EFV) in Q2 2025, closing a stake of 4,457 shares — an estimated $263K sold.

W.H. Cornerstone Investments first reported a position in EFV in Q3 2022 and held it in 11 quarters. The position peaked at $1.94M in Q3 2023. 1,066 funds tracked by Wall St. Rank hold EFV as of Q2 2025.

  • W.H. Cornerstone Investments reported no remaining iShares MSCI EAFE Value ETF position as of Q2 2025 after selling out during the quarter.
  • W.H. Cornerstone Investments sold 4,457 iShares MSCI EAFE Value ETF shares in Q2 2025, an estimated $263K.
  • W.H. Cornerstone Investments first reported a position in iShares MSCI EAFE Value ETF in Q3 2022 and held it in 11 quarters.
  • W.H. Cornerstone Investments's iShares MSCI EAFE Value ETF position peaked at $1.94M in Q3 2023.
  • 1,066 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q2 2025.

Based on W.H. Cornerstone Investments's 13F filing for Q2 2025, filed 8 Aug 2025.