AFWM
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Abich Financial Wealth Management’s iShares MSCI EAFE Value ETF EFV Stock Holding History

Abich Financial Wealth Management’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
Q3 		$2.04K Buy
+30
New +$1.98K ﹤0.01% 577
2024
Q3 		$2.13K Buy
+37
New +$2.04K ﹤0.01% 339

Other funds holding EFV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 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
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Abich Financial Wealth Management's EFV Position: Q3 2025 in Review

Abich Financial Wealth Management opened a new position in iShares MSCI EAFE Value ETF (EFV) in Q3 2025: 30 shares worth $2.04K. The stake represents ﹤0.01% of the portfolio and ranks #577 among its holdings. This is a return to the name: Abich Financial Wealth Management previously reported a position in EFV as recently as Q3 2024.

Abich Financial Wealth Management first reported a position in EFV in Q3 2024 and has held it in 2 quarters since. The position peaked at $2.13K in Q3 2024. 1,112 funds tracked by Wall St. Rank hold EFV as of Q3 2025.

  • Abich Financial Wealth Management held 30 shares of iShares MSCI EAFE Value ETF worth $2.04K as of Q3 2025.
  • iShares MSCI EAFE Value ETF was a new Abich Financial Wealth Management position in Q3 2025.
  • iShares MSCI EAFE Value ETF made up ﹤0.01% of Abich Financial Wealth Management's portfolio in Q3 2025, its #577 holding.
  • Abich Financial Wealth Management first reported a position in iShares MSCI EAFE Value ETF in Q3 2024 and has held it in 2 quarters since.
  • Abich Financial Wealth Management's iShares MSCI EAFE Value ETF position peaked at $2.13K in Q3 2024.
  • 1,112 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q3 2025.

Based on Abich Financial Wealth Management's 13F filing for Q3 2025, filed 6 Nov 2025.