Atria Wealth Solutions
EFV icon

Atria Wealth Solutions’s iShares MSCI EAFE Value ETF EFV Stock Holding History

Atria Wealth 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
2025
Q2 		$23.2M Sell
730,378
-365,770
-33% -$11.2M 0.52% 29
2025
Q1 		$32.3M Sell
1,096,148
-301,802
-22% -$8.54M 0.39% 44
2024
Q4 		$36.7M Buy
1,397,950
+104,098
+8% +$2.85M 0.4% 44
2024
Q3 		$37.2M Buy
1,293,852
+727,734
+129% +$20.1M 0.4% 44
2024
Q2 		$15M Sell
566,118
-308,934
-35% -$8.4M 0.17% 128
2024
Q1 		$23.8M Sell
875,052
-307,748
-26% -$8.03M 0.27% 74
2023
Q4 		$30.8M Sell
1,182,800
-164,582
-12% -$4.07M 0.39% 43
2023
Q3 		$33M Buy
1,347,382
+377,560
+39% +$9.35M 0.46% 34
2023
Q2 		$23.7M Sell
969,822
-16,878
-2% -$415K 0.32% 60
2023
Q1 		$23.9M Sell
986,700
-232,202
-19% -$5.62M 0.35% 58
2022
Q4 		$28M Buy
1,218,902
+7,986
+0.7% +$173K 0.45% 36
2022
Q3 		$23.3M Sell
1,210,916
-79,194
-6% -$1.69M 0.4% 45
2022
Q2 		$28M Buy
1,290,110
+123,124
+11% +$2.93M 0.53% 32
2022
Q1 		$29.3M Buy
+1,166,986
New +$29.7M 0.49% 30

Other funds holding EFV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.28% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Park Avenue Securities
Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

Atria Wealth Solutions's EFV Position: Q2 2025 in Review

Atria Wealth Solutions reduced its iShares MSCI EAFE Value ETF (EFV) stake by 33% in Q2 2025, selling an estimated $11.2M and leaving 730,378 shares worth $23.2M. The position accounts for 0.52% of the portfolio, ranked #29.

Atria Wealth Solutions first reported a position in EFV in Q1 2022 and has held it in 14 quarters since. The position peaked at $37.2M in Q3 2024. 1,074 funds tracked by Wall St. Rank hold EFV as of Q2 2025.

  • Atria Wealth Solutions held 730,378 shares of iShares MSCI EAFE Value ETF worth $23.2M as of Q2 2025.
  • Atria Wealth Solutions sold 365,770 iShares MSCI EAFE Value ETF shares in Q2 2025, an estimated $11.2M.
  • iShares MSCI EAFE Value ETF made up 0.52% of Atria Wealth Solutions's portfolio in Q2 2025, its #29 holding.
  • Atria Wealth Solutions first reported a position in iShares MSCI EAFE Value ETF in Q1 2022 and has held it in 14 quarters since.
  • Atria Wealth Solutions's iShares MSCI EAFE Value ETF position peaked at $37.2M in Q3 2024.
  • 1,074 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.