Avantax Advisory Services’s iShares MSCI EAFE Value ETF EFV Stock Holding History

Avantax Advisory Services’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	$33M	Buy	520,069 +123,143	+31%	+$7.53M	0.18%	87
2025 Q1	$23.4M	Sell	396,926 -63,935	-14%	-$3.62M	0.14%	114
2024 Q4	$24.2M	Buy	460,861 +41,647	+10%	+$2.28M	0.15%	100
2024 Q3	$24.1M	Buy	419,214 +188,639	+82%	+$10.4M	0.16%	98
2024 Q2	$12.2M	Sell	230,575 -59,046	-20%	-$3.21M	0.09%	177
2024 Q1	$15.8M	Sell	289,621 -66,708	-19%	-$3.48M	0.14%	113
2023 Q4	$18.6M	Sell	356,329 -12,212	-3%	-$604K	0.18%	90
2023 Q3	$18M	Buy	368,541 +128,535	+54%	+$6.37M	0.2%	79
2023 Q2	$11.7M	Buy	240,006 +14,353	+6%	+$707K	0.13%	127
2023 Q1	$11M	Sell	225,653 -40,980	-15%	-$1.98M	0.13%	132
2022 Q4	$12.2M	Buy	266,633 +67,281	+34%	+$2.92M	0.16%	105
2022 Q3	$7.68M	Buy	199,352 +34,414	+21%	+$1.47M	0.12%	139
2022 Q2	$7.16M	Buy	164,938 +49,431	+43%	+$2.35M	0.11%	148
2022 Q1	$5.8M	Buy	115,507 +17,946	+18%	+$912K	0.08%	175
2021 Q4	$4.92M	Buy	97,561 +23,097	+31%	+$1.18M	0.07%	204
2021 Q3	$3.79M	Buy	74,464 +29,890	+67%	+$1.55M	0.06%	225
2021 Q2	$2.31M	Buy	44,574 +20,988	+89%	+$1.11M	0.04%	303
2021 Q1	$1.2M	Buy	23,586 +8,521	+57%	+$424K	0.03%	391
2020 Q4	$709K	Sell	15,065 -11,812	-44%	-$521K	0.02%	451
2020 Q3	$1.08M	Buy	26,877 +7,759	+41%	+$321K	0.02%	517
2020 Q2	$764K	Sell	19,118 -54,613	-74%	-$2.08M	0.02%	388
2020 Q1	$2.63M	Buy	73,731 +61,669	+511%	+$2.74M	0.08%	160
2019 Q4	$603K	Buy	+12,062	New	+$591K	0.01%	428

Other funds holding EFV

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

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

Avantax Advisory Services's EFV Position: Q2 2025 in Review

Avantax Advisory Services increased its iShares MSCI EAFE Value ETF (EFV) stake by 31% in Q2 2025, buying an estimated $7.53M and bringing the position to 520,069 shares worth $33M. The position accounts for 0.18% of the portfolio, ranked #87.

Avantax Advisory Services first reported a position in EFV in Q4 2019 and has held it in 23 quarters since. 1,065 funds tracked by Wall St. Rank hold EFV as of Q2 2025.

Avantax Advisory Services held 520,069 shares of iShares MSCI EAFE Value ETF worth $33M as of Q2 2025.
Avantax Advisory Services bought 123,143 iShares MSCI EAFE Value ETF shares in Q2 2025, an estimated $7.53M.
iShares MSCI EAFE Value ETF made up 0.18% of Avantax Advisory Services's portfolio in Q2 2025, its #87 holding.
Avantax Advisory Services first reported a position in iShares MSCI EAFE Value ETF in Q4 2019 and has held it in 23 quarters since.
1,065 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.