ACP
EFV icon

Aveo Capital Partners’s iShares MSCI EAFE Value ETF EFV Stock Holding History

Aveo Capital Partners’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
-21,804
Closed -$1.34M – 55
2025
Q1 		$1.34M Sell
21,804
-17,168
-44% -$971K 0.22% 65
2024
Q4 		$2.04M Buy
38,972
+18,804
+93% +$1.03M 0.22% 86
2024
Q3 		$1.16M Buy
20,168
+2,095
+12% +$116K 0.12% 120
2024
Q2 		$959K Sell
18,073
-2,807
-13% -$153K 0.11% 135
2024
Q1 		$1.14M Sell
20,880
-8,258
-28% -$431K 0.12% 129
2023
Q4 		$1.52M Sell
29,138
-439
-1% -$21.7K 0.18% 99
2023
Q3 		$1.45M Buy
29,577
+1,303
+5% +$64.5K 0.19% 104
2023
Q2 		$1.38M Sell
28,274
-261
-0.9% -$12.8K 0.18% 105
2023
Q1 		$1.38M Buy
28,535
+20,198
+242% +$978K 0.18% 97
2022
Q4 		$383K Sell
8,337
-74,161
-90% -$3.22M 0.06% 228
2022
Q3 		$3.18M Sell
82,498
-1,955
-2% -$83.3K 0.55% 45
2022
Q2 		$3.67M Sell
84,453
-755
-0.9% -$35.9K 0.6% 42
2022
Q1 		$4.28M Buy
85,208
+949
+1% +$48.2K 0.76% 39
2021
Q4 		$4.25M Buy
84,259
+1,267
+2% +$64.7K 0.76% 40
2021
Q3 		$4.22M Buy
82,992
+71,910
+649% +$3.73M 0.88% 31
2021
Q2 		$574K Buy
+11,082
New +$586K 0.13% 149

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

Aveo Capital Partners's EFV Position: Q2 2025 in Review

Aveo Capital Partners sold out of iShares MSCI EAFE Value ETF (EFV) in Q2 2025, closing a stake of 21,804 shares — an estimated $1.34M sold.

Aveo Capital Partners first reported a position in EFV in Q2 2021 and held it in 16 quarters. The position peaked at $4.28M in Q1 2022. 1,066 funds tracked by Wall St. Rank hold EFV as of Q2 2025.

  • Aveo Capital Partners reported no remaining iShares MSCI EAFE Value ETF position as of Q2 2025 after selling out during the quarter.
  • Aveo Capital Partners sold 21,804 iShares MSCI EAFE Value ETF shares in Q2 2025, an estimated $1.34M.
  • Aveo Capital Partners first reported a position in iShares MSCI EAFE Value ETF in Q2 2021 and held it in 16 quarters.
  • Aveo Capital Partners's iShares MSCI EAFE Value ETF position peaked at $4.28M in Q1 2022.
  • 1,066 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q2 2025.

Based on Aveo Capital Partners's 13F filing for Q2 2025.