Axim Planning & Wealth’s iShares MSCI EAFE Value ETF EFV Stock Holding History

Axim Planning & Wealth’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	–	Sell	-4,680	Closed	-$297K	–	96
2025 Q2	$297K	Buy	+4,680	New	+$286K	0.27%	31
2025 Q1	–	Sell	-4,870	Closed	-$256K	–	52
2024 Q4	$256K	Buy	4,870 +1,232	+34%	+$67.5K	0.27%	29
2024 Q3	$209K	Buy	+3,638	New	+$201K	0.24%	28
2022 Q4	–	Sell	-274	Closed	-$11K	–	66
2022 Q3	$11K	Buy	274 +10	+4%	+$426	0.01%	110
2022 Q2	$11K	Buy	+264	New	+$12.6K	0.01%	86

Other funds holding EFV

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.28% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Axim Planning & Wealth's EFV Position: Q3 2025 in Review

Axim Planning & Wealth sold out of iShares MSCI EAFE Value ETF (EFV) in Q3 2025, closing a stake of 4,680 shares — an estimated $297K sold.

Axim Planning & Wealth first reported a position in EFV in Q2 2022 and held it in 5 quarters. The position peaked at $297K in Q2 2025. 1,116 funds tracked by Wall St. Rank hold EFV as of Q3 2025.

Axim Planning & Wealth reported no remaining iShares MSCI EAFE Value ETF position as of Q3 2025 after selling out during the quarter.
Axim Planning & Wealth sold 4,680 iShares MSCI EAFE Value ETF shares in Q3 2025, an estimated $297K.
Axim Planning & Wealth first reported a position in iShares MSCI EAFE Value ETF in Q2 2022 and held it in 5 quarters.
Axim Planning & Wealth's iShares MSCI EAFE Value ETF position peaked at $297K in Q2 2025.
1,116 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q3 2025.

Based on Axim Planning & Wealth's 13F filing for Q3 2025, filed 5 Nov 2025.