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Blue Oak Capital’s iShares MSCI EAFE Value ETF EFV Stock Holding History

Blue Oak Capital’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
Q1 		– Sell
-5,698
Closed -$299K – 77
2024
Q4 		$299K Buy
+5,698
New +$312K 0.18% 61

Other funds holding EFV

Envestnet Asset Management
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 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 19.34% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Blue Oak Capital's EFV Position: Q1 2025 in Review

Blue Oak Capital sold out of iShares MSCI EAFE Value ETF (EFV) in Q1 2025, closing a stake of 5,698 shares — an estimated $299K sold.

Blue Oak Capital first reported a position in EFV in Q4 2024 and held it in 1 quarter. The position peaked at $299K in Q4 2024. 1,011 funds tracked by Wall St. Rank hold EFV as of Q1 2025.

  • Blue Oak Capital reported no remaining iShares MSCI EAFE Value ETF position as of Q1 2025 after selling out during the quarter.
  • Blue Oak Capital sold 5,698 iShares MSCI EAFE Value ETF shares in Q1 2025, an estimated $299K.
  • Blue Oak Capital first reported a position in iShares MSCI EAFE Value ETF in Q4 2024 and held it in 1 quarter.
  • Blue Oak Capital's iShares MSCI EAFE Value ETF position peaked at $299K in Q4 2024.
  • 1,011 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q1 2025.

Based on Blue Oak Capital's 13F filing for Q1 2025, filed 6 Jun 2025.