Bordeaux Wealth Advisors’s iShares MSCI EAFE Value ETF EFV Stock Holding History

Bordeaux Wealth Advisors’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	$384K	Hold	6,057	–	–	0.05%	105
2025 Q1	$357K	Hold	6,057	–	–	0.07%	109
2024 Q4	$318K	Sell	6,057 -16	-0.3%	-$876	0.05%	114
2024 Q3	$349K	Sell	6,073 -2	-0%	-$110	0.06%	112
2024 Q2	$322K	Buy	6,075 +18	+0.3%	+$978	0.06%	106
2024 Q1	$330K	Sell	6,057 -5,332	-47%	-$278K	0.11%	79
2023 Q4	$593K	Buy	+11,389	New	+$564K	0.2%	55

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

Bordeaux Wealth Advisors's EFV Position: Q2 2025 in Review

Bordeaux Wealth Advisors held its iShares MSCI EAFE Value ETF (EFV) position steady in Q2 2025 at 6,057 shares worth $384K. The position accounts for 0.05% of the portfolio, ranked #105.

Bordeaux Wealth Advisors first reported a position in EFV in Q4 2023 and has held it in 7 quarters since. The position peaked at $593K in Q4 2023. 1,066 funds tracked by Wall St. Rank hold EFV as of Q2 2025.

Bordeaux Wealth Advisors held 6,057 shares of iShares MSCI EAFE Value ETF worth $384K as of Q2 2025.
Bordeaux Wealth Advisors left its iShares MSCI EAFE Value ETF share count unchanged in Q2 2025.
iShares MSCI EAFE Value ETF made up 0.05% of Bordeaux Wealth Advisors's portfolio in Q2 2025, its #105 holding.
Bordeaux Wealth Advisors first reported a position in iShares MSCI EAFE Value ETF in Q4 2023 and has held it in 7 quarters since.
Bordeaux Wealth Advisors's iShares MSCI EAFE Value ETF position peaked at $593K in Q4 2023.
1,066 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q2 2025.

Based on Bordeaux Wealth Advisors's 13F filing for Q2 2025, filed 4 Aug 2025.