BTWM
EFV icon

Brass Tax Wealth Management’s iShares MSCI EAFE Value ETF EFV Stock Holding History

Brass Tax Wealth Management’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 		$221K Hold
3,253
– – 0.04% 225
2025
Q2 		$206K Buy
+3,253
New +$199K 0.04% 223

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

Brass Tax Wealth Management's EFV Position: Q3 2025 in Review

Brass Tax Wealth Management held its iShares MSCI EAFE Value ETF (EFV) position steady in Q3 2025 at 3,253 shares worth $221K. The position accounts for 0.04% of the portfolio, ranked #225.

Brass Tax Wealth Management first reported a position in EFV in Q2 2025 and has held it in 2 quarters since. 1,112 funds tracked by Wall St. Rank hold EFV as of Q3 2025.

  • Brass Tax Wealth Management held 3,253 shares of iShares MSCI EAFE Value ETF worth $221K as of Q3 2025.
  • Brass Tax Wealth Management left its iShares MSCI EAFE Value ETF share count unchanged in Q3 2025.
  • iShares MSCI EAFE Value ETF made up 0.04% of Brass Tax Wealth Management's portfolio in Q3 2025, its #225 holding.
  • Brass Tax Wealth Management first reported a position in iShares MSCI EAFE Value ETF in Q2 2025 and has held it in 2 quarters since.
  • 1,112 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q3 2025.

Based on Brass Tax Wealth Management's 13F filing for Q3 2025, filed 14 Nov 2025.