BBA
EFV icon

Braun-Bostich & Associates’s iShares MSCI EAFE Value ETF EFV Stock Holding History

Braun-Bostich & Associates’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
2026
Q1 		$3.55M Sell
47,806
-23,496
-33% -$1.77M 2.23% 14
2025
Q4 		$5.09M Sell
71,302
-8,287
-10% -$576K 3.14% 8
2025
Q3 		$5.4M Sell
79,589
-3,320
-4% -$219K 3.4% 6
2025
Q2 		$5.26M Buy
82,909
+23,658
+40% +$1.45M 3.59% 5
2025
Q1 		$3.49M Sell
59,251
-8,420
-12% -$476K 2.58% 12
2024
Q4 		$3.55M Buy
67,671
+6,361
+10% +$348K 2.56% 12
2024
Q3 		$3.53M Buy
61,310
+24,234
+65% +$1.34M 2.46% 13
2024
Q2 		$1.97M Buy
37,076
+14,758
+66% +$802K 1.46% 17
2024
Q1 		$1.21M Buy
+22,318
New +$1.16M 1.02% 27

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 $376B AUM 19.32% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 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
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
PAS
Park Avenue Securities New York $12.8B AUM 19.38% 1-Year Est. Return