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Carolinas Wealth Consulting’s iShares MSCI EAFE Value ETF EFV Stock Holding History

Carolinas Wealth Consulting’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 		– Sell
-1,909
Closed -$113K – 258
2025
Q1 		$113K Hold
1,909
– – 0.02% 225
2024
Q4 		$100K Hold
1,909
– – 0.02% 249
2024
Q3 		$110K Hold
1,909
– – 0.02% 244
2024
Q2 		$101K Hold
1,909
– – 0.02% 254
2024
Q1 		$104K Buy
+1,909
New +$99.6K 0.02% 249

Other funds holding EFV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Carolinas Wealth Consulting's EFV Position: Q2 2025 in Review

Carolinas Wealth Consulting sold out of iShares MSCI EAFE Value ETF (EFV) in Q2 2025, closing a stake of 1,909 shares — an estimated $113K sold.

Carolinas Wealth Consulting first reported a position in EFV in Q1 2024 and held it in 5 quarters. The position peaked at $113K in Q1 2025. 1,067 funds tracked by Wall St. Rank hold EFV as of Q2 2025.

  • Carolinas Wealth Consulting reported no remaining iShares MSCI EAFE Value ETF position as of Q2 2025 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 1,909 iShares MSCI EAFE Value ETF shares in Q2 2025, an estimated $113K.
  • Carolinas Wealth Consulting first reported a position in iShares MSCI EAFE Value ETF in Q1 2024 and held it in 5 quarters.
  • Carolinas Wealth Consulting's iShares MSCI EAFE Value ETF position peaked at $113K in Q1 2025.
  • 1,067 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q2 2025.

Based on Carolinas Wealth Consulting's 13F filing for Q2 2025.