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Curated Wealth Partners’s iShares MSCI EAFE Value ETF EFV Stock Holding History

Curated Wealth Partners’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 		– Sell
-4,639
Closed -$331K – 241
2025
Q4 		$331K Buy
+4,639
New +$322K 0.04% 150

Other funds holding EFV

Envestnet Asset Management
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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
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T 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 $432B AUM 30.22% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Curated Wealth Partners's EFV Position: Q1 2026 in Review

Curated Wealth Partners sold out of iShares MSCI EAFE Value ETF (EFV) in Q1 2026, closing a stake of 4,639 shares — an estimated $331K sold.

Curated Wealth Partners first reported a position in EFV in Q4 2025 and held it in 1 quarter. The position peaked at $331K in Q4 2025. 1,255 funds tracked by Wall St. Rank hold EFV as of Q1 2026.

  • Curated Wealth Partners reported no remaining iShares MSCI EAFE Value ETF position as of Q1 2026 after selling out during the quarter.
  • Curated Wealth Partners sold 4,639 iShares MSCI EAFE Value ETF shares in Q1 2026, an estimated $331K.
  • Curated Wealth Partners first reported a position in iShares MSCI EAFE Value ETF in Q4 2025 and held it in 1 quarter.
  • Curated Wealth Partners's iShares MSCI EAFE Value ETF position peaked at $331K in Q4 2025.
  • 1,255 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q1 2026.

Based on Curated Wealth Partners's 13F filing for Q1 2026, filed 9 Apr 2026.