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

Dogwood 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
Q4 		– Sell
-7
Closed -$475 – 773
2025
Q3 		$475 Hold
7
– – ﹤0.01% 652
2025
Q2 		$445 Buy
+7
New +$428 ﹤0.01% 632

Other funds holding EFV

Envestnet Asset Management
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LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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 $250B AUM 21.32% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Dogwood Wealth Management's EFV Position: Q4 2025 in Review

Dogwood Wealth Management sold out of iShares MSCI EAFE Value ETF (EFV) in Q4 2025, closing a stake of 7 shares — an estimated $475 sold.

Dogwood Wealth Management first reported a position in EFV in Q2 2025 and held it in 2 quarters. The position peaked at $475 in Q3 2025. 1,234 funds tracked by Wall St. Rank hold EFV as of Q4 2025.

  • Dogwood Wealth Management reported no remaining iShares MSCI EAFE Value ETF position as of Q4 2025 after selling out during the quarter.
  • Dogwood Wealth Management sold 7 iShares MSCI EAFE Value ETF shares in Q4 2025, an estimated $475.
  • Dogwood Wealth Management first reported a position in iShares MSCI EAFE Value ETF in Q2 2025 and held it in 2 quarters.
  • Dogwood Wealth Management's iShares MSCI EAFE Value ETF position peaked at $475 in Q3 2025.
  • 1,234 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q4 2025.

Based on Dogwood Wealth Management's 13F filing for Q4 2025, filed 4 Feb 2026.