EFG Asset Management (Americas)’s iShares Russell 1000 Value ETF IWD Stock Holding History

EFG Asset Management (Americas)’s Portfolio IWD Stock Details IWD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$338K	Buy	+1,661	New	+$330K	0.06%	140

Other funds holding IWD

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

EFG Asset Management (Americas)'s IWD Position: Q3 2025 in Review

EFG Asset Management (Americas) opened a new position in iShares Russell 1000 Value ETF (IWD) in Q3 2025: 1,661 shares worth $338K. The stake represents 0.06% of the portfolio and ranks #140 among its holdings.

1,751 funds tracked by Wall St. Rank hold IWD as of Q3 2025.

EFG Asset Management (Americas) held 1,661 shares of iShares Russell 1000 Value ETF worth $338K as of Q3 2025.
iShares Russell 1000 Value ETF was a new EFG Asset Management (Americas) position in Q3 2025.
iShares Russell 1000 Value ETF made up 0.06% of EFG Asset Management (Americas)'s portfolio in Q3 2025, its #140 holding.
1,751 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q3 2025.

Based on EFG Asset Management (Americas)'s 13F filing for Q3 2025, filed 14 Nov 2025.