Atomic Invest LLC’s iShares MSCI EAFE Value ETF EFV Stock Holding History

Atomic Invest LLC’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	$9.34K	Buy	+130	New	+$9.03K	0.01%	215

Other funds holding EFV

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

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

Atomic Invest LLC's EFV Position: Q4 2025 in Review

Atomic Invest LLC opened a new position in iShares MSCI EAFE Value ETF (EFV) in Q4 2025: 130 shares worth $9.34K. The stake represents 0.01% of the portfolio and ranks #215 among its holdings.

1,237 funds tracked by Wall St. Rank hold EFV as of Q4 2025.

Atomic Invest LLC held 130 shares of iShares MSCI EAFE Value ETF worth $9.34K as of Q4 2025.
iShares MSCI EAFE Value ETF was a new Atomic Invest LLC position in Q4 2025.
iShares MSCI EAFE Value ETF made up 0.01% of Atomic Invest LLC's portfolio in Q4 2025, its #215 holding.
1,237 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q4 2025.

Based on Atomic Invest LLC's 13F filing for Q4 2025, filed 18 Sep 2026.