Envestnet Portfolio Solutions
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Envestnet Portfolio Solutions’s iShares MSCI EAFE Value ETF EFV Stock Holding History

Envestnet Portfolio Solutions’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 		$569M Buy
2025
Q1 		$425M Sell
2024
Q4 		$547M Buy
2024
Q3 		$567M Buy
2024
Q2 		$287M Sell
2024
Q1 		$384M Sell
2023
Q4 		$458M Sell
2023
Q3 		$466M Buy