EWG Elevate’s iShares MSCI EAFE Value ETF EFV Stock Holding History

EWG Elevate’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 Q3	–	Sell	-3,822	Closed	-$243K	–	134
2025 Q2	$243K	Buy	+3,822	New	+$234K	0.07%	125

Other funds holding EFV

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

LPL Financial San Diego, California $377B AUM 19.32% 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

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

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

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

Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

EWG Elevate's EFV Position: Q3 2025 in Review

EWG Elevate sold out of iShares MSCI EAFE Value ETF (EFV) in Q3 2025, closing a stake of 3,822 shares — an estimated $243K sold.

EWG Elevate first reported a position in EFV in Q2 2025 and held it in 1 quarter. The position peaked at $243K in Q2 2025. 1,111 funds tracked by Wall St. Rank hold EFV as of Q3 2025.

EWG Elevate reported no remaining iShares MSCI EAFE Value ETF position as of Q3 2025 after selling out during the quarter.
EWG Elevate sold 3,822 iShares MSCI EAFE Value ETF shares in Q3 2025, an estimated $243K.
EWG Elevate first reported a position in iShares MSCI EAFE Value ETF in Q2 2025 and held it in 1 quarter.
EWG Elevate's iShares MSCI EAFE Value ETF position peaked at $243K in Q2 2025.
1,111 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q3 2025.

Based on EWG Elevate's 13F filing for Q3 2025, filed 7 Oct 2025.