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Family Legacy Financial Solutions’s iShares MSCI EAFE Value ETF EFV Stock Holding History

Family Legacy Financial 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
Q4 		– Sell
-1,058
Closed -$71.8K – 102
2025
Q3 		$71.8K Buy
+1,058
New +$69.7K 0.05% 81

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Envestnet Portfolio Solutions
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Jones Financial Companies
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PAS
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Family Legacy Financial Solutions's EFV Position: Q4 2025 in Review

Family Legacy Financial Solutions sold out of iShares MSCI EAFE Value ETF (EFV) in Q4 2025, closing a stake of 1,058 shares — an estimated $71.8K sold.

Family Legacy Financial Solutions first reported a position in EFV in Q3 2025 and held it in 1 quarter. The position peaked at $71.8K in Q3 2025. 1,232 funds tracked by Wall St. Rank hold EFV as of Q4 2025.

  • Family Legacy Financial Solutions reported no remaining iShares MSCI EAFE Value ETF position as of Q4 2025 after selling out during the quarter.
  • Family Legacy Financial Solutions sold 1,058 iShares MSCI EAFE Value ETF shares in Q4 2025, an estimated $71.8K.
  • Family Legacy Financial Solutions first reported a position in iShares MSCI EAFE Value ETF in Q3 2025 and held it in 1 quarter.
  • Family Legacy Financial Solutions's iShares MSCI EAFE Value ETF position peaked at $71.8K in Q3 2025.
  • 1,232 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q4 2025.

Based on Family Legacy Financial Solutions's 13F filing for Q4 2025, filed 20 Jan 2026.