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Financial Advocates Investment Management’s iShares MSCI EAFE Value ETF EFV Stock Holding History

Financial Advocates Investment Management’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 		$2.53M Sell
37,332
-3,114
-8% -$205K 1.42% 23
2025
Q2 		$2.57M Buy
40,446
+10,026
+33% +$613K 0.21% 107
2025
Q1 		$1.79M Sell
30,420
-5,166
-15% -$292K 0.13% 183
2024
Q4 		$1.87M Buy
35,586
+33,211
+1,398% +$1.82M 0.11% 191
2024
Q3 		$240K Sell
2,375
-17,961
-88% -$992K 0.01% 670
2024
Q2 		$1.08M Buy
+20,336
New +$1.11M 0.07% 275
2024
Q1 		– Sell
-1,589
Closed -$226K – 781
2023
Q4 		$226K Sell
1,589
-4,293
-73% -$212K 0.01% 655
2023
Q3 		$427K Sell
5,882
-27,708
-82% -$1.37M 0.03% 450
2023
Q2 		$1.64M Buy
33,590
+565
+2% +$27.8K 0.12% 190
2023
Q1 		$1.6M Sell
33,025
-4,921
-13% -$238K 0.12% 205
2022
Q4 		$1.74M Buy
37,946
+34,576
+1,026% +$1.5M 0.13% 191
2022
Q3 		$434K Sell
3,370
-36,342
-92% -$1.55M 0.04% 450
2022
Q2 		$1.72M Sell
39,712
-8,019
-17% -$382K 0.14% 179
2022
Q1 		$2.4M Buy
47,731
+33,649
+239% +$1.71M 0.16% 150
2021
Q4 		$705K Sell
14,082
-31,196
-69% -$1.59M 0.04% 403
2021
Q3 		$2.3M Buy
45,278
+10,059
+29% +$521K 0.16% 158
2021
Q2 		$1.82M Buy
35,219
+6,875
+24% +$364K 0.12% 204
2021
Q1 		$1.45M Buy
+28,344
New +$1.41M 0.1% 235
2018
Q4 		– Sell
-4,688
Closed -$243K – 444
2018
Q3 		$243K Sell
4,688
-4,314
-48% -$222K 0.03% 435
2018
Q2 		$461K Buy
9,002
+388
+5% +$21.2K 0.06% 276
2018
Q1 		$470K Buy
8,614
+814
+10% +$45.7K 0.06% 262
2017
Q4 		$430K Buy
+7,800
New +$428K 0.06% 279

Other funds holding EFV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Financial Advocates Investment Management's EFV Position: Q3 2025 in Review

Financial Advocates Investment Management reduced its iShares MSCI EAFE Value ETF (EFV) stake by 7.7% in Q3 2025, selling an estimated $205K and leaving 37,332 shares worth $2.53M. The position accounts for 1.42% of the portfolio, ranked #23.

Financial Advocates Investment Management first reported a position in EFV in Q4 2017 and has held it in 22 quarters since. The position peaked at $2.57M in Q2 2025. 1,113 funds tracked by Wall St. Rank hold EFV as of Q3 2025.

  • Financial Advocates Investment Management held 37,332 shares of iShares MSCI EAFE Value ETF worth $2.53M as of Q3 2025.
  • Financial Advocates Investment Management sold 3,114 iShares MSCI EAFE Value ETF shares in Q3 2025, an estimated $205K.
  • iShares MSCI EAFE Value ETF made up 1.42% of Financial Advocates Investment Management's portfolio in Q3 2025, its #23 holding.
  • Financial Advocates Investment Management first reported a position in iShares MSCI EAFE Value ETF in Q4 2017 and has held it in 22 quarters since.
  • Financial Advocates Investment Management's iShares MSCI EAFE Value ETF position peaked at $2.57M in Q2 2025.
  • 1,113 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q3 2025.

Based on Financial Advocates Investment Management's 13F filing for Q3 2025, filed 6 Nov 2025.