FGC
EFV icon

Financial Gravity Companies’s iShares MSCI EAFE Value ETF EFV Stock Holding History

Financial Gravity Companies’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 		$103K Buy
+1,627
New +$99.6K 0.02% 219
2024
Q4 		$85.4K Sell
1,627
-68
-4% -$3.72K 0.02% 226
2024
Q3 		$97.5K Buy
+1,695
New +$93.6K 0.03% 138
2018
Q4 		$17K Buy
+360
New +$17.3K 0.02% 498
2018
Q1 		$17K Buy
+305
New +$17.1K 0.02% 515

Other funds holding EFV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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 $1.56T AUM 27.86% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 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
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Financial Gravity Companies's EFV Position: Q2 2025 in Review

Financial Gravity Companies opened a new position in iShares MSCI EAFE Value ETF (EFV) in Q2 2025: 1,627 shares worth $103K. The stake represents 0.02% of the portfolio and ranks #219 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in EFV as recently as Q4 2024.

Financial Gravity Companies first reported a position in EFV in Q1 2018 and has held it in 5 quarters since. 1,065 funds tracked by Wall St. Rank hold EFV as of Q2 2025.

  • Financial Gravity Companies held 1,627 shares of iShares MSCI EAFE Value ETF worth $103K as of Q2 2025.
  • iShares MSCI EAFE Value ETF was a new Financial Gravity Companies position in Q2 2025.
  • iShares MSCI EAFE Value ETF made up 0.02% of Financial Gravity Companies's portfolio in Q2 2025, its #219 holding.
  • Financial Gravity Companies first reported a position in iShares MSCI EAFE Value ETF in Q1 2018 and has held it in 5 quarters since.
  • 1,065 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q2 2025.

Based on Financial Gravity Companies's 13F filing for Q2 2025, filed 8 Aug 2025.