FSC Wealth Advisors’s iShares MSCI EAFE Value ETF EFV Stock Holding History

FSC Wealth Advisors’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	-28,171	Closed	-$1.91M	–	42
2025 Q3	$1.91M	Buy	28,171 +4,616	+20%	+$304K	1.1%	29
2025 Q2	$1.5M	Buy	23,555 +1,029	+5%	+$63K	0.94%	28
2025 Q1	$1.33M	Buy	22,526 +4,687	+26%	+$265K	0.87%	26
2024 Q4	$936K	Buy	17,839 +4,820	+37%	+$264K	0.6%	28
2024 Q3	$749K	Buy	13,019 +2,647	+26%	+$146K	0.54%	32
2024 Q2	$550K	Buy	10,372 +6,572	+173%	+$357K	0.41%	31
2024 Q1	$207K	Buy	3,800 +2,068	+119%	+$108K	0.15%	52
2023 Q4	$90.2K	Buy	1,732 +583	+51%	+$28.9K	0.07%	73
2023 Q3	$56.2K	Buy	1,149 +15	+1%	+$743	0.06%	70
2023 Q2	$55.5K	Buy	1,134 +556	+96%	+$27.4K	0.05%	70
2023 Q1	$28.1K	Buy	578 +96	+20%	+$4.65K	0.04%	79
2022 Q4	$22.1K	Buy	482 +134	+39%	+$5.82K	0.04%	80
2022 Q3	$13K	Buy	348 +11	+3%	+$469	0.13%	93
2022 Q2	$15K	Buy	337 +13	+4%	+$619	0.13%	88
2022 Q1	$16K	Buy	324 +233	+256%	+$11.8K	0.02%	107
2021 Q4	$5K	Buy	+91	New	+$4.65K	﹤0.01%	145

Other funds holding EFV

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

FSC Wealth Advisors's EFV Position: Q4 2025 in Review

FSC Wealth Advisors sold out of iShares MSCI EAFE Value ETF (EFV) in Q4 2025, closing a stake of 28,171 shares — an estimated $1.91M sold.

FSC Wealth Advisors first reported a position in EFV in Q4 2021 and held it in 16 quarters. The position peaked at $1.91M in Q3 2025. 1,234 funds tracked by Wall St. Rank hold EFV as of Q4 2025.

FSC Wealth Advisors reported no remaining iShares MSCI EAFE Value ETF position as of Q4 2025 after selling out during the quarter.
FSC Wealth Advisors sold 28,171 iShares MSCI EAFE Value ETF shares in Q4 2025, an estimated $1.91M.
FSC Wealth Advisors first reported a position in iShares MSCI EAFE Value ETF in Q4 2021 and held it in 16 quarters.
FSC Wealth Advisors's iShares MSCI EAFE Value ETF position peaked at $1.91M in Q3 2025.
1,234 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q4 2025.

Based on FSC Wealth Advisors's 13F filing for Q4 2025, filed 22 Jan 2026.