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Gladstone Institutional Advisory’s iShares MSCI EAFE Value ETF EFV Stock Holding History

Gladstone Institutional Advisory’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
-4,670
Closed -$317K – 809
2025
Q3 		$317K Sell
4,670
-740
-14% -$48.7K 0.01% 632
2025
Q2 		$343K Buy
+5,410
New +$331K 0.01% 582
2024
Q2 		– Sell
-6,136
Closed -$334K – 672
2024
Q1 		$334K Sell
6,136
-4,238
-41% -$221K 0.02% 508
2023
Q4 		$540K Buy
10,374
+2,221
+27% +$110K 0.03% 403
2023
Q3 		$399K Buy
8,153
+420
+5% +$20.8K 0.03% 433
2023
Q2 		$378K Sell
7,733
-24,968
-76% -$1.23M 0.02% 453
2023
Q1 		$1.59M Buy
32,701
+21,243
+185% +$1.03M 0.1% 222
2022
Q4 		$526K Sell
11,458
-7,882
-41% -$342K 0.04% 386
2022
Q3 		$745K Buy
19,340
+9,864
+104% +$421K 0.06% 325
2022
Q2 		$411K Buy
9,476
+1,870
+25% +$89K 0.03% 453
2022
Q1 		$382K Buy
+7,606
New +$387K 0.03% 491

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 $2.3T AUM 54.33% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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 $250B AUM 21.32% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Gladstone Institutional Advisory's EFV Position: Q4 2025 in Review

Gladstone Institutional Advisory sold out of iShares MSCI EAFE Value ETF (EFV) in Q4 2025, closing a stake of 4,670 shares — an estimated $317K sold.

Gladstone Institutional Advisory first reported a position in EFV in Q1 2022 and held it in 11 quarters. The position peaked at $1.59M in Q1 2023. 1,234 funds tracked by Wall St. Rank hold EFV as of Q4 2025.

  • Gladstone Institutional Advisory reported no remaining iShares MSCI EAFE Value ETF position as of Q4 2025 after selling out during the quarter.
  • Gladstone Institutional Advisory sold 4,670 iShares MSCI EAFE Value ETF shares in Q4 2025, an estimated $317K.
  • Gladstone Institutional Advisory first reported a position in iShares MSCI EAFE Value ETF in Q1 2022 and held it in 11 quarters.
  • Gladstone Institutional Advisory's iShares MSCI EAFE Value ETF position peaked at $1.59M in Q1 2023.
  • 1,234 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q4 2025.

Based on Gladstone Institutional Advisory's 13F filing for Q4 2025, filed 17 Feb 2026.