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

Grey Fox 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	-2,342	Closed	-$159K	–	274
2025 Q3	$159K	Buy	+2,342	New	+$154K	0.03%	155
2023 Q2	–	Sell	-1,885	Closed	-$91.5K	–	222
2023 Q1	$91.5K	Hold	1,885	–	–	0.05%	148
2022 Q4	$86.5K	Buy	+1,885	New	+$81.8K	0.06%	140

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

Grey Fox Wealth Advisors's EFV Position: Q4 2025 in Review

Grey Fox Wealth Advisors sold out of iShares MSCI EAFE Value ETF (EFV) in Q4 2025, closing a stake of 2,342 shares — an estimated $159K sold.

Grey Fox Wealth Advisors first reported a position in EFV in Q4 2022 and held it in 3 quarters. The position peaked at $159K in Q3 2025. 1,234 funds tracked by Wall St. Rank hold EFV as of Q4 2025.

Grey Fox Wealth Advisors reported no remaining iShares MSCI EAFE Value ETF position as of Q4 2025 after selling out during the quarter.
Grey Fox Wealth Advisors sold 2,342 iShares MSCI EAFE Value ETF shares in Q4 2025, an estimated $159K.
Grey Fox Wealth Advisors first reported a position in iShares MSCI EAFE Value ETF in Q4 2022 and held it in 3 quarters.
Grey Fox Wealth Advisors's iShares MSCI EAFE Value ETF position peaked at $159K in Q3 2025.
1,234 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q4 2025.

Based on Grey Fox Wealth Advisors's 13F filing for Q4 2025, filed 12 Feb 2026.