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

Guerra 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 Q3	$31.9K	Buy	+470	New	+$31K	0.01%	185

Other funds holding EFV

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Guerra Advisors's EFV Position: Q3 2025 in Review

Guerra Advisors opened a new position in iShares MSCI EAFE Value ETF (EFV) in Q3 2025: 470 shares worth $31.9K. The stake represents 0.01% of the portfolio and ranks #185 among its holdings.

1,112 funds tracked by Wall St. Rank hold EFV as of Q3 2025.

Guerra Advisors held 470 shares of iShares MSCI EAFE Value ETF worth $31.9K as of Q3 2025.
iShares MSCI EAFE Value ETF was a new Guerra Advisors position in Q3 2025.
iShares MSCI EAFE Value ETF made up 0.01% of Guerra Advisors's portfolio in Q3 2025, its #185 holding.
1,112 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q3 2025.

Based on Guerra Advisors's 13F filing for Q3 2025, filed 4 Nov 2025.