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Hill Investment Group Partners’s iShares MSCI EAFE Value ETF EFV Stock Holding History

Hill Investment Group Partners’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
-8,495
Closed -$576K – 56
2025
Q3 		$576K Sell
8,495
-61
-0.7% -$4.02K 0.07% 33
2025
Q2 		$543K Buy
8,556
+113
+1% +$6.91K 0.07% 32
2025
Q1 		$498K Sell
8,443
-561
-6% -$31.7K 0.07% 32
2024
Q4 		$472K Sell
9,004
-10,503
-54% -$575K 0.06% 48
2024
Q3 		$1.04M Sell
19,507
-25
-0.1% -$1.38K 0.14% 32
2024
Q2 		$1.07M Sell
19,532
-1,158
-6% -$62.9K 0.14% 32
2024
Q1 		$1.13M Sell
20,690
-1,273
-6% -$66.4K 0.16% 31
2023
Q4 		$1.14M Sell
21,963
-7,264
-25% -$359K 0.17% 29
2023
Q3 		$1.43M Sell
29,227
-3,278
-10% -$162K 0.24% 28
2023
Q2 		$1.59M Sell
32,505
-6,544
-17% -$322K 0.29% 24
2023
Q1 		$1.9M Sell
39,049
-933
-2% -$45.2K 0.37% 24
2022
Q4 		$1.83M Sell
39,982
-16,740
-30% -$727K 0.44% 23
2022
Q3 		$2.19M Buy
56,722
+6,736
+13% +$287K 0.63% 21
2022
Q2 		$2.17M Sell
49,986
-4,285
-8% -$204K 0.61% 20
2022
Q1 		$2.73M Buy
54,271
+7,618
+16% +$387K 0.89% 16
2021
Q4 		$2.35M Buy
46,653
+5,177
+12% +$264K 1.37% 10
2021
Q3 		$2.11M Buy
41,476
+11,614
+39% +$602K 1.36% 11
2021
Q2 		$1.55M Buy
+29,862
New +$1.58M 1.28% 10

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
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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

Hill Investment Group Partners's EFV Position: Q4 2025 in Review

Hill Investment Group Partners sold out of iShares MSCI EAFE Value ETF (EFV) in Q4 2025, closing a stake of 8,495 shares — an estimated $576K sold.

Hill Investment Group Partners first reported a position in EFV in Q2 2021 and held it in 18 quarters. The position peaked at $2.73M in Q1 2022. 1,230 funds tracked by Wall St. Rank hold EFV as of Q4 2025.

  • Hill Investment Group Partners reported no remaining iShares MSCI EAFE Value ETF position as of Q4 2025 after selling out during the quarter.
  • Hill Investment Group Partners sold 8,495 iShares MSCI EAFE Value ETF shares in Q4 2025, an estimated $576K.
  • Hill Investment Group Partners first reported a position in iShares MSCI EAFE Value ETF in Q2 2021 and held it in 18 quarters.
  • Hill Investment Group Partners's iShares MSCI EAFE Value ETF position peaked at $2.73M in Q1 2022.
  • 1,230 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q4 2025.

Based on Hill Investment Group Partners's 13F filing for Q4 2025, filed 17 Feb 2026.