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Investors Research Corp’s iShares MSCI EAFE Value ETF EFV Stock Holding History

Investors Research Corp’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
-318
Closed -$21.6K – 858
2025
Q3 		$21.6K Buy
318
+202
+174% +$13.3K ﹤0.01% 547
2025
Q2 		$7.36K Hold
116
– – ﹤0.01% 698
2025
Q1 		$6.84K Buy
+116
New +$6.56K ﹤0.01% 721

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

Investors Research Corp's EFV Position: Q4 2025 in Review

Investors Research Corp sold out of iShares MSCI EAFE Value ETF (EFV) in Q4 2025, closing a stake of 318 shares — an estimated $21.6K sold.

Investors Research Corp first reported a position in EFV in Q1 2025 and held it in 3 quarters. The position peaked at $21.6K in Q3 2025. 1,234 funds tracked by Wall St. Rank hold EFV as of Q4 2025.

  • Investors Research Corp reported no remaining iShares MSCI EAFE Value ETF position as of Q4 2025 after selling out during the quarter.
  • Investors Research Corp sold 318 iShares MSCI EAFE Value ETF shares in Q4 2025, an estimated $21.6K.
  • Investors Research Corp first reported a position in iShares MSCI EAFE Value ETF in Q1 2025 and held it in 3 quarters.
  • Investors Research Corp's iShares MSCI EAFE Value ETF position peaked at $21.6K in Q3 2025.
  • 1,234 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q4 2025.

Based on Investors Research Corp's 13F filing for Q4 2025, filed 6 Jan 2026.