KCM
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KM Capital Management’s iShares MSCI EAFE Value ETF EFV Stock Holding History

KM Capital Management’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 		– Sell
-4,016
Closed -$255K – 55
2025
Q2 		$255K Buy
+4,016
New +$246K 0.13% 54
2024
Q4 		– Sell
-3,490
Closed -$201K – 47
2024
Q3 		$201K Buy
+3,490
New +$193K 0.11% 44

Other funds holding EFV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 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 19.28% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

KM Capital Management's EFV Position: Q3 2025 in Review

KM Capital Management sold out of iShares MSCI EAFE Value ETF (EFV) in Q3 2025, closing a stake of 4,016 shares — an estimated $255K sold.

KM Capital Management first reported a position in EFV in Q3 2024 and held it in 2 quarters. The position peaked at $255K in Q2 2025. 1,116 funds tracked by Wall St. Rank hold EFV as of Q3 2025.

  • KM Capital Management reported no remaining iShares MSCI EAFE Value ETF position as of Q3 2025 after selling out during the quarter.
  • KM Capital Management sold 4,016 iShares MSCI EAFE Value ETF shares in Q3 2025, an estimated $255K.
  • KM Capital Management first reported a position in iShares MSCI EAFE Value ETF in Q3 2024 and held it in 2 quarters.
  • KM Capital Management's iShares MSCI EAFE Value ETF position peaked at $255K in Q2 2025.
  • 1,116 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q3 2025.

Based on KM Capital Management's 13F filing for Q3 2025, filed 14 Nov 2025.