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Koesten Hirschmann & Crabtree’s iShares MSCI EAFE Value ETF EFV Stock Holding History

Koesten Hirschmann & Crabtree’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
-954
Closed -$64.7K – 97
2025
Q3 		$64.7K Hold
954
– – 0.03% 73
2025
Q2 		$60.6K Hold
954
– – 0.03% 77
2025
Q1 		$56.2K Hold
954
– – 0.03% 77
2024
Q4 		$50.1K Hold
954
– – 0.03% 79
2024
Q3 		$54.9K Hold
954
– – 0.03% 77
2024
Q2 		$51.9K Hold
954
– – 0.03% 83
2024
Q1 		$51.9K Buy
+954
New +$49.8K 0.03% 83

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

Koesten Hirschmann & Crabtree's EFV Position: Q4 2025 in Review

Koesten Hirschmann & Crabtree sold out of iShares MSCI EAFE Value ETF (EFV) in Q4 2025, closing a stake of 954 shares — an estimated $64.7K sold.

Koesten Hirschmann & Crabtree first reported a position in EFV in Q1 2024 and held it in 7 quarters. The position peaked at $64.7K in Q3 2025. 1,234 funds tracked by Wall St. Rank hold EFV as of Q4 2025.

  • Koesten Hirschmann & Crabtree reported no remaining iShares MSCI EAFE Value ETF position as of Q4 2025 after selling out during the quarter.
  • Koesten Hirschmann & Crabtree sold 954 iShares MSCI EAFE Value ETF shares in Q4 2025, an estimated $64.7K.
  • Koesten Hirschmann & Crabtree first reported a position in iShares MSCI EAFE Value ETF in Q1 2024 and held it in 7 quarters.
  • Koesten Hirschmann & Crabtree's iShares MSCI EAFE Value ETF position peaked at $64.7K in Q3 2025.
  • 1,234 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q4 2025.

Based on Koesten Hirschmann & Crabtree's 13F filing for Q4 2025, filed 9 Feb 2026.