Laird Norton Wetherby Wealth Management’s iShares MSCI EAFE Value ETF EFV Stock Holding History

Laird Norton Wetherby Wealth 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	$419K	Buy	6,178 +748	+14%	+$49.3K	0.02%	639
2025 Q2	$345K	Buy	+5,430	New	+$332K	0.02%	675
2024 Q4	$464K	Buy	8,853 +3,438	+63%	+$188K	0.02%	552
2024 Q3	$311K	Buy	5,415 +19	+0.4%	+$1.05K	0.01%	717
2024 Q2	$286K	Sell	5,396 -2,854	-35%	-$155K	0.01%	727
2024 Q1	$449K	Buy	+8,250	New	+$431K	0.02%	594
2023 Q4	–	Sell	-14,565	Closed	-$713K	–	938
2023 Q3	$713K	Buy	+14,565	New	+$721K	0.04%	416

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

Laird Norton Wetherby Wealth Management's EFV Position: Q3 2025 in Review

Laird Norton Wetherby Wealth Management increased its iShares MSCI EAFE Value ETF (EFV) stake by 14% in Q3 2025, buying an estimated $49.3K and bringing the position to 6,178 shares worth $419K. The position accounts for 0.02% of the portfolio, ranked #639.

Laird Norton Wetherby Wealth Management first reported a position in EFV in Q3 2023 and has held it in 7 quarters since. The position peaked at $713K in Q3 2023. 1,111 funds tracked by Wall St. Rank hold EFV as of Q3 2025.

Laird Norton Wetherby Wealth Management held 6,178 shares of iShares MSCI EAFE Value ETF worth $419K as of Q3 2025.
Laird Norton Wetherby Wealth Management bought 748 iShares MSCI EAFE Value ETF shares in Q3 2025, an estimated $49.3K.
iShares MSCI EAFE Value ETF made up 0.02% of Laird Norton Wetherby Wealth Management's portfolio in Q3 2025, its #639 holding.
Laird Norton Wetherby Wealth Management first reported a position in iShares MSCI EAFE Value ETF in Q3 2023 and has held it in 7 quarters since.
Laird Norton Wetherby Wealth Management's iShares MSCI EAFE Value ETF position peaked at $713K in Q3 2023.
1,111 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q3 2025.

Based on Laird Norton Wetherby Wealth Management's 13F filing for Q3 2025, filed 14 Nov 2025.