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LGT Financial Advisors’s iShares MSCI EAFE Value ETF EFV Stock Holding History

LGT Financial Advisors’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
-20,662
Closed -$1.4M – 283
2025
Q3 		$1.4M Buy
20,662
+2,774
+16% +$183K 3.02% 6
2025
Q2 		$1.14M Buy
17,888
+5,663
+46% +$347K 2.88% 8
2025
Q1 		$721K Sell
12,225
-1,184
-9% -$67K 2.2% 12
2024
Q4 		$704K Buy
13,409
+1,451
+12% +$79.5K 1.56% 14
2024
Q3 		$688K Buy
11,958
+6,656
+126% +$368K 1.7% 16
2024
Q2 		$281K Sell
5,302
-1,449
-21% -$78.8K 0.59% 37
2024
Q1 		$367K Buy
6,751
+76
+1% +$3.97K 0.43% 47
2023
Q4 		$348K Buy
6,675
+3,318
+99% +$164K 0.43% 50
2023
Q3 		$164K Buy
3,357
+2,158
+180% +$107K 0.21% 107
2023
Q2 		$58.7K Buy
+1,199
New +$59K 0.06% 161
2023
Q1 		– Sell
-4,875
Closed -$224K – 114
2022
Q4 		$224K Buy
+4,875
New +$212K 0.26% 89

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

LGT Financial Advisors's EFV Position: Q4 2025 in Review

LGT Financial Advisors sold out of iShares MSCI EAFE Value ETF (EFV) in Q4 2025, closing a stake of 20,662 shares — an estimated $1.4M sold.

LGT Financial Advisors first reported a position in EFV in Q4 2022 and held it in 11 quarters. The position peaked at $1.4M in Q3 2025. 1,230 funds tracked by Wall St. Rank hold EFV as of Q4 2025.

  • LGT Financial Advisors reported no remaining iShares MSCI EAFE Value ETF position as of Q4 2025 after selling out during the quarter.
  • LGT Financial Advisors sold 20,662 iShares MSCI EAFE Value ETF shares in Q4 2025, an estimated $1.4M.
  • LGT Financial Advisors first reported a position in iShares MSCI EAFE Value ETF in Q4 2022 and held it in 11 quarters.
  • LGT Financial Advisors's iShares MSCI EAFE Value ETF position peaked at $1.4M in Q3 2025.
  • 1,230 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q4 2025.

Based on LGT Financial Advisors's 13F filing for Q4 2025, filed 13 Feb 2026.