Litman Gregory Wealth Management’s iShares MSCI EAFE Value ETF EFV Stock Holding History

Litman Gregory 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 Q4	$41K	Buy	+574	New	+$39.9K	﹤0.01%	240

Other funds holding EFV

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

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

Litman Gregory Wealth Management's EFV Position: Q4 2025 in Review

Litman Gregory Wealth Management opened a new position in iShares MSCI EAFE Value ETF (EFV) in Q4 2025: 574 shares worth $41K. The stake represents ﹤0.01% of the portfolio and ranks #240 among its holdings.

1,234 funds tracked by Wall St. Rank hold EFV as of Q4 2025.

Litman Gregory Wealth Management held 574 shares of iShares MSCI EAFE Value ETF worth $41K as of Q4 2025.
iShares MSCI EAFE Value ETF was a new Litman Gregory Wealth Management position in Q4 2025.
iShares MSCI EAFE Value ETF made up ﹤0.01% of Litman Gregory Wealth Management's portfolio in Q4 2025, its #240 holding.
1,234 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q4 2025.

Based on Litman Gregory Wealth Management's 13F filing for Q4 2025, filed 12 Feb 2026.