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Long Run Wealth Advisors’s iShares MSCI EAFE Value ETF EFV Stock Holding History

Long Run Wealth 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 		$18.4M Buy
258,023
+9,341
+4% +$649K 3.47% 6
2025
Q3 		$16.9M Buy
248,682
+7,859
+3% +$518K 3.31% 6
2025
Q2 		$15.3M Buy
240,823
+3,586
+2% +$219K 3.21% 6
2025
Q1 		$14M Sell
237,237
-8,245
-3% -$466K 3.17% 6
2024
Q4 		$12.9M Buy
245,482
+20,733
+9% +$1.14M 3.09% 6
2024
Q3 		$12.9M Buy
224,749
+3,520
+2% +$194K 3.04% 6
2024
Q2 		$11.7M Sell
221,229
-772
-0.3% -$42K 2.97% 7
2024
Q1 		$12.1M Buy
222,001
+8,698
+4% +$454K 3.18% 7
2023
Q4 		$11.1M Sell
213,303
-2,111
-1% -$104K 3.21% 6
2023
Q3 		$10.5M Buy
215,414
+6,714
+3% +$333K 3.42% 6
2023
Q2 		$10.2M Buy
208,700
+8,156
+4% +$401K 3.26% 6
2023
Q1 		$9.73M Sell
200,544
-18,022
-8% -$872K 3.31% 9
2022
Q4 		$10M Buy
218,566
+5,448
+3% +$236K 3.61% 6
2022
Q3 		$8.21M Buy
213,118
+14,619
+7% +$623K 3.25% 7
2022
Q2 		$8.62M Buy
198,499
+8,782
+5% +$418K 3.34% 6
2022
Q1 		$9.52M Buy
189,717
+20,989
+12% +$1.07M 3.33% 6
2021
Q4 		$8.51M Buy
+168,728
New +$8.61M 2.96% 8

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 $18.1B AUM 15% 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 $12.8B AUM 19.38% 1-Year Est. Return

Long Run Wealth Advisors's EFV Position: Q4 2025 in Review

Long Run Wealth Advisors increased its iShares MSCI EAFE Value ETF (EFV) stake by 3.8% in Q4 2025, buying an estimated $649K and bringing the position to 258,023 shares worth $18.4M. The position accounts for 3.47% of the portfolio, ranked #6.

Long Run Wealth Advisors first reported a position in EFV in Q4 2021 and has held it in 17 quarters since. 1,229 funds tracked by Wall St. Rank hold EFV as of Q4 2025.

  • Long Run Wealth Advisors held 258,023 shares of iShares MSCI EAFE Value ETF worth $18.4M as of Q4 2025.
  • Long Run Wealth Advisors bought 9,341 iShares MSCI EAFE Value ETF shares in Q4 2025, an estimated $649K.
  • iShares MSCI EAFE Value ETF made up 3.47% of Long Run Wealth Advisors's portfolio in Q4 2025, its #6 holding.
  • Long Run Wealth Advisors first reported a position in iShares MSCI EAFE Value ETF in Q4 2021 and has held it in 17 quarters since.
  • 1,229 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q4 2025.

Based on Long Run Wealth Advisors's 13F filing for Q4 2025, filed 2 Feb 2026.