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Lowe Brockenbrough & Co’s iShares MSCI EAFE Value ETF EFV Stock Holding History

Lowe Brockenbrough & Co’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
-204
Closed -$13.8K – 335
2025
Q3 		$13.8K Buy
+204
New +$13.4K ﹤0.01% 321

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

Lowe Brockenbrough & Co's EFV Position: Q4 2025 in Review

Lowe Brockenbrough & Co sold out of iShares MSCI EAFE Value ETF (EFV) in Q4 2025, closing a stake of 204 shares — an estimated $13.8K sold.

Lowe Brockenbrough & Co first reported a position in EFV in Q3 2025 and held it in 1 quarter. The position peaked at $13.8K in Q3 2025. 1,234 funds tracked by Wall St. Rank hold EFV as of Q4 2025.

  • Lowe Brockenbrough & Co reported no remaining iShares MSCI EAFE Value ETF position as of Q4 2025 after selling out during the quarter.
  • Lowe Brockenbrough & Co sold 204 iShares MSCI EAFE Value ETF shares in Q4 2025, an estimated $13.8K.
  • Lowe Brockenbrough & Co first reported a position in iShares MSCI EAFE Value ETF in Q3 2025 and held it in 1 quarter.
  • Lowe Brockenbrough & Co's iShares MSCI EAFE Value ETF position peaked at $13.8K in Q3 2025.
  • 1,234 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q4 2025.

Based on Lowe Brockenbrough & Co's 13F filing for Q4 2025, filed 11 Feb 2026.