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

Lowe 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 Q3	$2.51K	Buy	+37	New	+$2.44K	﹤0.01%	330

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

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

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 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

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Lowe Wealth Advisors's EFV Position: Q3 2025 in Review

Lowe Wealth Advisors opened a new position in iShares MSCI EAFE Value ETF (EFV) in Q3 2025: 37 shares worth $2.51K. The stake represents ﹤0.01% of the portfolio and ranks #330 among its holdings.

1,116 funds tracked by Wall St. Rank hold EFV as of Q3 2025.

Lowe Wealth Advisors held 37 shares of iShares MSCI EAFE Value ETF worth $2.51K as of Q3 2025.
iShares MSCI EAFE Value ETF was a new Lowe Wealth Advisors position in Q3 2025.
iShares MSCI EAFE Value ETF made up ﹤0.01% of Lowe Wealth Advisors's portfolio in Q3 2025, its #330 holding.
1,116 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q3 2025.

Based on Lowe Wealth Advisors's 13F filing for Q3 2025, filed 16 Oct 2025.