Lutz Financial Services’s iShares MSCI EAFE Value ETF EFV Stock Holding History

Lutz Financial Services’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	–	Sell	-3,654	Closed	-$232K	–	97
2025 Q2	$232K	Hold	3,654	–	–	0.02%	92
2025 Q1	$215K	Buy	+3,654	New	+$207K	0.02%	92
2024 Q4	–	Sell	-3,785	Closed	-$218K	–	93
2024 Q3	$218K	Hold	3,785	–	–	0.02%	85
2024 Q2	$201K	Hold	3,785	–	–	0.02%	87
2024 Q1	$206K	Buy	+3,785	New	+$198K	0.02%	86
2021 Q3	–	Sell	-3,876	Closed	-$201K	–	64
2021 Q2	$201K	Buy	+3,876	New	+$205K	0.03%	61
2020 Q2	–	Sell	-37,911	Closed	-$1.35M	–	60
2020 Q1	$1.35M	Sell	37,911 -87,464	-70%	-$3.89M	0.3%	44
2019 Q4	$6.26M	Buy	125,375 +1,165	+0.9%	+$57.1K	1.11%	24
2019 Q3	$5.88M	Buy	124,210 +2,034	+2%	+$94.8K	1.13%	23
2019 Q2	$5.87M	Buy	122,176 +708	+0.6%	+$34.6K	1.15%	21
2019 Q1	$5.94M	Sell	121,468 -2,165	-2%	-$104K	1.21%	21
2018 Q4	$5.59M	Buy	123,633 +33,112	+37%	+$1.6M	1.25%	24
2018 Q3	$4.7M	Buy	90,521 +21,282	+31%	+$1.1M	1.04%	20
2018 Q2	$3.56M	Buy	69,239 +165	+0.2%	+$9.01K	1.01%	20
2018 Q1	$3.77M	Sell	69,074 -571	-0.8%	-$32.1K	1.11%	19
2017 Q4	$3.85M	Buy	+69,645	New	+$3.82M	1.12%	19

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

Lutz Financial Services's EFV Position: Q3 2025 in Review

Lutz Financial Services sold out of iShares MSCI EAFE Value ETF (EFV) in Q3 2025, closing a stake of 3,654 shares — an estimated $232K sold.

Lutz Financial Services first reported a position in EFV in Q4 2017 and held it in 16 quarters. The position peaked at $6.26M in Q4 2019. 1,116 funds tracked by Wall St. Rank hold EFV as of Q3 2025.

Lutz Financial Services reported no remaining iShares MSCI EAFE Value ETF position as of Q3 2025 after selling out during the quarter.
Lutz Financial Services sold 3,654 iShares MSCI EAFE Value ETF shares in Q3 2025, an estimated $232K.
Lutz Financial Services first reported a position in iShares MSCI EAFE Value ETF in Q4 2017 and held it in 16 quarters.
Lutz Financial Services's iShares MSCI EAFE Value ETF position peaked at $6.26M in Q4 2019.
1,116 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q3 2025.

Based on Lutz Financial Services's 13F filing for Q3 2025, filed 10 Nov 2025.