Mach-1 Financial Group’s iShares MSCI EAFE Value ETF EFV Stock Holding History

Mach-1 Financial Group’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	-58,329	Closed	-$3.96M	–	352
2025 Q3	$3.96M	Buy	+58,329	New	+$3.84M	0.63%	31
2023 Q2	–	Sell	-82	Closed	-$3.98K	–	232
2023 Q1	$3.98K	Buy	+82	New	+$3.97K	0.03%	195
2022 Q4	–	Sell	-82	Closed	-$3K	–	234
2022 Q3	$3K	Sell	82 -838	-91%	-$35.7K	﹤0.01%	305
2022 Q2	$39K	Buy	+920	New	+$43.8K	0.03%	131

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

Mach-1 Financial Group's EFV Position: Q4 2025 in Review

Mach-1 Financial Group sold out of iShares MSCI EAFE Value ETF (EFV) in Q4 2025, closing a stake of 58,329 shares — an estimated $3.96M sold.

Mach-1 Financial Group first reported a position in EFV in Q2 2022 and held it in 4 quarters. The position peaked at $3.96M in Q3 2025. 1,234 funds tracked by Wall St. Rank hold EFV as of Q4 2025.

Mach-1 Financial Group reported no remaining iShares MSCI EAFE Value ETF position as of Q4 2025 after selling out during the quarter.
Mach-1 Financial Group sold 58,329 iShares MSCI EAFE Value ETF shares in Q4 2025, an estimated $3.96M.
Mach-1 Financial Group first reported a position in iShares MSCI EAFE Value ETF in Q2 2022 and held it in 4 quarters.
Mach-1 Financial Group's iShares MSCI EAFE Value ETF position peaked at $3.96M in Q3 2025.
1,234 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q4 2025.

Based on Mach-1 Financial Group's 13F filing for Q4 2025, filed 6 Feb 2026.