McClarren Financial Advisors’s iShares MSCI EAFE Value ETF EFV Stock Holding History

McClarren Financial 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 Q1	–	Sell	-59	Closed	-$3K	–	297
2024 Q4	$3K	Buy	+59	New	+$3.23K	0.01%	176
2024 Q3	–	Sell	-53	Closed	-$3K	–	266
2024 Q2	$3K	Sell	53 -4	-7%	-$217	﹤0.01%	273
2024 Q1	$4K	Hold	57	–	–	﹤0.01%	260
2023 Q4	$3K	Buy	57 +2	+4%	+$99	﹤0.01%	308
2023 Q3	$2K	Hold	55	–	–	﹤0.01%	297
2023 Q2	$2K	Buy	55 +1	+2%	+$49	﹤0.01%	298
2023 Q1	$2K	Hold	54	–	–	﹤0.01%	287
2022 Q4	$2K	Buy	54 +1	+2%	+$43	﹤0.01%	295
2022 Q3	$2K	Buy	+53	New	+$2.26K	﹤0.01%	276
2022 Q2	–	Sell	-52	Closed	-$2K	–	94
2022 Q1	$2K	Sell	52 -1	-2%	-$51	﹤0.01%	251
2021 Q4	$3K	Buy	53 +2	+4%	+$102	﹤0.01%	278
2021 Q3	$2K	Buy	+51	New	+$2.64K	﹤0.01%	257

Other funds holding EFV

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

McClarren Financial Advisors's EFV Position: Q1 2025 in Review

McClarren Financial Advisors sold out of iShares MSCI EAFE Value ETF (EFV) in Q1 2025, closing a stake of 59 shares — an estimated $3K sold.

McClarren Financial Advisors first reported a position in EFV in Q3 2021 and held it in 12 quarters. The position peaked at $4K in Q1 2024. 1,009 funds tracked by Wall St. Rank hold EFV as of Q1 2025.

McClarren Financial Advisors reported no remaining iShares MSCI EAFE Value ETF position as of Q1 2025 after selling out during the quarter.
McClarren Financial Advisors sold 59 iShares MSCI EAFE Value ETF shares in Q1 2025, an estimated $3K.
McClarren Financial Advisors first reported a position in iShares MSCI EAFE Value ETF in Q3 2021 and held it in 12 quarters.
McClarren Financial Advisors's iShares MSCI EAFE Value ETF position peaked at $4K in Q1 2024.
1,009 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q1 2025.

Based on McClarren Financial Advisors's 13F filing for Q1 2025, filed 9 May 2025.