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ORG Partners’s iShares MSCI EAFE Value ETF EFV Stock Holding History

ORG Partners’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 		$2.43M Buy
33,967
+3,294
+11% +$229K 0.43% 47
2025
Q3 		$2.17M Buy
30,673
+4,976
+19% +$328K 0.4% 52
2025
Q2 		$1.63M Buy
25,697
+16,523
+180% +$1.01M 0.35% 61
2025
Q1 		$541K Sell
9,174
-147,602
-94% -$8.35M 0.13% 142
2024
Q4 		$8.23M Buy
156,776
+5,453
+4% +$299K 1.12% 22
2024
Q3 		$8.71M Buy
151,323
+856
+0.6% +$47.3K 1.39% 16
2024
Q2 		$8.02M Buy
+150,467
New +$8.18M 1% 20
2024
Q1 		– Sell
-136,035
Closed -$7.09M – 689
2023
Q4 		$7.09M Buy
136,035
+133,459
+5,181% +$6.6M 1.18% 18
2023
Q3 		$126K Sell
2,576
-80,865
-97% -$4.01M 0.04% 362
2023
Q2 		$4.1M Buy
83,441
+331
+0.4% +$16.3K 0.67% 33
2023
Q1 		$4.08M Buy
+83,110
New +$4.02M 1% 27

Other funds holding EFV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
PAS
Park Avenue Securities New York $12.8B AUM 19.38% 1-Year Est. Return

ORG Partners's EFV Position: Q4 2025 in Review

ORG Partners increased its iShares MSCI EAFE Value ETF (EFV) stake by 11% in Q4 2025, buying an estimated $229K and bringing the position to 33,967 shares worth $2.43M. The position accounts for 0.43% of the portfolio, ranked #47.

ORG Partners first reported a position in EFV in Q1 2023 and has held it in 11 quarters since. The position peaked at $8.71M in Q3 2024. 1,229 funds tracked by Wall St. Rank hold EFV as of Q4 2025.

  • ORG Partners held 33,967 shares of iShares MSCI EAFE Value ETF worth $2.43M as of Q4 2025.
  • ORG Partners bought 3,294 iShares MSCI EAFE Value ETF shares in Q4 2025, an estimated $229K.
  • iShares MSCI EAFE Value ETF made up 0.43% of ORG Partners's portfolio in Q4 2025, its #47 holding.
  • ORG Partners first reported a position in iShares MSCI EAFE Value ETF in Q1 2023 and has held it in 11 quarters since.
  • ORG Partners's iShares MSCI EAFE Value ETF position peaked at $8.71M in Q3 2024.
  • 1,229 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q4 2025.

Based on ORG Partners's 13F filing for Q4 2025, filed 14 Jan 2026.