Park Square Financial Group’s iShares MSCI EAFE Value ETF EFV Stock Holding History

Park Square 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 Q3	–	Sell	-94	Closed	-$5.97K	–	453
2025 Q2	$5.97K	Hold	94	–	–	﹤0.01%	709
2025 Q1	$5.54K	Sell	94 -52	-36%	-$2.94K	﹤0.01%	726
2024 Q4	$7.66K	Buy	+146	New	+$8K	0.01%	640

Other funds holding EFV

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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 19.28% 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

Park Square Financial Group's EFV Position: Q3 2025 in Review

Park Square Financial Group sold out of iShares MSCI EAFE Value ETF (EFV) in Q3 2025, closing a stake of 94 shares — an estimated $5.97K sold.

Park Square Financial Group first reported a position in EFV in Q4 2024 and held it in 3 quarters. The position peaked at $7.66K in Q4 2024. 1,116 funds tracked by Wall St. Rank hold EFV as of Q3 2025.

Park Square Financial Group reported no remaining iShares MSCI EAFE Value ETF position as of Q3 2025 after selling out during the quarter.
Park Square Financial Group sold 94 iShares MSCI EAFE Value ETF shares in Q3 2025, an estimated $5.97K.
Park Square Financial Group first reported a position in iShares MSCI EAFE Value ETF in Q4 2024 and held it in 3 quarters.
Park Square Financial Group's iShares MSCI EAFE Value ETF position peaked at $7.66K in Q4 2024.
1,116 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q3 2025.

Based on Park Square Financial Group's 13F filing for Q3 2025, filed 12 Nov 2025.