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Parkworth Wealth Management’s iShares MSCI EAFE Value ETF EFV Stock Holding History

Parkworth Wealth Management’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
Q2 		$424K Buy
6,686
+141
+2% +$8.63K 0.31% 43
2025
Q1 		$386K Hold
6,545
– – 0.31% 44
2024
Q4 		$343K Buy
+6,545
New +$358K 0.29% 42

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 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 $20.9B AUM 19.34% 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 $16B AUM 26.77% 1-Year Est. Return

Parkworth Wealth Management's EFV Position: Q2 2025 in Review

Parkworth Wealth Management increased its iShares MSCI EAFE Value ETF (EFV) stake by 2.2% in Q2 2025, buying an estimated $8.63K and bringing the position to 6,686 shares worth $424K. The position accounts for 0.31% of the portfolio, ranked #43.

Parkworth Wealth Management first reported a position in EFV in Q4 2024 and has held it in 3 quarters since. 1,065 funds tracked by Wall St. Rank hold EFV as of Q2 2025.

  • Parkworth Wealth Management held 6,686 shares of iShares MSCI EAFE Value ETF worth $424K as of Q2 2025.
  • Parkworth Wealth Management bought 141 iShares MSCI EAFE Value ETF shares in Q2 2025, an estimated $8.63K.
  • iShares MSCI EAFE Value ETF made up 0.31% of Parkworth Wealth Management's portfolio in Q2 2025, its #43 holding.
  • Parkworth Wealth Management first reported a position in iShares MSCI EAFE Value ETF in Q4 2024 and has held it in 3 quarters since.
  • 1,065 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q2 2025.

Based on Parkworth Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.