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

Pineridge 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
Q3 		$195K Buy
2,877
+181
+7% +$11.9K 0.06% 51
2025
Q2 		$171K Sell
2,696
-344
-11% -$21K 0.06% 50
2025
Q1 		$179K Buy
3,040
+401
+15% +$22.7K 0.07% 47
2024
Q4 		$138K Sell
2,639
-408
-13% -$22.3K 0.05% 69
2024
Q3 		$175K Buy
3,047
+45
+1% +$2.48K 0.07% 64
2024
Q2 		$159K Buy
3,002
+292
+11% +$15.9K 0.05% 72
2024
Q1 		$147K Sell
2,710
-638
-19% -$33.3K 0.05% 71
2023
Q4 		$174K Buy
+3,348
New +$166K 0.06% 79

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 $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
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Pineridge Advisors's EFV Position: Q3 2025 in Review

Pineridge Advisors increased its iShares MSCI EAFE Value ETF (EFV) stake by 6.7% in Q3 2025, buying an estimated $11.9K and bringing the position to 2,877 shares worth $195K. The position accounts for 0.06% of the portfolio, ranked #51.

Pineridge Advisors first reported a position in EFV in Q4 2023 and has held it in 8 quarters since. 1,111 funds tracked by Wall St. Rank hold EFV as of Q3 2025.

  • Pineridge Advisors held 2,877 shares of iShares MSCI EAFE Value ETF worth $195K as of Q3 2025.
  • Pineridge Advisors bought 181 iShares MSCI EAFE Value ETF shares in Q3 2025, an estimated $11.9K.
  • iShares MSCI EAFE Value ETF made up 0.06% of Pineridge Advisors's portfolio in Q3 2025, its #51 holding.
  • Pineridge Advisors first reported a position in iShares MSCI EAFE Value ETF in Q4 2023 and has held it in 8 quarters since.
  • 1,111 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q3 2025.

Based on Pineridge Advisors's 13F filing for Q3 2025, filed 4 Nov 2025.