P
EFV icon

Pitcairn’s iShares MSCI EAFE Value ETF EFV Stock Holding History

Pitcairn’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 		– Sell
-20,756
Closed -$1.41M – 170
2025
Q3 		$1.41M Sell
20,756
-8,537
-29% -$562K 0.11% 167
2025
Q2 		$1.86M Sell
29,293
-36,594
-56% -$2.24M 0.12% 158
2025
Q1 		$3.88M Hold
65,887
– – 0.23% 82
2024
Q4 		$3.46M Hold
65,887
– – 0.2% 86
2024
Q3 		$3.79M Hold
65,887
– – 0.22% 76
2024
Q2 		$3.49M Sell
65,887
-1,782
-3% -$96.9K 0.21% 87
2024
Q1 		$3.68M Sell
67,669
-1,762
-3% -$92K 0.24% 78
2023
Q4 		$3.62M Hold
69,431
– – 0.27% 67
2023
Q3 		$3.4M Hold
69,431
– – 0.28% 60
2023
Q2 		$3.4M Hold
69,431
– – 0.29% 54
2023
Q1 		$3.37M Hold
69,431
– – 0.31% 53
2022
Q4 		$3.19M Sell
69,431
-5,699
-8% -$247K 0.32% 60
2022
Q3 		$2.9M Buy
75,130
+42,669
+131% +$1.82M 0.31% 60
2022
Q2 		$1.41M Hold
32,461
– – 0.15% 125
2022
Q1 		$1.63M Sell
32,461
-3,354
-9% -$171K 0.14% 133
2021
Q4 		$1.8M Hold
35,815
– – 0.12% 124
2021
Q3 		$1.82M Buy
35,815
+1,001
+3% +$51.9K 0.13% 114
2021
Q2 		$1.8M Sell
34,814
-4,947
-12% -$262K 0.12% 119
2021
Q1 		$2.03M Hold
39,761
– – 0.14% 102
2020
Q4 		$1.88M Buy
39,761
+18,615
+88% +$821K 0.14% 98
2020
Q3 		$853K Buy
21,146
+6,850
+48% +$283K 0.07% 174
2020
Q2 		$571K Buy
+14,296
New +$545K 0.05% 207
2019
Q1 		– Sell
-894,574
Closed -$40.5M – 510
2018
Q4 		$40.5M Buy
+894,574
New +$43.1M 4.48% 4

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 $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

Pitcairn's EFV Position: Q4 2025 in Review

Pitcairn sold out of iShares MSCI EAFE Value ETF (EFV) in Q4 2025, closing a stake of 20,756 shares — an estimated $1.41M sold.

Pitcairn first reported a position in EFV in Q4 2018 and held it in 23 quarters. The position peaked at $40.5M in Q4 2018. 1,229 funds tracked by Wall St. Rank hold EFV as of Q4 2025.

  • Pitcairn reported no remaining iShares MSCI EAFE Value ETF position as of Q4 2025 after selling out during the quarter.
  • Pitcairn sold 20,756 iShares MSCI EAFE Value ETF shares in Q4 2025, an estimated $1.41M.
  • Pitcairn first reported a position in iShares MSCI EAFE Value ETF in Q4 2018 and held it in 23 quarters.
  • Pitcairn's iShares MSCI EAFE Value ETF position peaked at $40.5M in Q4 2018.
  • 1,229 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q4 2025.

Based on Pitcairn's 13F filing for Q4 2025.