PP
EFV icon

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

PrairieView 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
Q2 		$6.53M Sell
102,940
-2,366
-2% -$145K 0.63% 22
2025
Q1 		$6.21M Sell
105,306
-390
-0.4% -$22.1K 0.65% 21
2024
Q4 		$5.54M Sell
105,696
-6,043
-5% -$331K 0.58% 25
2024
Q3 		$6.43M Sell
111,739
-6,181
-5% -$341K 0.67% 24
2024
Q2 		$6.25M Sell
117,920
-660
-0.6% -$35.9K 0.7% 21
2024
Q1 		$6.45M Sell
118,580
-346
-0.3% -$18.1K 0.74% 20
2023
Q4 		$6.2M Sell
118,926
-751
-0.6% -$37.2K 0.76% 20
2023
Q3 		$5.86M Sell
119,677
-4,146
-3% -$205K 0.79% 20
2023
Q2 		$6.06M Sell
123,823
-2,056
-2% -$101K 0.79% 23
2023
Q1 		$6.11M Sell
125,879
-2,530
-2% -$122K 0.84% 21
2022
Q4 		$5.89M Sell
128,409
-29,113
-18% -$1.26M 0.87% 21
2022
Q3 		$6.07M Sell
157,522
-10,953
-7% -$467K 0.99% 20
2022
Q2 		$7.31M Sell
168,475
-1,844
-1% -$87.8K 1.14% 19
2022
Q1 		$8.56M Sell
170,319
-9,613
-5% -$489K 1.22% 19
2021
Q4 		$9.07M Buy
179,932
+5,245
+3% +$268K 1.26% 18
2021
Q3 		$8.88M Sell
174,687
-1,508
-0.9% -$78.1K 1.33% 18
2021
Q2 		$9.12M Sell
176,195
-2,846
-2% -$151K 1.36% 18
2021
Q1 		$9.13M Sell
179,041
-1,919
-1% -$95.4K 1.46% 18
2020
Q4 		$8.54M Sell
180,960
-369,403
-67% -$16.3M 1.5% 17
2020
Q3 		$22.2M Buy
550,363
+32,659
+6% +$1.35M 4.66% 7
2020
Q2 		$20.7M Buy
517,704
+75,862
+17% +$2.89M 4.57% 7
2020
Q1 		$15.8M Buy
441,842
+26,937
+6% +$1.2M 3.97% 7
2019
Q4 		$20.7M Buy
414,905
+45,428
+12% +$2.23M 4.45% 7
2019
Q3 		$17.5M Sell
369,477
-2,235
-0.6% -$104K 4.05% 8
2019
Q2 		$17.9M Buy
371,712
+31,124
+9% +$1.52M 4.45% 7
2019
Q1 		$16.6M Buy
340,588
+20,548
+6% +$989K 4.28% 8
2018
Q4 		$14.5M Buy
320,040
+9,363
+3% +$451K 4.07% 8
2018
Q3 		$16.1M Buy
310,677
+9,416
+3% +$485K 4.22% 9
2018
Q2 		$15.5M Buy
301,261
+20,871
+7% +$1.14M 3.97% 9
2018
Q1 		$15.3M Buy
280,390
+14,230
+5% +$799K 3.65% 8
2017
Q4 		$14.7M Buy
+266,160
New +$14.6M 4.13% 8

Other funds holding EFV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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

PrairieView Partners's EFV Position: Q2 2025 in Review

PrairieView Partners reduced its iShares MSCI EAFE Value ETF (EFV) stake by 2.2% in Q2 2025, selling an estimated $145K and leaving 102,940 shares worth $6.53M. The position accounts for 0.63% of the portfolio, ranked #22.

PrairieView Partners first reported a position in EFV in Q4 2017 and has held it in 31 quarters since. The position peaked at $22.2M in Q3 2020. 1,067 funds tracked by Wall St. Rank hold EFV as of Q2 2025.

  • PrairieView Partners held 102,940 shares of iShares MSCI EAFE Value ETF worth $6.53M as of Q2 2025.
  • PrairieView Partners sold 2,366 iShares MSCI EAFE Value ETF shares in Q2 2025, an estimated $145K.
  • iShares MSCI EAFE Value ETF made up 0.63% of PrairieView Partners's portfolio in Q2 2025, its #22 holding.
  • PrairieView Partners first reported a position in iShares MSCI EAFE Value ETF in Q4 2017 and has held it in 31 quarters since.
  • PrairieView Partners's iShares MSCI EAFE Value ETF position peaked at $22.2M in Q3 2020.
  • 1,067 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q2 2025.

Based on PrairieView Partners's 13F filing for Q2 2025, filed 25 Jul 2025.