Proffitt & Goodson’s iShares MSCI EAFE Value ETF EFV Stock Holding History

Proffitt & Goodson’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	–	Sell	-200	Closed	-$11.8K	–	268
2025 Q1	$11.8K	Buy	+200	New	+$11.3K	﹤0.01%	202
2022 Q1	–	Sell	-21	Closed	-$1K	–	277
2021 Q4	$1K	Buy	+21	New	+$1.07K	﹤0.01%	243

Other funds holding EFV

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

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

Proffitt & Goodson's EFV Position: Q2 2025 in Review

Proffitt & Goodson sold out of iShares MSCI EAFE Value ETF (EFV) in Q2 2025, closing a stake of 200 shares — an estimated $11.8K sold.

Proffitt & Goodson first reported a position in EFV in Q4 2021 and held it in 2 quarters. The position peaked at $11.8K in Q1 2025. 1,065 funds tracked by Wall St. Rank hold EFV as of Q2 2025.

Proffitt & Goodson reported no remaining iShares MSCI EAFE Value ETF position as of Q2 2025 after selling out during the quarter.
Proffitt & Goodson sold 200 iShares MSCI EAFE Value ETF shares in Q2 2025, an estimated $11.8K.
Proffitt & Goodson first reported a position in iShares MSCI EAFE Value ETF in Q4 2021 and held it in 2 quarters.
Proffitt & Goodson's iShares MSCI EAFE Value ETF position peaked at $11.8K in Q1 2025.
1,065 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q2 2025.

Based on Proffitt & Goodson's 13F filing for Q2 2025, filed 23 Jul 2025.