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

PSI 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 Q2	–	Sell	-746	Closed	-$44K	–	258
2025 Q1	$44K	Sell	746 -188	-20%	-$10.6K	0.01%	253
2024 Q4	$49K	Buy	934 +851	+1,025%	+$46.6K	0.01%	278
2024 Q3	$4.78K	Hold	83	–	–	﹤0.01%	665
2024 Q2	$4.4K	Hold	83	–	–	﹤0.01%	653
2024 Q1	$4.51K	Hold	83	–	–	﹤0.01%	603
2023 Q4	$4.32K	Hold	83	–	–	﹤0.01%	650
2023 Q3	$4.06K	Hold	83	–	–	﹤0.01%	618
2023 Q2	$4.06K	Hold	83	–	–	﹤0.01%	608
2023 Q1	$4.03K	Hold	83	–	–	﹤0.01%	557
2022 Q4	$3.81K	Hold	83	–	–	﹤0.01%	552
2022 Q3	$3K	Hold	83	–	–	﹤0.01%	585
2022 Q2	$4K	Buy	+83	New	+$3.95K	﹤0.01%	597

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

PSI Advisors's EFV Position: Q2 2025 in Review

PSI Advisors sold out of iShares MSCI EAFE Value ETF (EFV) in Q2 2025, closing a stake of 746 shares — an estimated $44K sold.

PSI Advisors first reported a position in EFV in Q2 2022 and held it in 12 quarters. The position peaked at $49K in Q4 2024. 1,065 funds tracked by Wall St. Rank hold EFV as of Q2 2025.

PSI Advisors reported no remaining iShares MSCI EAFE Value ETF position as of Q2 2025 after selling out during the quarter.
PSI Advisors sold 746 iShares MSCI EAFE Value ETF shares in Q2 2025, an estimated $44K.
PSI Advisors first reported a position in iShares MSCI EAFE Value ETF in Q2 2022 and held it in 12 quarters.
PSI Advisors's iShares MSCI EAFE Value ETF position peaked at $49K in Q4 2024.
1,065 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q2 2025.

Based on PSI Advisors's 13F filing for Q2 2025, filed 12 Aug 2025.