Ransom Advisory’s iShares MSCI EAFE Value ETF EFV Stock Holding History

Ransom Advisory’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	$40.1K	Buy	+561	New	+$39K	0.02%	236

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

Ransom Advisory's EFV Position: Q4 2025 in Review

Ransom Advisory opened a new position in iShares MSCI EAFE Value ETF (EFV) in Q4 2025: 561 shares worth $40.1K. The stake represents 0.02% of the portfolio and ranks #236 among its holdings.

1,230 funds tracked by Wall St. Rank hold EFV as of Q4 2025.

Ransom Advisory held 561 shares of iShares MSCI EAFE Value ETF worth $40.1K as of Q4 2025.
iShares MSCI EAFE Value ETF was a new Ransom Advisory position in Q4 2025.
iShares MSCI EAFE Value ETF made up 0.02% of Ransom Advisory's portfolio in Q4 2025, its #236 holding.
1,230 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q4 2025.

Based on Ransom Advisory's 13F filing for Q4 2025, filed 6 Jan 2026.