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

Redmont Wealth 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
Q4 		$3.93K Hold
55
– – 0.01% 259
2025
Q3 		$3.73K Hold
55
– – 0.01% 273
2025
Q2 		$3.49K Hold
55
– – 0.01% 272
2025
Q1 		$3.24K Buy
+55
New +$3.11K 0.01% 148
2024
Q4 		– Sell
-55
Closed -$3.16K – 141
2024
Q3 		$3.16K Hold
55
– – ﹤0.01% 292
2024
Q2 		$2.92K Buy
+55
New +$2.99K ﹤0.01% 302

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 $2.3T AUM 54.33% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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 $250B AUM 21.32% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Redmont Wealth Advisors's EFV Position: Q4 2025 in Review

Redmont Wealth Advisors held its iShares MSCI EAFE Value ETF (EFV) position steady in Q4 2025 at 55 shares worth $3.93K. The position accounts for 0.01% of the portfolio, ranked #259.

Redmont Wealth Advisors first reported a position in EFV in Q2 2024 and has held it in 6 quarters since. 1,234 funds tracked by Wall St. Rank hold EFV as of Q4 2025.

  • Redmont Wealth Advisors held 55 shares of iShares MSCI EAFE Value ETF worth $3.93K as of Q4 2025.
  • Redmont Wealth Advisors left its iShares MSCI EAFE Value ETF share count unchanged in Q4 2025.
  • iShares MSCI EAFE Value ETF made up 0.01% of Redmont Wealth Advisors's portfolio in Q4 2025, its #259 holding.
  • Redmont Wealth Advisors first reported a position in iShares MSCI EAFE Value ETF in Q2 2024 and has held it in 6 quarters since.
  • 1,234 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q4 2025.

Based on Redmont Wealth Advisors's 13F filing for Q4 2025, filed 6 Feb 2026.