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Redwood Investment Management’s iShares MSCI EAFE Value ETF EFV Stock Holding History

Redwood Investment Management’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
2026
Q1 		$2.5M Sell
33,560
-23,936
-42% -$1.8M 0.31% 40
2025
Q4 		$4.11M Sell
57,496
-9,039
-14% -$628K 0.46% 29
2025
Q3 		$4.51M Buy
66,535
+7,893
+13% +$520K 0.49% 27
2025
Q2 		$3.72M Buy
58,642
+10,898
+23% +$667K 0.39% 47
2025
Q1 		$2.81M Buy
47,744
+2,660
+6% +$150K 0.31% 64
2024
Q4 		$2.37M Buy
45,084
+3,567
+9% +$195K 0.23% 82
2024
Q3 		$2.39M Buy
41,517
+22,246
+115% +$1.23M 0.21% 90
2024
Q2 		$1.02M Sell
19,271
-19,215
-50% -$1.04M 0.09% 247
2024
Q1 		$2.09M Buy
38,486
+1,765
+5% +$92.1K 0.2% 132
2023
Q4 		$1.91M Buy
36,721
+6,498
+22% +$322K 0.17% 139
2023
Q3 		$1.48M Buy
+30,223
New +$1.5M 0.13% 221

Other funds holding EFV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Redwood Investment Management's EFV Position: Q1 2026 in Review

Redwood Investment Management reduced its iShares MSCI EAFE Value ETF (EFV) stake by 42% in Q1 2026, selling an estimated $1.8M and leaving 33,560 shares worth $2.5M. The position accounts for 0.31% of the portfolio, ranked #40.

Redwood Investment Management first reported a position in EFV in Q3 2023 and has held it in 11 quarters since. The position peaked at $4.51M in Q3 2025. 1,255 funds tracked by Wall St. Rank hold EFV as of Q1 2026.

  • Redwood Investment Management held 33,560 shares of iShares MSCI EAFE Value ETF worth $2.5M as of Q1 2026.
  • Redwood Investment Management sold 23,936 iShares MSCI EAFE Value ETF shares in Q1 2026, an estimated $1.8M.
  • iShares MSCI EAFE Value ETF made up 0.31% of Redwood Investment Management's portfolio in Q1 2026, its #40 holding.
  • Redwood Investment Management first reported a position in iShares MSCI EAFE Value ETF in Q3 2023 and has held it in 11 quarters since.
  • Redwood Investment Management's iShares MSCI EAFE Value ETF position peaked at $4.51M in Q3 2025.
  • 1,255 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q1 2026.

Based on Redwood Investment Management's 13F filing for Q1 2026, filed 14 May 2026.