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

Rise 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
Q3 		– Sell
-44
Closed -$2.79K – 1550
2025
Q2 		$2.79K Buy
+44
New +$2.69K ﹤0.01% 1174
2023
Q4 		– Sell
-39
Closed -$1.93K – 633
2023
Q3 		$1.93K Sell
39
-288
-88% -$14.3K ﹤0.01% 471
2023
Q2 		$16K Buy
327
+8
+3% +$394 0.01% 269
2023
Q1 		$15.5K Hold
319
– – 0.01% 291
2022
Q4 		$14.6K Buy
+319
New +$13.8K 0.01% 289

Other funds holding EFV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 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 19.28% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Rise Advisors's EFV Position: Q3 2025 in Review

Rise Advisors sold out of iShares MSCI EAFE Value ETF (EFV) in Q3 2025, closing a stake of 44 shares — an estimated $2.79K sold.

Rise Advisors first reported a position in EFV in Q4 2022 and held it in 5 quarters. The position peaked at $16K in Q2 2023. 1,116 funds tracked by Wall St. Rank hold EFV as of Q3 2025.

  • Rise Advisors reported no remaining iShares MSCI EAFE Value ETF position as of Q3 2025 after selling out during the quarter.
  • Rise Advisors sold 44 iShares MSCI EAFE Value ETF shares in Q3 2025, an estimated $2.79K.
  • Rise Advisors first reported a position in iShares MSCI EAFE Value ETF in Q4 2022 and held it in 5 quarters.
  • Rise Advisors's iShares MSCI EAFE Value ETF position peaked at $16K in Q2 2023.
  • 1,116 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q3 2025.

Based on Rise Advisors's 13F filing for Q3 2025, filed 8 Oct 2025.