SL
EFV icon

Salomon & Ludwin’s iShares MSCI EAFE Value ETF EFV Stock Holding History

Salomon & Ludwin’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
Q1 		– Sell
-29
Closed -$1.52K – 721
2024
Q4 		$1.52K Buy
+29
New +$1.59K ﹤0.01% 620

Other funds holding EFV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 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
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Salomon & Ludwin's EFV Position: Q1 2025 in Review

Salomon & Ludwin sold out of iShares MSCI EAFE Value ETF (EFV) in Q1 2025, closing a stake of 29 shares — an estimated $1.52K sold.

Salomon & Ludwin first reported a position in EFV in Q4 2024 and held it in 1 quarter. The position peaked at $1.52K in Q4 2024. 1,009 funds tracked by Wall St. Rank hold EFV as of Q1 2025.

  • Salomon & Ludwin reported no remaining iShares MSCI EAFE Value ETF position as of Q1 2025 after selling out during the quarter.
  • Salomon & Ludwin sold 29 iShares MSCI EAFE Value ETF shares in Q1 2025, an estimated $1.52K.
  • Salomon & Ludwin first reported a position in iShares MSCI EAFE Value ETF in Q4 2024 and held it in 1 quarter.
  • Salomon & Ludwin's iShares MSCI EAFE Value ETF position peaked at $1.52K in Q4 2024.
  • 1,009 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q1 2025.

Based on Salomon & Ludwin's 13F filing for Q1 2025, filed 28 Apr 2025.