Siligmueller & Norvid Wealth Advisors’s iShares MSCI EAFE Value ETF EFV Stock Holding History

Siligmueller & Norvid 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 Q3	$7.23M	Buy	+106,598	New	+$7.02M	3.25%	4

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 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

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Siligmueller & Norvid Wealth Advisors's EFV Position: Q3 2025 in Review

Siligmueller & Norvid Wealth Advisors opened a new position in iShares MSCI EAFE Value ETF (EFV) in Q3 2025: 106,598 shares worth $7.23M. The stake represents 3.25% of the portfolio and ranks #4 among its holdings.

1,111 funds tracked by Wall St. Rank hold EFV as of Q3 2025.

Siligmueller & Norvid Wealth Advisors held 106,598 shares of iShares MSCI EAFE Value ETF worth $7.23M as of Q3 2025.
iShares MSCI EAFE Value ETF was a new Siligmueller & Norvid Wealth Advisors position in Q3 2025.
iShares MSCI EAFE Value ETF made up 3.25% of Siligmueller & Norvid Wealth Advisors's portfolio in Q3 2025, its #4 holding.
1,111 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q3 2025.

Based on Siligmueller & Norvid Wealth Advisors's 13F filing for Q3 2025, filed 10 Nov 2025.