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Stark Wealth Management’s iShares MSCI EAFE Value ETF EFV Stock Holding History

Stark Wealth 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
2025
Q3 		– Sell
-39,600
Closed -$2.49M – 43
2025
Q2 		$2.49M Buy
+39,600
New +$2.42M 3.56% 6

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 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
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Stark Wealth Management's EFV Position: Q3 2025 in Review

Stark Wealth Management sold out of iShares MSCI EAFE Value ETF (EFV) in Q3 2025, closing a stake of 39,600 shares — an estimated $2.49M sold.

Stark Wealth Management first reported a position in EFV in Q2 2025 and held it in 1 quarter. The position peaked at $2.49M in Q2 2025. 1,111 funds tracked by Wall St. Rank hold EFV as of Q3 2025.

  • Stark Wealth Management reported no remaining iShares MSCI EAFE Value ETF position as of Q3 2025 after selling out during the quarter.
  • Stark Wealth Management sold 39,600 iShares MSCI EAFE Value ETF shares in Q3 2025, an estimated $2.49M.
  • Stark Wealth Management first reported a position in iShares MSCI EAFE Value ETF in Q2 2025 and held it in 1 quarter.
  • Stark Wealth Management's iShares MSCI EAFE Value ETF position peaked at $2.49M in Q2 2025.
  • 1,111 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q3 2025.

Based on Stark Wealth Management's 13F filing for Q3 2025, filed 17 Feb 2026.