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Stephens Consulting’s iShares MSCI EAFE Value ETF EFV Stock Holding History

Stephens Consulting’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
Q4 		$1.36K Buy
+19
New +$1.32K ﹤0.01% 374
2025
Q1 		– Sell
-233
Closed -$12.2K – 1524
2024
Q4 		$12.2K Buy
+233
New +$12.8K ﹤0.01% 329

Other funds holding EFV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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 19.34% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Stephens Consulting's EFV Position: Q4 2025 in Review

Stephens Consulting opened a new position in iShares MSCI EAFE Value ETF (EFV) in Q4 2025: 19 shares worth $1.36K. The stake represents ﹤0.01% of the portfolio and ranks #374 among its holdings. This is a return to the name: Stephens Consulting previously reported a position in EFV as recently as Q4 2024.

Stephens Consulting first reported a position in EFV in Q4 2024 and has held it in 2 quarters since. The position peaked at $12.2K in Q4 2024. 1,234 funds tracked by Wall St. Rank hold EFV as of Q4 2025.

  • Stephens Consulting held 19 shares of iShares MSCI EAFE Value ETF worth $1.36K as of Q4 2025.
  • iShares MSCI EAFE Value ETF was a new Stephens Consulting position in Q4 2025.
  • iShares MSCI EAFE Value ETF made up ﹤0.01% of Stephens Consulting's portfolio in Q4 2025, its #374 holding.
  • Stephens Consulting first reported a position in iShares MSCI EAFE Value ETF in Q4 2024 and has held it in 2 quarters since.
  • Stephens Consulting's iShares MSCI EAFE Value ETF position peaked at $12.2K in Q4 2024.
  • 1,234 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q4 2025.

Based on Stephens Consulting's 13F filing for Q4 2025, filed 13 Jan 2026.