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Trail Ridge Investment Advisors’s iShares MSCI EAFE Value ETF EFV Stock Holding History

Trail Ridge Investment 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
-3,597
Closed -$228K – 109
2025
Q2 		$228K Buy
+3,597
New +$220K 0.11% 99

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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 19.34% 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

Trail Ridge Investment Advisors's EFV Position: Q3 2025 in Review

Trail Ridge Investment Advisors sold out of iShares MSCI EAFE Value ETF (EFV) in Q3 2025, closing a stake of 3,597 shares — an estimated $228K sold.

Trail Ridge Investment Advisors first reported a position in EFV in Q2 2025 and held it in 1 quarter. The position peaked at $228K in Q2 2025. 1,116 funds tracked by Wall St. Rank hold EFV as of Q3 2025.

  • Trail Ridge Investment Advisors reported no remaining iShares MSCI EAFE Value ETF position as of Q3 2025 after selling out during the quarter.
  • Trail Ridge Investment Advisors sold 3,597 iShares MSCI EAFE Value ETF shares in Q3 2025, an estimated $228K.
  • Trail Ridge Investment Advisors first reported a position in iShares MSCI EAFE Value ETF in Q2 2025 and held it in 1 quarter.
  • Trail Ridge Investment Advisors's iShares MSCI EAFE Value ETF position peaked at $228K in Q2 2025.
  • 1,116 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q3 2025.

Based on Trail Ridge Investment Advisors's 13F filing for Q3 2025, filed 20 Oct 2025.