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

TritonPoint Wealth’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 		– Sell
-5,965
Closed -$405K – 297
2025
Q3 		$405K Hold
5,965
– – 0.03% 249
2025
Q2 		$379K Buy
5,965
+162
+3% +$9.91K 0.04% 249
2025
Q1 		$342K Sell
5,803
-975
-14% -$55.2K 0.03% 255
2024
Q4 		$356K Sell
6,778
-128
-2% -$7.01K 0.03% 248
2024
Q3 		$399K Buy
6,906
+588
+9% +$32.5K 0.04% 239
2024
Q2 		$335K Sell
6,318
-1,602
-20% -$87.1K 0.03% 247
2024
Q1 		$642K Sell
7,920
-4,405
-36% -$230K 0.07% 178
2023
Q4 		$642K Buy
+12,325
New +$610K 0.06% 187

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
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
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
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

TritonPoint Wealth's EFV Position: Q4 2025 in Review

TritonPoint Wealth sold out of iShares MSCI EAFE Value ETF (EFV) in Q4 2025, closing a stake of 5,965 shares — an estimated $405K sold.

TritonPoint Wealth first reported a position in EFV in Q4 2023 and held it in 8 quarters. The position peaked at $642K in Q1 2024. 1,230 funds tracked by Wall St. Rank hold EFV as of Q4 2025.

  • TritonPoint Wealth reported no remaining iShares MSCI EAFE Value ETF position as of Q4 2025 after selling out during the quarter.
  • TritonPoint Wealth sold 5,965 iShares MSCI EAFE Value ETF shares in Q4 2025, an estimated $405K.
  • TritonPoint Wealth first reported a position in iShares MSCI EAFE Value ETF in Q4 2023 and held it in 8 quarters.
  • TritonPoint Wealth's iShares MSCI EAFE Value ETF position peaked at $642K in Q1 2024.
  • 1,230 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q4 2025.

Based on TritonPoint Wealth's 13F filing for Q4 2025, filed 20 Jan 2026.