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Tucker Asset Management’s iShares MSCI EAFE Value ETF EFV Stock Holding History

Tucker Asset 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
Q4 		$63.7K Buy
892
+178
+25% +$12.4K 0.02% 259
2025
Q3 		$48.4K Hold
714
– – 0.01% 183
2025
Q2 		$45.3K Sell
714
-511
-42% -$31.3K 0.01% 168
2025
Q1 		$72.2K Sell
1,225
-80
-6% -$4.53K 0.02% 154
2024
Q4 		$68.5K Buy
1,305
+246
+23% +$13.5K 0.01% 306
2024
Q3 		$60.9K Sell
1,059
-444
-30% -$24.5K 0.01% 306
2024
Q2 		$79.7K Sell
1,503
-22
-1% -$1.2K 0.02% 307
2024
Q1 		$83K Buy
1,525
+877
+135% +$45.8K 0.02% 323
2023
Q4 		$33.8K Buy
648
+153
+31% +$7.57K 0.01% 414
2023
Q3 		$24.2K Sell
495
-606
-55% -$30K 0.01% 456
2023
Q2 		$53.9K Buy
1,101
+515
+88% +$25.4K 0.02% 251
2023
Q1 		$28.4K Buy
586
+220
+60% +$10.6K 0.01% 341
2022
Q4 		$16.9K Sell
366
-62
-14% -$2.69K 0.01% 273
2022
Q3 		$17.7K Sell
428
-389
-48% -$16.6K 0.01% 262
2022
Q2 		$35.5K Sell
817
-481
-37% -$22.9K 0.01% 118
2022
Q1 		$65.2K Buy
1,298
+1,182
+1,019% +$60.1K 0.02% 80
2021
Q4 		$5.84K Hold
116
– – ﹤0.01% 292
2021
Q3 		$6.03K Buy
116
+53
+84% +$2.75K ﹤0.01% 228
2021
Q2 		$3.26K Hold
63
– – ﹤0.01% 256
2021
Q1 		$3.21K Buy
+63
New +$3.13K ﹤0.01% 245

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

Tucker Asset Management's EFV Position: Q4 2025 in Review

Tucker Asset Management increased its iShares MSCI EAFE Value ETF (EFV) stake by 25% in Q4 2025, buying an estimated $12.4K and bringing the position to 892 shares worth $63.7K. The position accounts for 0.02% of the portfolio, ranked #259.

Tucker Asset Management first reported a position in EFV in Q1 2021 and has held it in 20 quarters since. The position peaked at $83K in Q1 2024. 1,229 funds tracked by Wall St. Rank hold EFV as of Q4 2025.

  • Tucker Asset Management held 892 shares of iShares MSCI EAFE Value ETF worth $63.7K as of Q4 2025.
  • Tucker Asset Management bought 178 iShares MSCI EAFE Value ETF shares in Q4 2025, an estimated $12.4K.
  • iShares MSCI EAFE Value ETF made up 0.02% of Tucker Asset Management's portfolio in Q4 2025, its #259 holding.
  • Tucker Asset Management first reported a position in iShares MSCI EAFE Value ETF in Q1 2021 and has held it in 20 quarters since.
  • Tucker Asset Management's iShares MSCI EAFE Value ETF position peaked at $83K in Q1 2024.
  • 1,229 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q4 2025.

Based on Tucker Asset Management's 13F filing for Q4 2025, filed 5 Feb 2026.