Vantage Financial Partners (Wisconsin)’s iShares MSCI EAFE Value ETF EFV Stock Holding History

Vantage Financial Partners (Wisconsin)’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	$209K	Buy	+2,924	New	+$203K	0.04%	201
2024 Q4	–	Sell	-4,582	Closed	-$264K	–	189
2024 Q3	$264K	Buy	+4,582	New	+$253K	0.07%	151

Other funds holding EFV

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

PAS

Park Avenue Securities New York $12.8B AUM 19.38% 1-Year Est. Return

Vantage Financial Partners (Wisconsin)'s EFV Position: Q4 2025 in Review

Vantage Financial Partners (Wisconsin) opened a new position in iShares MSCI EAFE Value ETF (EFV) in Q4 2025: 2,924 shares worth $209K. The stake represents 0.04% of the portfolio and ranks #201 among its holdings. This is a return to the name: Vantage Financial Partners (Wisconsin) previously reported a position in EFV as recently as Q3 2024.

Vantage Financial Partners (Wisconsin) first reported a position in EFV in Q3 2024 and has held it in 2 quarters since. The position peaked at $264K in Q3 2024. 1,229 funds tracked by Wall St. Rank hold EFV as of Q4 2025.

Vantage Financial Partners (Wisconsin) held 2,924 shares of iShares MSCI EAFE Value ETF worth $209K as of Q4 2025.
iShares MSCI EAFE Value ETF was a new Vantage Financial Partners (Wisconsin) position in Q4 2025.
iShares MSCI EAFE Value ETF made up 0.04% of Vantage Financial Partners (Wisconsin)'s portfolio in Q4 2025, its #201 holding.
Vantage Financial Partners (Wisconsin) first reported a position in iShares MSCI EAFE Value ETF in Q3 2024 and has held it in 2 quarters since.
Vantage Financial Partners (Wisconsin)'s iShares MSCI EAFE Value ETF position peaked at $264K in Q3 2024.
1,229 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q4 2025.

Based on Vantage Financial Partners (Wisconsin)'s 13F filing for Q4 2025, filed 3 Feb 2026.