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

Yeomans Consulting Group’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 		$15.7M Buy
+220,550
New +$15.3M 4.61% 7
2025
Q3 		– Sell
-151,704
Closed -$9.65M – 106
2025
Q2 		$9.65M Buy
+151,704
New +$9.28M 3.99% 9
2024
Q2 		– Sell
-4,430
Closed -$241K – 96
2024
Q1 		$241K Sell
4,430
-173,715
-98% -$9.07M 0.11% 69
2023
Q4 		$9.28M Buy
+178,145
New +$8.82M 4.62% 6

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 $18.1B AUM 15% 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 $12.8B AUM 19.38% 1-Year Est. Return

Yeomans Consulting Group's EFV Position: Q4 2025 in Review

Yeomans Consulting Group opened a new position in iShares MSCI EAFE Value ETF (EFV) in Q4 2025: 220,550 shares worth $15.7M. The stake represents 4.61% of the portfolio and ranks #7 among its holdings. This is a return to the name: Yeomans Consulting Group previously reported a position in EFV as recently as Q2 2025.

Yeomans Consulting Group first reported a position in EFV in Q4 2023 and has held it in 4 quarters since. 1,229 funds tracked by Wall St. Rank hold EFV as of Q4 2025.

  • Yeomans Consulting Group held 220,550 shares of iShares MSCI EAFE Value ETF worth $15.7M as of Q4 2025.
  • iShares MSCI EAFE Value ETF was a new Yeomans Consulting Group position in Q4 2025.
  • iShares MSCI EAFE Value ETF made up 4.61% of Yeomans Consulting Group's portfolio in Q4 2025, its #7 holding.
  • Yeomans Consulting Group first reported a position in iShares MSCI EAFE Value ETF in Q4 2023 and has held it in 4 quarters since.
  • 1,229 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q4 2025.

Based on Yeomans Consulting Group's 13F filing for Q4 2025, filed 7 Jan 2026.