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1834 Investment Advisors’s iShares MSCI EAFE Value ETF EFV Stock Holding History

1834 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
2024
Q4 		– Sell
-7,664
Closed -$441K – 215
2024
Q3 		$441K Hold
7,664
– – 0.05% 171
2024
Q2 		$406K Sell
7,664
-6,320
-45% -$344K 0.05% 178
2024
Q1 		$761K Hold
13,984
– – 0.09% 136
2023
Q4 		$729K Hold
13,984
– – 0.09% 141
2023
Q3 		$684K Hold
13,984
– – 0.09% 145
2023
Q2 		$684K Hold
13,984
– – 0.08% 148
2023
Q1 		$679K Hold
13,984
– – 0.08% 144
2022
Q4 		$642K Buy
13,984
+997
+8% +$43.3K 0.09% 117
2022
Q3 		$500K Hold
12,987
– – 0.07% 126
2022
Q2 		$564K Hold
12,987
– – 0.08% 121
2022
Q1 		$653K Hold
12,987
– – 0.08% 123
2021
Q4 		$654K Hold
12,987
– – 0.07% 122
2021
Q3 		$660K Hold
12,987
– – 0.08% 121
2021
Q2 		$672K Hold
12,987
– – 0.08% 121
2021
Q1 		$662K Sell
12,987
-11,210
-46% -$557K 0.09% 115
2020
Q4 		$1.14M Sell
24,197
-41
-0.2% -$1.81K 0.15% 88
2020
Q3 		$978K Hold
24,238
– – 0.14% 86
2020
Q2 		$969K Sell
24,238
-56,055
-70% -$2.14M 0.15% 86
2020
Q1 		$2.87M Sell
80,293
-7,732
-9% -$344K 0.54% 54
2019
Q4 		$4.39M Sell
88,025
-41,026
-32% -$2.01M 0.67% 46
2019
Q3 		$6.11M Sell
129,051
-5,279
-4% -$246K 0.89% 39
2019
Q2 		$6.46M Sell
134,330
-9,715
-7% -$474K 0.97% 36
2019
Q1 		$7.04M Sell
144,045
-13,002
-8% -$626K 1.07% 32
2018
Q4 		$7.1M Sell
157,047
-11,580
-7% -$558K 1.19% 27
2018
Q3 		$8.76M Buy
168,627
+20,719
+14% +$1.07M 1.28% 22
2018
Q2 		$7.59M Buy
147,908
+7,199
+5% +$393K 1.19% 28
2018
Q1 		$7.68M Buy
140,709
+13,936
+11% +$782K 1.31% 27
2017
Q4 		$7M Buy
126,773
+11,219
+10% +$616K 1.1% 33
2017
Q3 		$6.31M Buy
115,554
+10,410
+10% +$553K 1.18% 31
2017
Q2 		$5.44M Buy
105,144
+24,679
+31% +$1.28M 1.02% 37
2017
Q1 		$4.05M Buy
80,465
+30,766
+62% +$1.51M 0.78% 51
2016
Q4 		$2.35M Buy
49,699
+4,834
+11% +$225K 0.47% 60
2016
Q3 		$2.07M Buy
44,865
+5,785
+15% +$260K 0.45% 59
2016
Q2 		$1.68M Buy
39,080
+4,213
+12% +$190K 0.36% 69
2016
Q1 		$1.56M Buy
34,867
+13,443
+63% +$581K 0.36% 68
2015
Q4 		$997K Sell
21,424
-4,061
-16% -$196K 0.23% 92
2015
Q3 		$1.18M Buy
25,485
+323
+1% +$16.3K 0.29% 84
2015
Q2 		$1.32M Buy
25,162
+445
+2% +$24.6K 0.36% 70
2015
Q1 		$1.32M Buy
24,717
+670
+3% +$35.2K 0.36% 73
2014
Q4 		$1.23M Buy
24,047
+90
+0.4% +$4.75K 0.34% 73
2014
Q3 		$1.31M Sell
23,957
-1,226
-5% -$69.9K 0.36% 73
2014
Q2 		$1.48M Buy
25,183
+6,778
+37% +$400K 0.4% 69
2014
Q1 		$1.06M Buy
18,405
+2,475
+16% +$140K 0.31% 76
2013
Q4 		$911K Buy
15,930
+4,797
+43% +$269K 0.27% 83
2013
Q3 		$606K Buy
11,133
+3,500
+46% +$182K 0.2% 90
2013
Q2 		$369K Buy
+7,633
New +$392K 0.13% 110

Other funds holding EFV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 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

1834 Investment Advisors's EFV Position: Q4 2024 in Review

1834 Investment Advisors sold out of iShares MSCI EAFE Value ETF (EFV) in Q4 2024, closing a stake of 7,664 shares — an estimated $441K sold.

1834 Investment Advisors first reported a position in EFV in Q2 2013 and held it in 46 quarters. The position peaked at $8.76M in Q3 2018. 1,011 funds tracked by Wall St. Rank hold EFV as of Q4 2024.

  • 1834 Investment Advisors reported no remaining iShares MSCI EAFE Value ETF position as of Q4 2024 after selling out during the quarter.
  • 1834 Investment Advisors sold 7,664 iShares MSCI EAFE Value ETF shares in Q4 2024, an estimated $441K.
  • 1834 Investment Advisors first reported a position in iShares MSCI EAFE Value ETF in Q2 2013 and held it in 46 quarters.
  • 1834 Investment Advisors's iShares MSCI EAFE Value ETF position peaked at $8.76M in Q3 2018.
  • 1,011 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q4 2024.

Based on 1834 Investment Advisors's 13F filing for Q4 2024, filed 21 Jan 2025.