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3Chopt Investment Partners’s iShares MSCI EAFE Value ETF EFV Stock Holding History

3Chopt Investment Partners’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
Q1 		– Sell
-6,010
Closed -$313K – 98
2023
Q4 		$313K Buy
+6,010
New +$297K 0.12% 139

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Ameriprise
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3Chopt Investment Partners's EFV Position: Q1 2024 in Review

3Chopt Investment Partners sold out of iShares MSCI EAFE Value ETF (EFV) in Q1 2024, closing a stake of 6,010 shares — an estimated $313K sold.

3Chopt Investment Partners first reported a position in EFV in Q4 2023 and held it in 1 quarter. The position peaked at $313K in Q4 2023. 890 funds tracked by Wall St. Rank hold EFV as of Q1 2024.

  • 3Chopt Investment Partners reported no remaining iShares MSCI EAFE Value ETF position as of Q1 2024 after selling out during the quarter.
  • 3Chopt Investment Partners sold 6,010 iShares MSCI EAFE Value ETF shares in Q1 2024, an estimated $313K.
  • 3Chopt Investment Partners first reported a position in iShares MSCI EAFE Value ETF in Q4 2023 and held it in 1 quarter.
  • 3Chopt Investment Partners's iShares MSCI EAFE Value ETF position peaked at $313K in Q4 2023.
  • 890 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q1 2024.

Based on 3Chopt Investment Partners's 13F filing for Q1 2024, filed 15 May 2024.