6M
EFV icon

6 Meridian’s iShares MSCI EAFE Value ETF EFV Stock Holding History

6 Meridian’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
2021
Q1 		– Sell
-117,103
Closed -$5.53M – 414
2020
Q4 		$5.53M Buy
117,103
+912
+0.8% +$40.2K 0.53% 30
2020
Q3 		$4.69M Sell
116,191
-3,480
-3% -$144K 0.49% 33
2020
Q2 		$4.78M Sell
119,671
-5,115
-4% -$195K 0.51% 32
2020
Q1 		$4.45M Buy
124,786
+16,022
+15% +$713K 0.47% 68
2019
Q4 		$5.43M Buy
108,764
+4,576
+4% +$224K 0.48% 69
2019
Q3 		$4.93M Buy
104,188
+3,883
+4% +$181K 0.48% 69
2019
Q2 		$4.82M Buy
100,305
+1,949
+2% +$95.2K 0.49% 66
2019
Q1 		$4.81M Buy
98,356
+21,522
+28% +$1.04M 0.48% 65
2018
Q4 		$3.47M Sell
76,834
-24,956
-25% -$1.2M 0.4% 67
2018
Q3 		$5.29M Sell
101,790
-1,947
-2% -$100K 0.54% 63
2018
Q2 		$5.33M Buy
103,737
+1,024
+1% +$55.9K 0.56% 61
2018
Q1 		$5.6M Buy
102,713
+24,987
+32% +$1.4M 0.63% 56
2017
Q4 		$4.29M Buy
+77,726
New +$4.27M 0.5% 64

Other funds holding EFV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

6 Meridian's EFV Position: Q1 2021 in Review

6 Meridian sold out of iShares MSCI EAFE Value ETF (EFV) in Q1 2021, closing a stake of 117,103 shares — an estimated $5.53M sold.

6 Meridian first reported a position in EFV in Q4 2017 and held it in 13 quarters. The position peaked at $5.6M in Q1 2018. 563 funds tracked by Wall St. Rank hold EFV as of Q1 2021.

  • 6 Meridian reported no remaining iShares MSCI EAFE Value ETF position as of Q1 2021 after selling out during the quarter.
  • 6 Meridian sold 117,103 iShares MSCI EAFE Value ETF shares in Q1 2021, an estimated $5.53M.
  • 6 Meridian first reported a position in iShares MSCI EAFE Value ETF in Q4 2017 and held it in 13 quarters.
  • 6 Meridian's iShares MSCI EAFE Value ETF position peaked at $5.6M in Q1 2018.
  • 563 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q1 2021.

Based on 6 Meridian's 13F filing for Q1 2021, filed 22 Apr 2021.