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

Advisors Preferred’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
-862
Closed -$44.6K – 195
2023
Q4 		$44.6K Buy
+862
New +$42.7K 0.01% 174
2021
Q3 		– Sell
-7,991
Closed -$415K – 192
2021
Q2 		$415K Buy
+7,991
New +$423K 0.04% 120

Other funds holding EFV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 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
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Advisors Preferred's EFV Position: Q1 2024 in Review

Advisors Preferred sold out of iShares MSCI EAFE Value ETF (EFV) in Q1 2024, closing a stake of 862 shares — an estimated $44.6K sold.

Advisors Preferred first reported a position in EFV in Q2 2021 and held it in 2 quarters. The position peaked at $415K in Q2 2021. 890 funds tracked by Wall St. Rank hold EFV as of Q1 2024.

  • Advisors Preferred reported no remaining iShares MSCI EAFE Value ETF position as of Q1 2024 after selling out during the quarter.
  • Advisors Preferred sold 862 iShares MSCI EAFE Value ETF shares in Q1 2024, an estimated $44.6K.
  • Advisors Preferred first reported a position in iShares MSCI EAFE Value ETF in Q2 2021 and held it in 2 quarters.
  • Advisors Preferred's iShares MSCI EAFE Value ETF position peaked at $415K in Q2 2021.
  • 890 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q1 2024.

Based on Advisors Preferred's 13F filing for Q1 2024, filed 8 May 2024.