AIM
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AHL Investment Management’s iShares MSCI EAFE Value ETF EFV Stock Holding History

AHL Investment Management’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
2022
Q1 		– Sell
-825
Closed -$42K – 124
2021
Q4 		$42K Buy
+825
New +$42.1K 0.04% 120

Other funds holding EFV

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Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
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
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

AHL Investment Management's EFV Position: Q1 2022 in Review

AHL Investment Management sold out of iShares MSCI EAFE Value ETF (EFV) in Q1 2022, closing a stake of 825 shares — an estimated $42K sold.

AHL Investment Management first reported a position in EFV in Q4 2021 and held it in 1 quarter. The position peaked at $42K in Q4 2021. 737 funds tracked by Wall St. Rank hold EFV as of Q1 2022.

  • AHL Investment Management reported no remaining iShares MSCI EAFE Value ETF position as of Q1 2022 after selling out during the quarter.
  • AHL Investment Management sold 825 iShares MSCI EAFE Value ETF shares in Q1 2022, an estimated $42K.
  • AHL Investment Management first reported a position in iShares MSCI EAFE Value ETF in Q4 2021 and held it in 1 quarter.
  • AHL Investment Management's iShares MSCI EAFE Value ETF position peaked at $42K in Q4 2021.
  • 737 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q1 2022.

Based on AHL Investment Management's 13F filing for Q1 2022, filed 28 Apr 2022.