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

Ahrens 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
2023
Q1 		$15.6K Buy
+322
New +$15.6K 0.01% 521
2022
Q3 		– Sell
-322
Closed -$14K – 374
2022
Q2 		$14K Hold
322
– – 0.01% 574
2022
Q1 		$16K Hold
322
– – 0.01% 619
2021
Q4 		$16K Buy
+322
New +$16.4K 0.01% 624

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Ahrens Investment Partners's EFV Position: Q1 2023 in Review

Ahrens Investment Partners opened a new position in iShares MSCI EAFE Value ETF (EFV) in Q1 2023: 322 shares worth $15.6K. The stake represents 0.01% of the portfolio and ranks #521 among its holdings. This is a return to the name: Ahrens Investment Partners previously reported a position in EFV as recently as Q2 2022.

Ahrens Investment Partners first reported a position in EFV in Q4 2021 and has held it in 4 quarters since. The position peaked at $16K in Q1 2022. 796 funds tracked by Wall St. Rank hold EFV as of Q1 2023.

  • Ahrens Investment Partners held 322 shares of iShares MSCI EAFE Value ETF worth $15.6K as of Q1 2023.
  • iShares MSCI EAFE Value ETF was a new Ahrens Investment Partners position in Q1 2023.
  • iShares MSCI EAFE Value ETF made up 0.01% of Ahrens Investment Partners's portfolio in Q1 2023, its #521 holding.
  • Ahrens Investment Partners first reported a position in iShares MSCI EAFE Value ETF in Q4 2021 and has held it in 4 quarters since.
  • Ahrens Investment Partners's iShares MSCI EAFE Value ETF position peaked at $16K in Q1 2022.
  • 796 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q1 2023.

Based on Ahrens Investment Partners's 13F filing for Q1 2023, filed 24 Apr 2023.