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All Terrain Financial Advisors’s iShares MSCI EAFE Value ETF EFV Stock Holding History

All Terrain Financial Advisors’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
2018
Q3 		– Sell
-4,265
Closed -$219K – 241
2018
Q2 		$219K Sell
4,265
-10
-0.2% -$546 0.1% 145
2018
Q1 		$233K Hold
4,275
– – 0.11% 136
2017
Q4 		$236K Buy
+4,275
New +$235K 0.11% 145

Other funds holding EFV

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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

All Terrain Financial Advisors's EFV Position: Q3 2018 in Review

All Terrain Financial Advisors sold out of iShares MSCI EAFE Value ETF (EFV) in Q3 2018, closing a stake of 4,265 shares — an estimated $219K sold.

All Terrain Financial Advisors first reported a position in EFV in Q4 2017 and held it in 3 quarters. The position peaked at $236K in Q4 2017. 311 funds tracked by Wall St. Rank hold EFV as of Q3 2018.

  • All Terrain Financial Advisors reported no remaining iShares MSCI EAFE Value ETF position as of Q3 2018 after selling out during the quarter.
  • All Terrain Financial Advisors sold 4,265 iShares MSCI EAFE Value ETF shares in Q3 2018, an estimated $219K.
  • All Terrain Financial Advisors first reported a position in iShares MSCI EAFE Value ETF in Q4 2017 and held it in 3 quarters.
  • All Terrain Financial Advisors's iShares MSCI EAFE Value ETF position peaked at $236K in Q4 2017.
  • 311 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q3 2018.

Based on All Terrain Financial Advisors's 13F filing for Q3 2018, filed 9 Nov 2018.