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Alpha Financial Partners’s iShares MSCI EAFE Value ETF EFV Stock Holding History

Alpha Financial 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
2024
Q4 		– Sell
-79,644
Closed -$4.58M – 95
2024
Q3 		$4.58M Buy
+79,644
New +$4.4M 3.27% 7

Other funds holding EFV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 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

Alpha Financial Partners's EFV Position: Q4 2024 in Review

Alpha Financial Partners sold out of iShares MSCI EAFE Value ETF (EFV) in Q4 2024, closing a stake of 79,644 shares — an estimated $4.58M sold.

Alpha Financial Partners first reported a position in EFV in Q3 2024 and held it in 1 quarter. The position peaked at $4.58M in Q3 2024. 1,010 funds tracked by Wall St. Rank hold EFV as of Q4 2024.

  • Alpha Financial Partners reported no remaining iShares MSCI EAFE Value ETF position as of Q4 2024 after selling out during the quarter.
  • Alpha Financial Partners sold 79,644 iShares MSCI EAFE Value ETF shares in Q4 2024, an estimated $4.58M.
  • Alpha Financial Partners first reported a position in iShares MSCI EAFE Value ETF in Q3 2024 and held it in 1 quarter.
  • Alpha Financial Partners's iShares MSCI EAFE Value ETF position peaked at $4.58M in Q3 2024.
  • 1,010 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q4 2024.

Based on Alpha Financial Partners's 13F filing for Q4 2024, filed 10 Feb 2025.