Ameritas Investment Company’s iShares MSCI EAFE Value ETF EFV Stock Holding History

Ameritas Investment Company’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
2021 Q3	–	Sell	-34	Closed	-$213K	–	726
2021 Q2	$213K	Sell	34 -2,013	-98%	-$106K	0.01%	687
2021 Q1	$104K	Buy	+2,047	New	+$102K	0.01%	750
2020 Q2	–	Sell	-53	Closed	-$2K	–	642
2020 Q1	$2K	Sell	53 -31	-37%	-$1.38K	﹤0.01%	1559
2019 Q4	$4K	Buy	+84	New	+$4.12K	﹤0.01%	799
2019 Q2	–	Sell	-472	Closed	-$23K	–	394
2019 Q1	$23K	Buy	+472	New	+$22.7K	﹤0.01%	531

Other funds holding EFV

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Ameritas Investment Company's EFV Position: Q3 2021 in Review

Ameritas Investment Company sold out of iShares MSCI EAFE Value ETF (EFV) in Q3 2021, closing a stake of 34 shares — an estimated $213K sold.

Ameritas Investment Company first reported a position in EFV in Q1 2019 and held it in 5 quarters. The position peaked at $213K in Q2 2021. 622 funds tracked by Wall St. Rank hold EFV as of Q3 2021.

Ameritas Investment Company reported no remaining iShares MSCI EAFE Value ETF position as of Q3 2021 after selling out during the quarter.
Ameritas Investment Company sold 34 iShares MSCI EAFE Value ETF shares in Q3 2021, an estimated $213K.
Ameritas Investment Company first reported a position in iShares MSCI EAFE Value ETF in Q1 2019 and held it in 5 quarters.
Ameritas Investment Company's iShares MSCI EAFE Value ETF position peaked at $213K in Q2 2021.
622 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q3 2021.

Based on Ameritas Investment Company's 13F filing for Q3 2021, filed 12 Nov 2021.