Anchor Pointe Wealth Management’s iShares MSCI EAFE Value ETF EFV Stock Holding History

Anchor Pointe Wealth 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
2024 Q4	$1.37M	Buy	+26,218	New	+$1.44M	1.79%	17

Other funds holding EFV

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Anchor Pointe Wealth Management's EFV Position: Q4 2024 in Review

Anchor Pointe Wealth Management opened a new position in iShares MSCI EAFE Value ETF (EFV) in Q4 2024: 26,218 shares worth $1.37M. The stake represents 1.79% of the portfolio and ranks #17 among its holdings.

1,014 funds tracked by Wall St. Rank hold EFV as of Q4 2024.

Anchor Pointe Wealth Management held 26,218 shares of iShares MSCI EAFE Value ETF worth $1.37M as of Q4 2024.
iShares MSCI EAFE Value ETF was a new Anchor Pointe Wealth Management position in Q4 2024.
iShares MSCI EAFE Value ETF made up 1.79% of Anchor Pointe Wealth Management's portfolio in Q4 2024, its #17 holding.
1,014 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q4 2024.

Based on Anchor Pointe Wealth Management's 13F filing for Q4 2024, filed 11 Mar 2025.