Archford Capital Strategies’s iShares MSCI EAFE Value ETF EFV Stock Holding History

Archford Capital Strategies’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 Q2	–	Sell	-375	Closed	-$20.5K	–	690
2018 Q1	$21K	Buy	+375	New	+$21.1K	0.01%	275
2017 Q2	–	Sell	-375	Closed	-$19K	–	313
2017 Q1	$19K	Hold	375	–	–	0.01%	375
2016 Q4	$17K	Hold	375	–	–	0.01%	335
2016 Q3	$17K	Hold	375	–	–	0.01%	337
2016 Q2	$16K	Buy	+375	New	+$16.9K	0.01%	345
2016 Q1	–	Sell	-1,900	Closed	-$89K	–	293
2015 Q4	$89K	Sell	1,900 -200	-10%	-$9.66K	0.04%	212
2015 Q3	$97K	Hold	2,100	–	–	0.07%	151
2015 Q2	$110K	Hold	2,100	–	–	0.08%	149
2015 Q1	$112K	Buy	+2,100	New	+$110K	0.08%	153

Other funds holding EFV

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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

BCI

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return

Archford Capital Strategies's EFV Position: Q2 2018 in Review

Archford Capital Strategies sold out of iShares MSCI EAFE Value ETF (EFV) in Q2 2018, closing a stake of 375 shares — an estimated $20.5K sold.

Archford Capital Strategies first reported a position in EFV in Q1 2015 and held it in 9 quarters. The position peaked at $112K in Q1 2015. 313 funds tracked by Wall St. Rank hold EFV as of Q2 2018.

Archford Capital Strategies reported no remaining iShares MSCI EAFE Value ETF position as of Q2 2018 after selling out during the quarter.
Archford Capital Strategies sold 375 iShares MSCI EAFE Value ETF shares in Q2 2018, an estimated $20.5K.
Archford Capital Strategies first reported a position in iShares MSCI EAFE Value ETF in Q1 2015 and held it in 9 quarters.
Archford Capital Strategies's iShares MSCI EAFE Value ETF position peaked at $112K in Q1 2015.
313 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q2 2018.

Based on Archford Capital Strategies's 13F filing for Q2 2018, filed 14 Aug 2018.