Baldwin Wealth Partners’s iShares MSCI EAFE Value ETF EFV Stock Holding History

Baldwin Wealth 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
2023 Q4	–	Sell	-51	Closed	-$2.5K	–	741
2023 Q3	$2.5K	Hold	51	–	–	﹤0.01%	674
2023 Q2	$2.5K	Hold	51	–	–	﹤0.01%	689
2023 Q1	$2.48K	Hold	51	–	–	﹤0.01%	715
2022 Q4	$2.34K	Hold	51	–	–	﹤0.01%	707
2022 Q3	$2K	Hold	51	–	–	﹤0.01%	615
2022 Q2	$2K	Hold	51	–	–	﹤0.01%	646
2022 Q1	$3K	Hold	51	–	–	﹤0.01%	626
2021 Q4	$3K	Hold	51	–	–	﹤0.01%	592
2021 Q3	$3K	Buy	+51	New	+$2.64K	﹤0.01%	604
2020 Q3	–	Sell	-2,396	Closed	-$96K	–	537
2020 Q2	$96K	Hold	2,396	–	–	0.01%	230
2020 Q1	$86K	Buy	2,396 +173	+8%	+$7.7K	0.02%	217
2019 Q4	$111K	Hold	2,223	–	–	0.02%	226
2019 Q3	$105K	Hold	2,223	–	–	0.02%	223
2019 Q2	$107K	Hold	2,223	–	–	0.02%	239
2019 Q1	$109K	Hold	2,223	–	–	0.02%	235
2018 Q4	$101K	Hold	2,223	–	–	0.02%	229
2018 Q3	$115K	Hold	2,223	–	–	0.02%	240
2018 Q2	$114K	Hold	2,223	–	–	0.02%	242
2018 Q1	$121K	Hold	2,223	–	–	0.02%	227
2017 Q4	$123K	Hold	2,223	–	–	0.02%	228
2017 Q3	$121K	Hold	2,223	–	–	0.02%	222
2017 Q2	$115K	Hold	2,223	–	–	0.02%	225
2017 Q1	$112K	Hold	2,223	–	–	0.02%	221
2016 Q4	$105K	Hold	2,223	–	–	0.02%	224
2016 Q3	$103K	Buy	+2,223	New	+$100K	0.02%	227

Other funds holding EFV

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

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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 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

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

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

Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return

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

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

Baldwin Wealth Partners's EFV Position: Q4 2023 in Review

Baldwin Wealth Partners sold out of iShares MSCI EAFE Value ETF (EFV) in Q4 2023, closing a stake of 51 shares — an estimated $2.5K sold.

Baldwin Wealth Partners first reported a position in EFV in Q3 2016 and held it in 25 quarters. The position peaked at $123K in Q4 2017. 891 funds tracked by Wall St. Rank hold EFV as of Q4 2023.

Baldwin Wealth Partners reported no remaining iShares MSCI EAFE Value ETF position as of Q4 2023 after selling out during the quarter.
Baldwin Wealth Partners sold 51 iShares MSCI EAFE Value ETF shares in Q4 2023, an estimated $2.5K.
Baldwin Wealth Partners first reported a position in iShares MSCI EAFE Value ETF in Q3 2016 and held it in 25 quarters.
Baldwin Wealth Partners's iShares MSCI EAFE Value ETF position peaked at $123K in Q4 2017.
891 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q4 2023.

Based on Baldwin Wealth Partners's 13F filing for Q4 2023, filed 8 Jan 2024.