Barrow, Hanley, Mewhinney & Strauss
EFV icon

Barrow, Hanley, Mewhinney & Strauss’s iShares MSCI EAFE Value ETF EFV Stock Holding History

Barrow, Hanley, Mewhinney & Strauss’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
Q3 		– Sell
-640,957
Closed -$34M – 339
2024
Q2 		$34M Buy
+640,957
New +$34.8M 0.12% 123
2023
Q3 		– Sell
-558,272
Closed -$27.3M – 292
2023
Q2 		$27.3M Buy
+558,272
New +$27.5M 0.1% 113

Other funds holding EFV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 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
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss's EFV Position: Q3 2024 in Review

Barrow, Hanley, Mewhinney & Strauss sold out of iShares MSCI EAFE Value ETF (EFV) in Q3 2024, closing a stake of 640,957 shares — an estimated $34M sold.

Barrow, Hanley, Mewhinney & Strauss first reported a position in EFV in Q2 2023 and held it in 2 quarters. The position peaked at $34M in Q2 2024. 952 funds tracked by Wall St. Rank hold EFV as of Q3 2024.

  • Barrow, Hanley, Mewhinney & Strauss reported no remaining iShares MSCI EAFE Value ETF position as of Q3 2024 after selling out during the quarter.
  • Barrow, Hanley, Mewhinney & Strauss sold 640,957 iShares MSCI EAFE Value ETF shares in Q3 2024, an estimated $34M.
  • Barrow, Hanley, Mewhinney & Strauss first reported a position in iShares MSCI EAFE Value ETF in Q2 2023 and held it in 2 quarters.
  • Barrow, Hanley, Mewhinney & Strauss's iShares MSCI EAFE Value ETF position peaked at $34M in Q2 2024.
  • 952 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q3 2024.

Based on Barrow, Hanley, Mewhinney & Strauss's 13F filing for Q3 2024, filed 13 Nov 2024.