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Beacon Capital Management Inc (Ohio)’s iShares MSCI EAFE Value ETF EFV Stock Holding History

Beacon Capital Management Inc (Ohio)’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
Q1 		– Sell
-55
Closed -$2.52K – 103
2022
Q4 		$2.52K Buy
+55
New +$2.39K ﹤0.01% 67

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Beacon Capital Management Inc (Ohio)'s EFV Position: Q1 2023 in Review

Beacon Capital Management Inc (Ohio) sold out of iShares MSCI EAFE Value ETF (EFV) in Q1 2023, closing a stake of 55 shares — an estimated $2.52K sold.

Beacon Capital Management Inc (Ohio) first reported a position in EFV in Q4 2022 and held it in 1 quarter. The position peaked at $2.52K in Q4 2022. 796 funds tracked by Wall St. Rank hold EFV as of Q1 2023.

  • Beacon Capital Management Inc (Ohio) reported no remaining iShares MSCI EAFE Value ETF position as of Q1 2023 after selling out during the quarter.
  • Beacon Capital Management Inc (Ohio) sold 55 iShares MSCI EAFE Value ETF shares in Q1 2023, an estimated $2.52K.
  • Beacon Capital Management Inc (Ohio) first reported a position in iShares MSCI EAFE Value ETF in Q4 2022 and held it in 1 quarter.
  • Beacon Capital Management Inc (Ohio)'s iShares MSCI EAFE Value ETF position peaked at $2.52K in Q4 2022.
  • 796 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q1 2023.

Based on Beacon Capital Management Inc (Ohio)'s 13F filing for Q1 2023, filed 24 Apr 2023.