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Beaumont Financial Advisors’s iShares MSCI EAFE Value ETF EFV Stock Holding History

Beaumont Financial Advisors’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
2022
Q1 		– Sell
-4,985
Closed -$251K – 360
2021
Q4 		$251K Buy
+4,985
New +$255K 0.02% 309
2021
Q3 		– Sell
-17,855
Closed -$924K – 361
2021
Q2 		$924K Buy
+17,855
New +$944K 0.07% 152

Other funds holding EFV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Beaumont Financial Advisors's EFV Position: Q1 2022 in Review

Beaumont Financial Advisors sold out of iShares MSCI EAFE Value ETF (EFV) in Q1 2022, closing a stake of 4,985 shares — an estimated $251K sold.

Beaumont Financial Advisors first reported a position in EFV in Q2 2021 and held it in 2 quarters. The position peaked at $924K in Q2 2021. 737 funds tracked by Wall St. Rank hold EFV as of Q1 2022.

  • Beaumont Financial Advisors reported no remaining iShares MSCI EAFE Value ETF position as of Q1 2022 after selling out during the quarter.
  • Beaumont Financial Advisors sold 4,985 iShares MSCI EAFE Value ETF shares in Q1 2022, an estimated $251K.
  • Beaumont Financial Advisors first reported a position in iShares MSCI EAFE Value ETF in Q2 2021 and held it in 2 quarters.
  • Beaumont Financial Advisors's iShares MSCI EAFE Value ETF position peaked at $924K in Q2 2021.
  • 737 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q1 2022.

Based on Beaumont Financial Advisors's 13F filing for Q1 2022, filed 9 May 2022.