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Bel Air Investment Advisors’s iShares MSCI EAFE Value ETF EFV Stock Holding History

Bel Air Investment 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
2021
Q2 		$1.92M Buy
37,175
+11,150
+43% +$590K 0.06% 127
2021
Q1 		$1.33M Buy
+26,025
New +$1.29M 0.04% 171

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Bel Air Investment Advisors's EFV Position: Q2 2021 in Review

Bel Air Investment Advisors increased its iShares MSCI EAFE Value ETF (EFV) stake by 43% in Q2 2021, buying an estimated $590K and bringing the position to 37,175 shares worth $1.92M. The position accounts for 0.06% of the portfolio, ranked #127.

Bel Air Investment Advisors first reported a position in EFV in Q1 2021 and has held it in 2 quarters since. 599 funds tracked by Wall St. Rank hold EFV as of Q2 2021.

  • Bel Air Investment Advisors held 37,175 shares of iShares MSCI EAFE Value ETF worth $1.92M as of Q2 2021.
  • Bel Air Investment Advisors bought 11,150 iShares MSCI EAFE Value ETF shares in Q2 2021, an estimated $590K.
  • iShares MSCI EAFE Value ETF made up 0.06% of Bel Air Investment Advisors's portfolio in Q2 2021, its #127 holding.
  • Bel Air Investment Advisors first reported a position in iShares MSCI EAFE Value ETF in Q1 2021 and has held it in 2 quarters since.
  • 599 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q2 2021.

Based on Bel Air Investment Advisors's 13F filing for Q2 2021, filed 16 Aug 2021.