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Bellwether Investment Group’s iShares MSCI EAFE Value ETF EFV Stock Holding History

Bellwether Investment Group’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
2017
Q2 		– Sell
-450
Closed -$23K – 225
2017
Q1 		$23K Sell
450
-119
-21% -$5.85K 0.06% 262
2016
Q4 		$27K Buy
+569
New +$26.4K 0.02% 369

Other funds holding EFV

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
DT
Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return

Bellwether Investment Group's EFV Position: Q2 2017 in Review

Bellwether Investment Group sold out of iShares MSCI EAFE Value ETF (EFV) in Q2 2017, closing a stake of 450 shares — an estimated $23K sold.

Bellwether Investment Group first reported a position in EFV in Q4 2016 and held it in 2 quarters. The position peaked at $27K in Q4 2016. 255 funds tracked by Wall St. Rank hold EFV as of Q2 2017.

  • Bellwether Investment Group reported no remaining iShares MSCI EAFE Value ETF position as of Q2 2017 after selling out during the quarter.
  • Bellwether Investment Group sold 450 iShares MSCI EAFE Value ETF shares in Q2 2017, an estimated $23K.
  • Bellwether Investment Group first reported a position in iShares MSCI EAFE Value ETF in Q4 2016 and held it in 2 quarters.
  • Bellwether Investment Group's iShares MSCI EAFE Value ETF position peaked at $27K in Q4 2016.
  • 255 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q2 2017.

Based on Bellwether Investment Group's 13F filing for Q2 2017, filed 8 Aug 2017.