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Benedetti & Gucer’s iShares MSCI EAFE Value ETF EFV Stock Holding History

Benedetti & Gucer’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
Q1 		$1.25M Buy
22,904
+1,205
+6% +$62.9K 0.62% 32
2023
Q4 		$1.13M Buy
21,699
+6,469
+42% +$320K 0.59% 32
2023
Q3 		$745K Buy
15,230
+1,411
+10% +$69.9K 0.41% 48
2023
Q2 		$676K Buy
13,819
+1,288
+10% +$63.4K 0.35% 57
2023
Q1 		$608K Buy
12,531
+605
+5% +$29.3K 0.35% 55
2022
Q4 		$547K Buy
+11,926
New +$518K 0.4% 51

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
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Benedetti & Gucer's EFV Position: Q1 2024 in Review

Benedetti & Gucer increased its iShares MSCI EAFE Value ETF (EFV) stake by 5.6% in Q1 2024, buying an estimated $62.9K and bringing the position to 22,904 shares worth $1.25M. The position accounts for 0.62% of the portfolio, ranked #32.

Benedetti & Gucer first reported a position in EFV in Q4 2022 and has held it in 6 quarters since. 890 funds tracked by Wall St. Rank hold EFV as of Q1 2024.

  • Benedetti & Gucer held 22,904 shares of iShares MSCI EAFE Value ETF worth $1.25M as of Q1 2024.
  • Benedetti & Gucer bought 1,205 iShares MSCI EAFE Value ETF shares in Q1 2024, an estimated $62.9K.
  • iShares MSCI EAFE Value ETF made up 0.62% of Benedetti & Gucer's portfolio in Q1 2024, its #32 holding.
  • Benedetti & Gucer first reported a position in iShares MSCI EAFE Value ETF in Q4 2022 and has held it in 6 quarters since.
  • 890 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q1 2024.

Based on Benedetti & Gucer's 13F filing for Q1 2024, filed 7 May 2024.