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Bivin & Associates’s iShares MSCI EAFE Value ETF EFV Stock Holding History

Bivin & Associates’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
Q2 		$6K Hold
140
– – 0.01% 188
2022
Q1 		$7K Hold
140
– – 0.01% 190
2021
Q4 		$7K Buy
+140
New +$7.15K 0.01% 199

Other funds holding EFV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Bivin & Associates's EFV Position: Q2 2022 in Review

Bivin & Associates held its iShares MSCI EAFE Value ETF (EFV) position steady in Q2 2022 at 140 shares worth $6K. The position accounts for 0.01% of the portfolio, ranked #188.

Bivin & Associates first reported a position in EFV in Q4 2021 and has held it in 3 quarters since. The position peaked at $7K in Q1 2022. 719 funds tracked by Wall St. Rank hold EFV as of Q2 2022.

  • Bivin & Associates held 140 shares of iShares MSCI EAFE Value ETF worth $6K as of Q2 2022.
  • Bivin & Associates left its iShares MSCI EAFE Value ETF share count unchanged in Q2 2022.
  • iShares MSCI EAFE Value ETF made up 0.01% of Bivin & Associates's portfolio in Q2 2022, its #188 holding.
  • Bivin & Associates first reported a position in iShares MSCI EAFE Value ETF in Q4 2021 and has held it in 3 quarters since.
  • Bivin & Associates's iShares MSCI EAFE Value ETF position peaked at $7K in Q1 2022.
  • 719 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q2 2022.

Based on Bivin & Associates's 13F filing for Q2 2022, filed 11 Aug 2022.