BCM
EFV icon

Boltwood Capital Management’s iShares MSCI EAFE Value ETF EFV Stock Holding History

Boltwood Capital Management’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
2018
Q4 		– Sell
-5,250
Closed -$272K – 128
2018
Q3 		$272K Hold
5,250
– – 0.16% 120
2018
Q2 		$269K Buy
+5,250
New +$287K 0.18% 118

Other funds holding EFV

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
FT
Fiduciary Trust Boston, Massachusetts $8.46B AUM 21.38% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Boltwood Capital Management's EFV Position: Q4 2018 in Review

Boltwood Capital Management sold out of iShares MSCI EAFE Value ETF (EFV) in Q4 2018, closing a stake of 5,250 shares — an estimated $272K sold.

Boltwood Capital Management first reported a position in EFV in Q2 2018 and held it in 2 quarters. The position peaked at $272K in Q3 2018. 338 funds tracked by Wall St. Rank hold EFV as of Q4 2018.

  • Boltwood Capital Management reported no remaining iShares MSCI EAFE Value ETF position as of Q4 2018 after selling out during the quarter.
  • Boltwood Capital Management sold 5,250 iShares MSCI EAFE Value ETF shares in Q4 2018, an estimated $272K.
  • Boltwood Capital Management first reported a position in iShares MSCI EAFE Value ETF in Q2 2018 and held it in 2 quarters.
  • Boltwood Capital Management's iShares MSCI EAFE Value ETF position peaked at $272K in Q3 2018.
  • 338 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q4 2018.

Based on Boltwood Capital Management's 13F filing for Q4 2018, filed 7 Jan 2019.