BDWM
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Brewin Dolphin Wealth Management’s iShares MSCI EAFE Value ETF EFV Stock Holding History

Brewin Dolphin Wealth 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
2020
Q3 		– Sell
-324
Closed -$12.9K – 298
2020
Q2 		$12.9K Buy
+324
New +$12.4K ﹤0.01% 241

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Brewin Dolphin Wealth Management's EFV Position: Q3 2020 in Review

Brewin Dolphin Wealth Management sold out of iShares MSCI EAFE Value ETF (EFV) in Q3 2020, closing a stake of 324 shares — an estimated $12.9K sold.

Brewin Dolphin Wealth Management first reported a position in EFV in Q2 2020 and held it in 1 quarter. The position peaked at $12.9K in Q2 2020. 347 funds tracked by Wall St. Rank hold EFV as of Q3 2020.

  • Brewin Dolphin Wealth Management reported no remaining iShares MSCI EAFE Value ETF position as of Q3 2020 after selling out during the quarter.
  • Brewin Dolphin Wealth Management sold 324 iShares MSCI EAFE Value ETF shares in Q3 2020, an estimated $12.9K.
  • Brewin Dolphin Wealth Management first reported a position in iShares MSCI EAFE Value ETF in Q2 2020 and held it in 1 quarter.
  • Brewin Dolphin Wealth Management's iShares MSCI EAFE Value ETF position peaked at $12.9K in Q2 2020.
  • 347 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q3 2020.

Based on Brewin Dolphin Wealth Management's 13F filing for Q3 2020, filed 9 Nov 2023.