Briggs Advisory Group’s iShares MSCI EAFE Value ETF EFV Stock Holding History

Briggs Advisory 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
2023 Q3	$1.44M	Hold	29,507	–	–	0.83%	20
2023 Q2	$1.44M	Hold	29,507	–	–	0.81%	20
2023 Q1	$1.43M	Hold	29,507	–	–	0.85%	20
2022 Q4	$1.35M	Sell	29,507 -524	-2%	-$22.7K	0.86%	22
2022 Q3	$1.16M	Sell	30,031 -1,742	-5%	-$74.3K	0.87%	21
2022 Q2	$1.38M	Hold	31,773	–	–	1.01%	17
2022 Q1	$1.6M	Sell	31,773 -3,516	-10%	-$179K	1.06%	15
2021 Q4	$1.78M	Buy	+35,289	New	+$1.8M	1.21%	14

Other funds holding EFV

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Briggs Advisory Group's EFV Position: Q3 2023 in Review

Briggs Advisory Group held its iShares MSCI EAFE Value ETF (EFV) position steady in Q3 2023 at 29,507 shares worth $1.44M. The position accounts for 0.83% of the portfolio, ranked #20.

Briggs Advisory Group first reported a position in EFV in Q4 2021 and has held it in 8 quarters since. The position peaked at $1.78M in Q4 2021. 828 funds tracked by Wall St. Rank hold EFV as of Q3 2023.

Briggs Advisory Group held 29,507 shares of iShares MSCI EAFE Value ETF worth $1.44M as of Q3 2023.
Briggs Advisory Group left its iShares MSCI EAFE Value ETF share count unchanged in Q3 2023.
iShares MSCI EAFE Value ETF made up 0.83% of Briggs Advisory Group's portfolio in Q3 2023, its #20 holding.
Briggs Advisory Group first reported a position in iShares MSCI EAFE Value ETF in Q4 2021 and has held it in 8 quarters since.
Briggs Advisory Group's iShares MSCI EAFE Value ETF position peaked at $1.78M in Q4 2021.
828 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q3 2023.

Based on Briggs Advisory Group's 13F filing for Q3 2023, filed 27 Oct 2023.