Bromfield Sneider Wealth Advisors’s iShares MSCI EAFE Value ETF EFV Stock Holding History

Bromfield Sneider Wealth Advisors’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	$5.97M	Sell	109,669 -40	-0%	-$2.09K	3.69%	8
2023 Q4	$5.72M	Buy	109,709 +305	+0.3%	+$15.1K	3.87%	7
2023 Q3	$5.35M	Hold	109,404	–	–	4.03%	7
2023 Q2	$5.35M	Buy	109,404 +433	+0.4%	+$21.3K	4.25%	6
2023 Q1	$5.29M	Buy	108,971 +900	+0.8%	+$43.6K	4.45%	6
2022 Q4	$4.96M	Buy	108,071 +178	+0.2%	+$7.73K	4.59%	7
2022 Q3	$4.16M	Hold	107,893	–	–	4.92%	4
2022 Q2	$4.68M	Buy	107,893 +704	+0.7%	+$33.5K	5.7%	4
2022 Q1	$5.39M	Buy	107,189 +504	+0.5%	+$25.6K	5.66%	4
2021 Q4	$5.38M	Buy	+106,685	New	+$5.45M	5.49%	4

Other funds holding EFV

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Bromfield Sneider Wealth Advisors's EFV Position: Q1 2024 in Review

Bromfield Sneider Wealth Advisors reduced its iShares MSCI EAFE Value ETF (EFV) stake by 0.04% in Q1 2024, selling an estimated $2.09K and leaving 109,669 shares worth $5.97M. The position accounts for 3.69% of the portfolio, ranked #8.

Bromfield Sneider Wealth Advisors first reported a position in EFV in Q4 2021 and has held it in 10 quarters since. 894 funds tracked by Wall St. Rank hold EFV as of Q1 2024.

Bromfield Sneider Wealth Advisors held 109,669 shares of iShares MSCI EAFE Value ETF worth $5.97M as of Q1 2024.
Bromfield Sneider Wealth Advisors sold 40 iShares MSCI EAFE Value ETF shares in Q1 2024, an estimated $2.09K.
iShares MSCI EAFE Value ETF made up 3.69% of Bromfield Sneider Wealth Advisors's portfolio in Q1 2024, its #8 holding.
Bromfield Sneider Wealth Advisors first reported a position in iShares MSCI EAFE Value ETF in Q4 2021 and has held it in 10 quarters since.
894 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q1 2024.

Based on Bromfield Sneider Wealth Advisors's 13F filing for Q1 2024, filed 10 Apr 2024.