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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
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Jane Street
Jane Street New York $93.1B AUM 61.18% 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 $376B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return