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Bull Oak Capital’s iShares MSCI EAFE Value ETF EFV Stock Holding History

Bull Oak Capital’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
2022
Q3 		– Sell
-200,398
Closed -$8.7M – 22
2022
Q2 		$8.7M Buy
+200,398
New +$9.54M 8.04% 6

Other funds holding EFV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Bull Oak Capital's EFV Position: Q3 2022 in Review

Bull Oak Capital sold out of iShares MSCI EAFE Value ETF (EFV) in Q3 2022, closing a stake of 200,398 shares — an estimated $8.7M sold.

Bull Oak Capital first reported a position in EFV in Q2 2022 and held it in 1 quarter. The position peaked at $8.7M in Q2 2022. 698 funds tracked by Wall St. Rank hold EFV as of Q3 2022.

  • Bull Oak Capital reported no remaining iShares MSCI EAFE Value ETF position as of Q3 2022 after selling out during the quarter.
  • Bull Oak Capital sold 200,398 iShares MSCI EAFE Value ETF shares in Q3 2022, an estimated $8.7M.
  • Bull Oak Capital first reported a position in iShares MSCI EAFE Value ETF in Q2 2022 and held it in 1 quarter.
  • Bull Oak Capital's iShares MSCI EAFE Value ETF position peaked at $8.7M in Q2 2022.
  • 698 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q3 2022.

Based on Bull Oak Capital's 13F filing for Q3 2022, filed 18 Oct 2022.