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Calton & Associates’s iShares MSCI EAFE Value ETF EFV Stock Holding History

Calton & Associates’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
2018
Q1 		– Sell
-102
Closed -$6K – 586
2017
Q4 		$6K Buy
+102
New +$5.6K ﹤0.01% 1198

Other funds holding EFV

Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
DT
Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return

Calton & Associates's EFV Position: Q1 2018 in Review

Calton & Associates sold out of iShares MSCI EAFE Value ETF (EFV) in Q1 2018, closing a stake of 102 shares — an estimated $6K sold.

Calton & Associates first reported a position in EFV in Q4 2017 and held it in 1 quarter. The position peaked at $6K in Q4 2017. 322 funds tracked by Wall St. Rank hold EFV as of Q1 2018.

  • Calton & Associates reported no remaining iShares MSCI EAFE Value ETF position as of Q1 2018 after selling out during the quarter.
  • Calton & Associates sold 102 iShares MSCI EAFE Value ETF shares in Q1 2018, an estimated $6K.
  • Calton & Associates first reported a position in iShares MSCI EAFE Value ETF in Q4 2017 and held it in 1 quarter.
  • Calton & Associates's iShares MSCI EAFE Value ETF position peaked at $6K in Q4 2017.
  • 322 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q1 2018.

Based on Calton & Associates's 13F filing for Q1 2018, filed 17 Apr 2018.