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

Capital Advisory Group Advisory Services’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
Q4 		– Sell
-126
Closed -$7K – 400
2018
Q3 		$7K Buy
+126
New +$6.49K ﹤0.01% 267

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Capital Advisory Group Advisory Services's EFV Position: Q4 2018 in Review

Capital Advisory Group Advisory Services sold out of iShares MSCI EAFE Value ETF (EFV) in Q4 2018, closing a stake of 126 shares — an estimated $7K sold.

Capital Advisory Group Advisory Services first reported a position in EFV in Q3 2018 and held it in 1 quarter. The position peaked at $7K in Q3 2018. 338 funds tracked by Wall St. Rank hold EFV as of Q4 2018.

  • Capital Advisory Group Advisory Services reported no remaining iShares MSCI EAFE Value ETF position as of Q4 2018 after selling out during the quarter.
  • Capital Advisory Group Advisory Services sold 126 iShares MSCI EAFE Value ETF shares in Q4 2018, an estimated $7K.
  • Capital Advisory Group Advisory Services first reported a position in iShares MSCI EAFE Value ETF in Q3 2018 and held it in 1 quarter.
  • Capital Advisory Group Advisory Services's iShares MSCI EAFE Value ETF position peaked at $7K in Q3 2018.
  • 338 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q4 2018.

Based on Capital Advisory Group Advisory Services's 13F filing for Q4 2018, filed 28 May 2020.