Capital Directions Investment Advisors’s iShares MSCI EAFE Value ETF EFV Stock Holding History

Capital Directions Investment 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
2022 Q2	–	Sell	-20	Closed	-$1K	–	254
2022 Q1	$1K	Buy	+20	New	+$1.02K	﹤0.01%	263
2021 Q4	–	Sell	-1,357	Closed	-$69K	–	106
2021 Q3	$69K	Buy	1,357 +1,337	+6,685%	+$69.3K	0.02%	115
2021 Q2	$1K	Buy	+20	New	+$1.06K	﹤0.01%	226
2021 Q1	–	Sell	-58	Closed	-$3K	–	230
2020 Q4	$3K	Buy	+58	New	+$2.56K	﹤0.01%	187
2019 Q2	–	Sell	-77	Closed	-$4K	–	85
2019 Q1	$4K	Buy	+77	New	+$3.71K	﹤0.01%	86
2018 Q3	–	Sell	-1,631	Closed	-$84K	–	169
2018 Q2	$84K	Hold	1,631	–	–	0.04%	55
2018 Q1	$89K	Hold	1,631	–	–	0.03%	58
2017 Q4	$90K	Hold	1,631	–	–	0.03%	57
2017 Q3	$89K	Sell	1,631 -369	-18%	-$19.6K	0.03%	59
2017 Q2	$103K	Buy	2,000 +369	+23%	+$19.1K	0.04%	48
2017 Q1	$82K	Buy	+1,631	New	+$80.2K	0.03%	51

Other funds holding EFV

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Capital Directions Investment Advisors's EFV Position: Q2 2022 in Review

Capital Directions Investment Advisors sold out of iShares MSCI EAFE Value ETF (EFV) in Q2 2022, closing a stake of 20 shares — an estimated $1K sold.

Capital Directions Investment Advisors first reported a position in EFV in Q1 2017 and held it in 11 quarters. The position peaked at $103K in Q2 2017. 719 funds tracked by Wall St. Rank hold EFV as of Q2 2022.

Capital Directions Investment Advisors reported no remaining iShares MSCI EAFE Value ETF position as of Q2 2022 after selling out during the quarter.
Capital Directions Investment Advisors sold 20 iShares MSCI EAFE Value ETF shares in Q2 2022, an estimated $1K.
Capital Directions Investment Advisors first reported a position in iShares MSCI EAFE Value ETF in Q1 2017 and held it in 11 quarters.
Capital Directions Investment Advisors's iShares MSCI EAFE Value ETF position peaked at $103K in Q2 2017.
719 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q2 2022.

Based on Capital Directions Investment Advisors's 13F filing for Q2 2022, filed 26 Jul 2022.