CHA
EFV icon

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

Carmichael Hill & 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
2024
Q3 		$10.4K Hold
180
– – ﹤0.01% 583
2024
Q2 		$9.55K Buy
+180
New +$9.79K ﹤0.01% 571
2020
Q2 		– Sell
-110
Closed -$4K – 700
2020
Q1 		$4K Hold
110
– – ﹤0.01% 546
2019
Q4 		$5K Buy
+110
New +$5.39K ﹤0.01% 551

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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

Carmichael Hill & Associates's EFV Position: Q3 2024 in Review

Carmichael Hill & Associates held its iShares MSCI EAFE Value ETF (EFV) position steady in Q3 2024 at 180 shares worth $10.4K. The position accounts for ﹤0.01% of the portfolio, ranked #583.

Carmichael Hill & Associates first reported a position in EFV in Q4 2019 and has held it in 4 quarters since. 952 funds tracked by Wall St. Rank hold EFV as of Q3 2024.

  • Carmichael Hill & Associates held 180 shares of iShares MSCI EAFE Value ETF worth $10.4K as of Q3 2024.
  • Carmichael Hill & Associates left its iShares MSCI EAFE Value ETF share count unchanged in Q3 2024.
  • iShares MSCI EAFE Value ETF made up ﹤0.01% of Carmichael Hill & Associates's portfolio in Q3 2024, its #583 holding.
  • Carmichael Hill & Associates first reported a position in iShares MSCI EAFE Value ETF in Q4 2019 and has held it in 4 quarters since.
  • 952 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q3 2024.

Based on Carmichael Hill & Associates's 13F filing for Q3 2024, filed 29 Oct 2024.