Certified Advisory Corp’s iShares MSCI EAFE Value ETF EFV Stock Holding History

Certified Advisory Corp’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
2020 Q2	$0	Hold	10	–	–	﹤0.01%	765
2020 Q1	$0	Hold	10	–	–	﹤0.01%	779
2019 Q4	$0	Hold	10	–	–	﹤0.01%	802
2019 Q3	$0	Hold	10	–	–	﹤0.01%	794
2019 Q2	$0	Hold	10	–	–	﹤0.01%	800
2019 Q1	$0	Hold	10	–	–	﹤0.01%	743
2018 Q4	$0	Buy	+10	New	+$482	﹤0.01%	751
2018 Q3	–	Sell	-119	Closed	-$6K	–	775
2018 Q2	$6K	Buy	+119	New	+$6.5K	﹤0.01%	607

Other funds holding EFV

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return

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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

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

MIS

Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Certified Advisory Corp's EFV Position: Q2 2020 in Review

Certified Advisory Corp held its iShares MSCI EAFE Value ETF (EFV) position steady in Q2 2020 at 10 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #765.

Certified Advisory Corp first reported a position in EFV in Q2 2018 and has held it in 8 quarters since. The position peaked at $6K in Q2 2018. 349 funds tracked by Wall St. Rank hold EFV as of Q2 2020.

Certified Advisory Corp held 10 shares of iShares MSCI EAFE Value ETF worth $0 as of Q2 2020.
Certified Advisory Corp left its iShares MSCI EAFE Value ETF share count unchanged in Q2 2020.
iShares MSCI EAFE Value ETF made up ﹤0.01% of Certified Advisory Corp's portfolio in Q2 2020, its #765 holding.
Certified Advisory Corp first reported a position in iShares MSCI EAFE Value ETF in Q2 2018 and has held it in 8 quarters since.
Certified Advisory Corp's iShares MSCI EAFE Value ETF position peaked at $6K in Q2 2018.
349 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q2 2020.

Based on Certified Advisory Corp's 13F filing for Q2 2020, filed 27 Jul 2020.