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CFO4Life’s iShares MSCI EAFE Value ETF EFV Stock Holding History

CFO4Life’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
Q4 		$6M Buy
+130,771
New +$5.68M 1.28% 20

Other funds holding EFV

AWA
Arete Wealth Advisors Chicago, Illinois $1.51B AUM 33.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

CFO4Life's EFV Position: Q4 2022 in Review

CFO4Life opened a new position in iShares MSCI EAFE Value ETF (EFV) in Q4 2022: 130,771 shares worth $6M. The stake represents 1.28% of the portfolio and ranks #20 among its holdings.

800 funds tracked by Wall St. Rank hold EFV as of Q4 2022.

  • CFO4Life held 130,771 shares of iShares MSCI EAFE Value ETF worth $6M as of Q4 2022.
  • iShares MSCI EAFE Value ETF was a new CFO4Life position in Q4 2022.
  • iShares MSCI EAFE Value ETF made up 1.28% of CFO4Life's portfolio in Q4 2022, its #20 holding.
  • 800 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q4 2022.

Based on CFO4Life's 13F filing for Q4 2022, filed 11 Jan 2023.