Chris Bulman’s iShares MSCI EAFE Value ETF EFV Stock Holding History

Chris Bulman’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	–	Sell	-430	Closed	-$22.8K	–	204
2024 Q2	$22.8K	Buy	+430	New	+$23.4K	0.02%	250

Other funds holding EFV

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

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

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

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

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

Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return

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

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

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

Chris Bulman's EFV Position: Q3 2024 in Review

Chris Bulman sold out of iShares MSCI EAFE Value ETF (EFV) in Q3 2024, closing a stake of 430 shares — an estimated $22.8K sold.

Chris Bulman first reported a position in EFV in Q2 2024 and held it in 1 quarter. The position peaked at $22.8K in Q2 2024. 952 funds tracked by Wall St. Rank hold EFV as of Q3 2024.

Chris Bulman reported no remaining iShares MSCI EAFE Value ETF position as of Q3 2024 after selling out during the quarter.
Chris Bulman sold 430 iShares MSCI EAFE Value ETF shares in Q3 2024, an estimated $22.8K.
Chris Bulman first reported a position in iShares MSCI EAFE Value ETF in Q2 2024 and held it in 1 quarter.
Chris Bulman's iShares MSCI EAFE Value ETF position peaked at $22.8K in Q2 2024.
952 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q3 2024.

Based on Chris Bulman's 13F filing for Q3 2024, filed 22 Oct 2024.