Clean Yield Group’s iShares MSCI EAFE Value ETF EFV Stock Holding History

Clean Yield Group’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 Q2	–	Sell	-53	Closed	-$2.88K	–	374
2024 Q1	$2.88K	Buy	+53	New	+$2.77K	﹤0.01%	355
2022 Q2	–	Sell	-201	Closed	-$10K	–	431
2022 Q1	$10K	Buy	+201	New	+$10.2K	﹤0.01%	356
2021 Q4	–	Sell	-573	Closed	-$29K	–	456
2021 Q3	$29K	Buy	573 +382	+200%	+$19.8K	0.01%	299
2021 Q2	$10K	Buy	+191	New	+$10.1K	﹤0.01%	369
2020 Q1	–	Sell	-2,690	Closed	-$134K	–	392
2019 Q4	$134K	Buy	+2,690	New	+$132K	0.04%	168

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

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

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

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

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Clean Yield Group's EFV Position: Q2 2024 in Review

Clean Yield Group sold out of iShares MSCI EAFE Value ETF (EFV) in Q2 2024, closing a stake of 53 shares — an estimated $2.88K sold.

Clean Yield Group first reported a position in EFV in Q4 2019 and held it in 5 quarters. The position peaked at $134K in Q4 2019. 896 funds tracked by Wall St. Rank hold EFV as of Q2 2024.

Clean Yield Group reported no remaining iShares MSCI EAFE Value ETF position as of Q2 2024 after selling out during the quarter.
Clean Yield Group sold 53 iShares MSCI EAFE Value ETF shares in Q2 2024, an estimated $2.88K.
Clean Yield Group first reported a position in iShares MSCI EAFE Value ETF in Q4 2019 and held it in 5 quarters.
Clean Yield Group's iShares MSCI EAFE Value ETF position peaked at $134K in Q4 2019.
896 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q2 2024.

Based on Clean Yield Group's 13F filing for Q2 2024, filed 10 Jul 2024.