CF
EFV icon

Copperwynd Financial’s iShares MSCI EAFE Value ETF EFV Stock Holding History

Copperwynd Financial’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
2018
Q1 		– Sell
-16,103
Closed -$889K – 93
2017
Q4 		$889K Buy
+16,103
New +$884K 0.65% 25

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RIG
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Bank of America
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Wells Fargo
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BCI
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DT
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Copperwynd Financial's EFV Position: Q1 2018 in Review

Copperwynd Financial sold out of iShares MSCI EAFE Value ETF (EFV) in Q1 2018, closing a stake of 16,103 shares — an estimated $889K sold.

Copperwynd Financial first reported a position in EFV in Q4 2017 and held it in 1 quarter. The position peaked at $889K in Q4 2017. 322 funds tracked by Wall St. Rank hold EFV as of Q1 2018.

  • Copperwynd Financial reported no remaining iShares MSCI EAFE Value ETF position as of Q1 2018 after selling out during the quarter.
  • Copperwynd Financial sold 16,103 iShares MSCI EAFE Value ETF shares in Q1 2018, an estimated $889K.
  • Copperwynd Financial first reported a position in iShares MSCI EAFE Value ETF in Q4 2017 and held it in 1 quarter.
  • Copperwynd Financial's iShares MSCI EAFE Value ETF position peaked at $889K in Q4 2017.
  • 322 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q1 2018.

Based on Copperwynd Financial's 13F filing for Q1 2018, filed 27 Apr 2018.