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

CRA Financial Services’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 Q4	–	Sell	-5,387	Closed	-$310K	–	274
2024 Q3	$310K	Hold	5,387	–	–	0.06%	193
2024 Q2	$286K	Hold	5,387	–	–	0.06%	190
2024 Q1	$293K	Hold	5,387	–	–	0.06%	181
2023 Q4	$281K	Hold	5,387	–	–	0.07%	174
2023 Q3	$264K	Hold	5,387	–	–	0.07%	166
2023 Q2	$264K	Hold	5,387	–	–	0.07%	167
2023 Q1	$261K	Hold	5,387	–	–	0.08%	159
2022 Q4	$247K	Sell	5,387 -55	-1%	-$2.39K	0.08%	166
2022 Q3	$210K	Buy	5,442 +55	+1%	+$2.35K	0.08%	179
2022 Q2	$234K	Hold	5,387	–	–	0.08%	168
2022 Q1	$271K	Hold	5,387	–	–	0.08%	163
2021 Q4	$271K	Hold	5,387	–	–	0.08%	173
2021 Q3	$274K	Hold	5,387	–	–	0.09%	156
2021 Q2	$279K	Hold	5,387	–	–	0.1%	152
2021 Q1	$275K	Hold	5,387	–	–	0.11%	138
2020 Q4	$254K	Hold	5,387	–	–	0.11%	129
2020 Q3	$217K	Hold	5,387	–	–	0.1%	128
2020 Q2	$215K	Sell	5,387 -1,069	-17%	-$40.8K	0.11%	126
2020 Q1	$230K	Sell	6,456 -3,050	-32%	-$136K	0.15%	113
2019 Q4	$475K	Buy	9,506 +20	+0.2%	+$980	0.26%	80
2019 Q3	$449K	Hold	9,486	–	–	0.27%	79
2019 Q2	$456K	Buy	9,486 +29	+0.3%	+$1.42K	0.27%	77
2019 Q1	$462K	Sell	9,457 -54,323	-85%	-$2.61M	0.3%	76
2018 Q4	$2.88M	Buy	+63,780	New	+$3.07M	2.08%	12

Other funds holding EFV

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

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

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

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

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

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

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

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 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

CRA Financial Services's EFV Position: Q4 2024 in Review

CRA Financial Services sold out of iShares MSCI EAFE Value ETF (EFV) in Q4 2024, closing a stake of 5,387 shares — an estimated $310K sold.

CRA Financial Services first reported a position in EFV in Q4 2018 and held it in 24 quarters. The position peaked at $2.88M in Q4 2018. 1,010 funds tracked by Wall St. Rank hold EFV as of Q4 2024.

CRA Financial Services reported no remaining iShares MSCI EAFE Value ETF position as of Q4 2024 after selling out during the quarter.
CRA Financial Services sold 5,387 iShares MSCI EAFE Value ETF shares in Q4 2024, an estimated $310K.
CRA Financial Services first reported a position in iShares MSCI EAFE Value ETF in Q4 2018 and held it in 24 quarters.
CRA Financial Services's iShares MSCI EAFE Value ETF position peaked at $2.88M in Q4 2018.
1,010 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q4 2024.

Based on CRA Financial Services's 13F filing for Q4 2024, filed 31 Jan 2025.