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Edge Advisors’s iShares MSCI EAFE Value ETF EFV Stock Holding History

Edge Advisors’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
Q2 		$28K Hold
554
– – ﹤0.01% 588
2018
Q1 		$30K Hold
554
– – ﹤0.01% 593
2017
Q4 		$30K Hold
554
– – ﹤0.01% 614
2017
Q3 		$30K Hold
554
– – ﹤0.01% 592
2017
Q2 		$28K Buy
+554
New +$28.6K ﹤0.01% 605

Other funds holding EFV

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
DT
Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return

Edge Advisors's EFV Position: Q2 2018 in Review

Edge Advisors held its iShares MSCI EAFE Value ETF (EFV) position steady in Q2 2018 at 554 shares worth $28K. The position accounts for ﹤0.01% of the portfolio, ranked #588.

Edge Advisors first reported a position in EFV in Q2 2017 and has held it in 5 quarters since. The position peaked at $30K in Q1 2018. 313 funds tracked by Wall St. Rank hold EFV as of Q2 2018.

  • Edge Advisors held 554 shares of iShares MSCI EAFE Value ETF worth $28K as of Q2 2018.
  • Edge Advisors left its iShares MSCI EAFE Value ETF share count unchanged in Q2 2018.
  • iShares MSCI EAFE Value ETF made up ﹤0.01% of Edge Advisors's portfolio in Q2 2018, its #588 holding.
  • Edge Advisors first reported a position in iShares MSCI EAFE Value ETF in Q2 2017 and has held it in 5 quarters since.
  • Edge Advisors's iShares MSCI EAFE Value ETF position peaked at $30K in Q1 2018.
  • 313 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q2 2018.

Based on Edge Advisors's 13F filing for Q2 2018, filed 14 Aug 2018.