EisnerAmper Wealth Management Corporate Benefits’s iShares MSCI EAFE Value ETF EFV Stock Holding History
Bought
Maintained
Sold
Other funds holding EFV
EisnerAmper Wealth Management Corporate Benefits's EFV Position: Q4 2023 in Review
EisnerAmper Wealth Management Corporate Benefits reduced its iShares MSCI EAFE Value ETF (EFV) stake by 3.9% in Q4 2023, selling an estimated $238K and leaving 117,288 shares worth $6.11M. The position accounts for 2.23% of the portfolio, ranked #13.
EisnerAmper Wealth Management Corporate Benefits first reported a position in EFV in Q2 2023 and has held it in 3 quarters since. 891 funds tracked by Wall St. Rank hold EFV as of Q4 2023.
- EisnerAmper Wealth Management Corporate Benefits held 117,288 shares of iShares MSCI EAFE Value ETF worth $6.11M as of Q4 2023.
- EisnerAmper Wealth Management Corporate Benefits sold 4,802 iShares MSCI EAFE Value ETF shares in Q4 2023, an estimated $238K.
- iShares MSCI EAFE Value ETF made up 2.23% of EisnerAmper Wealth Management Corporate Benefits's portfolio in Q4 2023, its #13 holding.
- EisnerAmper Wealth Management Corporate Benefits first reported a position in iShares MSCI EAFE Value ETF in Q2 2023 and has held it in 3 quarters since.
- 891 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q4 2023.
Based on EisnerAmper Wealth Management Corporate Benefits's 13F filing for Q4 2023, filed 3 Jan 2024.