Ellevest Inc’s iShares MSCI EAFE Value ETF EFV Stock Holding History

Ellevest Inc’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
2021 Q2	–	Sell	-32	Closed	-$2K	–	1304
2021 Q1	$2K	Buy	+32	New	+$1.59K	﹤0.01%	1049

Other funds holding EFV

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

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

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

BlackRock New York $5.72T AUM 30.48% 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

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

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

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

Ellevest Inc's EFV Position: Q2 2021 in Review

Ellevest Inc sold out of iShares MSCI EAFE Value ETF (EFV) in Q2 2021, closing a stake of 32 shares — an estimated $2K sold.

Ellevest Inc first reported a position in EFV in Q1 2021 and held it in 1 quarter. The position peaked at $2K in Q1 2021. 599 funds tracked by Wall St. Rank hold EFV as of Q2 2021.

Ellevest Inc reported no remaining iShares MSCI EAFE Value ETF position as of Q2 2021 after selling out during the quarter.
Ellevest Inc sold 32 iShares MSCI EAFE Value ETF shares in Q2 2021, an estimated $2K.
Ellevest Inc first reported a position in iShares MSCI EAFE Value ETF in Q1 2021 and held it in 1 quarter.
Ellevest Inc's iShares MSCI EAFE Value ETF position peaked at $2K in Q1 2021.
599 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q2 2021.

Based on Ellevest Inc's 13F filing for Q2 2021, filed 13 Jul 2021.