EWM
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Executive Wealth Management’s iShares MSCI EAFE Value ETF EFV Stock Holding History

Executive Wealth Management’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
2019
Q3 		– Sell
-74
Closed -$4K – 321
2019
Q2 		$4K Buy
74
+2
+3% +$98 ﹤0.01% 742
2019
Q1 		$4K Hold
72
– – ﹤0.01% 670
2018
Q4 		$3K Buy
+72
New +$3.47K ﹤0.01% 725

Other funds holding EFV

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
FT
Fiduciary Trust Boston, Massachusetts $8.46B AUM 21.38% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Executive Wealth Management's EFV Position: Q3 2019 in Review

Executive Wealth Management sold out of iShares MSCI EAFE Value ETF (EFV) in Q3 2019, closing a stake of 74 shares — an estimated $4K sold.

Executive Wealth Management first reported a position in EFV in Q4 2018 and held it in 3 quarters. The position peaked at $4K in Q2 2019. 332 funds tracked by Wall St. Rank hold EFV as of Q3 2019.

  • Executive Wealth Management reported no remaining iShares MSCI EAFE Value ETF position as of Q3 2019 after selling out during the quarter.
  • Executive Wealth Management sold 74 iShares MSCI EAFE Value ETF shares in Q3 2019, an estimated $4K.
  • Executive Wealth Management first reported a position in iShares MSCI EAFE Value ETF in Q4 2018 and held it in 3 quarters.
  • Executive Wealth Management's iShares MSCI EAFE Value ETF position peaked at $4K in Q2 2019.
  • 332 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q3 2019.

Based on Executive Wealth Management's 13F filing for Q3 2019, filed 30 Oct 2019.