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

FFT 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
2024 Q2	–	Sell	-3,850	Closed	-$209K	–	160
2024 Q1	$209K	Hold	3,850	–	–	0.02%	146
2023 Q4	$201K	Buy	+3,850	New	+$191K	0.02%	132
2018 Q4	–	Sell	-3,991	Closed	-$207K	–	35
2018 Q3	$207K	Hold	3,991	–	–	0.08%	33
2018 Q2	$205K	Sell	3,991 -340	-8%	-$18.6K	0.08%	34
2018 Q1	$236K	Hold	4,331	–	–	0.09%	32
2017 Q4	$239K	Buy	4,331 +61	+1%	+$3.35K	0.09%	31
2017 Q3	$233K	Hold	4,270	–	–	0.1%	29
2017 Q2	$221K	Buy	4,270 +96	+2%	+$4.96K	0.07%	78
2017 Q1	$210K	Buy	+4,174	New	+$205K	0.07%	80

Other funds holding EFV

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

FFT Wealth Management's EFV Position: Q2 2024 in Review

FFT Wealth Management sold out of iShares MSCI EAFE Value ETF (EFV) in Q2 2024, closing a stake of 3,850 shares — an estimated $209K sold.

FFT Wealth Management first reported a position in EFV in Q1 2017 and held it in 9 quarters. The position peaked at $239K in Q4 2017. 900 funds tracked by Wall St. Rank hold EFV as of Q2 2024.

FFT Wealth Management reported no remaining iShares MSCI EAFE Value ETF position as of Q2 2024 after selling out during the quarter.
FFT Wealth Management sold 3,850 iShares MSCI EAFE Value ETF shares in Q2 2024, an estimated $209K.
FFT Wealth Management first reported a position in iShares MSCI EAFE Value ETF in Q1 2017 and held it in 9 quarters.
FFT Wealth Management's iShares MSCI EAFE Value ETF position peaked at $239K in Q4 2017.
900 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q2 2024.

Based on FFT Wealth Management's 13F filing for Q2 2024, filed 1 Aug 2024.