FWM
EFV icon

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
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return