Financial Partners Group (Kansas)’s iShares MSCI EAFE Value ETF EFV Stock Holding History

Financial Partners Group (Kansas)’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 Q4	–	Sell	-6,465	Closed	-$372K	–	184
2024 Q3	$372K	Sell	6,465 -90	-1%	-$4.97K	0.06%	131
2024 Q2	$348K	Buy	6,555 +306	+5%	+$16.6K	0.05%	127
2024 Q1	$340K	Sell	6,249 -810	-11%	-$42.3K	0.05%	131
2023 Q4	$368K	Sell	7,059 -215	-3%	-$10.6K	0.07%	113
2023 Q3	$349K	Buy	7,274 +555	+8%	+$27.5K	0.07%	109
2023 Q2	$334K	Buy	6,719 +2,292	+52%	+$113K	0.07%	111
2023 Q1	$215K	Buy	+4,427	New	+$214K	0.05%	154
2022 Q2	–	Sell	-4,691	Closed	-$236K	–	154
2022 Q1	$236K	Sell	4,691 -298	-6%	-$15.2K	0.05%	146
2021 Q4	$257K	Buy	+4,989	New	+$255K	0.06%	146

Other funds holding EFV

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

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Financial Partners Group (Kansas)'s EFV Position: Q4 2024 in Review

Financial Partners Group (Kansas) sold out of iShares MSCI EAFE Value ETF (EFV) in Q4 2024, closing a stake of 6,465 shares — an estimated $372K sold.

Financial Partners Group (Kansas) first reported a position in EFV in Q4 2021 and held it in 9 quarters. The position peaked at $372K in Q3 2024. 1,010 funds tracked by Wall St. Rank hold EFV as of Q4 2024.

Financial Partners Group (Kansas) reported no remaining iShares MSCI EAFE Value ETF position as of Q4 2024 after selling out during the quarter.
Financial Partners Group (Kansas) sold 6,465 iShares MSCI EAFE Value ETF shares in Q4 2024, an estimated $372K.
Financial Partners Group (Kansas) first reported a position in iShares MSCI EAFE Value ETF in Q4 2021 and held it in 9 quarters.
Financial Partners Group (Kansas)'s iShares MSCI EAFE Value ETF position peaked at $372K in Q3 2024.
1,010 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q4 2024.

Based on Financial Partners Group (Kansas)'s 13F filing for Q4 2024, filed 24 Jan 2025.