First Capital Advisors Group’s iShares MSCI EAFE Value ETF EFV Stock Holding History

First Capital Advisors Group’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
2023 Q2	$14.3K	Hold	293	–	–	0.01%	477
2023 Q1	$14.2K	Hold	293	–	–	0.01%	184
2022 Q4	$13.4K	Hold	293	–	–	0.01%	198
2022 Q3	$11K	Buy	+293	New	+$12.5K	0.01%	184
2018 Q2	–	Sell	-293	Closed	-$16K	–	329
2018 Q1	$16K	Buy	+293	New	+$16.4K	0.01%	469

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

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

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

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

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

First Capital Advisors Group's EFV Position: Q2 2023 in Review

First Capital Advisors Group held its iShares MSCI EAFE Value ETF (EFV) position steady in Q2 2023 at 293 shares worth $14.3K. The position accounts for 0.01% of the portfolio, ranked #477.

First Capital Advisors Group first reported a position in EFV in Q1 2018 and has held it in 5 quarters since. The position peaked at $16K in Q1 2018. 809 funds tracked by Wall St. Rank hold EFV as of Q2 2023.

First Capital Advisors Group held 293 shares of iShares MSCI EAFE Value ETF worth $14.3K as of Q2 2023.
First Capital Advisors Group left its iShares MSCI EAFE Value ETF share count unchanged in Q2 2023.
iShares MSCI EAFE Value ETF made up 0.01% of First Capital Advisors Group's portfolio in Q2 2023, its #477 holding.
First Capital Advisors Group first reported a position in iShares MSCI EAFE Value ETF in Q1 2018 and has held it in 5 quarters since.
First Capital Advisors Group's iShares MSCI EAFE Value ETF position peaked at $16K in Q1 2018.
809 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q2 2023.

Based on First Capital Advisors Group's 13F filing for Q2 2023, filed 15 Aug 2023.