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Founders Bank & Trust’s iShares MSCI EAFE Value ETF EFV Stock Holding History

Founders Bank & Trust’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
2014
Q4 		$27K Hold
513
– – 0.01% 219
2014
Q3 		$28K Hold
513
– – 0.02% 206
2014
Q2 		$30K Hold
513
– – 0.02% 203
2014
Q1 		$30K Hold
513
– – 0.02% 195
2013
Q4 		$28K Buy
513
+338
+193% +$18.9K 0.02% 208
2013
Q3 		$9K Hold
175
– – ﹤0.01% 274
2013
Q2 		$8K Buy
+175
New +$8.99K ﹤0.01% 267

Other funds holding EFV

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $88.9B AUM 38.03% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
EA
Efficient Advisors Mason, Ohio $1.41B AUM 13.81% 1-Year Est. Return

Founders Bank & Trust's EFV Position: Q4 2014 in Review

Founders Bank & Trust held its iShares MSCI EAFE Value ETF (EFV) position steady in Q4 2014 at 513 shares worth $27K. The position accounts for 0.01% of the portfolio, ranked #219.

Founders Bank & Trust first reported a position in EFV in Q2 2013 and has held it in 7 quarters since. The position peaked at $30K in Q2 2014. 177 funds tracked by Wall St. Rank hold EFV as of Q4 2014.

  • Founders Bank & Trust held 513 shares of iShares MSCI EAFE Value ETF worth $27K as of Q4 2014.
  • Founders Bank & Trust left its iShares MSCI EAFE Value ETF share count unchanged in Q4 2014.
  • iShares MSCI EAFE Value ETF made up 0.01% of Founders Bank & Trust's portfolio in Q4 2014, its #219 holding.
  • Founders Bank & Trust first reported a position in iShares MSCI EAFE Value ETF in Q2 2013 and has held it in 7 quarters since.
  • Founders Bank & Trust's iShares MSCI EAFE Value ETF position peaked at $30K in Q2 2014.
  • 177 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q4 2014.

Based on Founders Bank & Trust's 13F filing for Q4 2014, filed 9 Feb 2015.