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FourThought Financial’s iShares MSCI EAFE Value ETF EFV Stock Holding History

FourThought Financial’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
2022
Q3 		$36K Hold
945
– – 0.01% 703
2022
Q2 		$41K Buy
+945
New +$45K 0.01% 660

Other funds holding EFV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

FourThought Financial's EFV Position: Q3 2022 in Review

FourThought Financial held its iShares MSCI EAFE Value ETF (EFV) position steady in Q3 2022 at 945 shares worth $36K. The position accounts for 0.01% of the portfolio, ranked #703.

FourThought Financial first reported a position in EFV in Q2 2022 and has held it in 2 quarters since. The position peaked at $41K in Q2 2022. 699 funds tracked by Wall St. Rank hold EFV as of Q3 2022.

  • FourThought Financial held 945 shares of iShares MSCI EAFE Value ETF worth $36K as of Q3 2022.
  • FourThought Financial left its iShares MSCI EAFE Value ETF share count unchanged in Q3 2022.
  • iShares MSCI EAFE Value ETF made up 0.01% of FourThought Financial's portfolio in Q3 2022, its #703 holding.
  • FourThought Financial first reported a position in iShares MSCI EAFE Value ETF in Q2 2022 and has held it in 2 quarters since.
  • FourThought Financial's iShares MSCI EAFE Value ETF position peaked at $41K in Q2 2022.
  • 699 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q3 2022.

Based on FourThought Financial's 13F filing for Q3 2022, filed 21 Nov 2022.