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Freedom Wealth Alliance’s iShares MSCI EAFE Value ETF EFV Stock Holding History

Freedom Wealth Alliance’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
Q1 		– Sell
-72
Closed -$3.3K – 171
2022
Q4 		$3.3K Buy
+72
New +$3.13K ﹤0.01% 368

Other funds holding EFV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
Jane Street
Jane Street New York $777B AUM 61.18% 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
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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Freedom Wealth Alliance's EFV Position: Q1 2023 in Review

Freedom Wealth Alliance sold out of iShares MSCI EAFE Value ETF (EFV) in Q1 2023, closing a stake of 72 shares — an estimated $3.3K sold.

Freedom Wealth Alliance first reported a position in EFV in Q4 2022 and held it in 1 quarter. The position peaked at $3.3K in Q4 2022. 796 funds tracked by Wall St. Rank hold EFV as of Q1 2023.

  • Freedom Wealth Alliance reported no remaining iShares MSCI EAFE Value ETF position as of Q1 2023 after selling out during the quarter.
  • Freedom Wealth Alliance sold 72 iShares MSCI EAFE Value ETF shares in Q1 2023, an estimated $3.3K.
  • Freedom Wealth Alliance first reported a position in iShares MSCI EAFE Value ETF in Q4 2022 and held it in 1 quarter.
  • Freedom Wealth Alliance's iShares MSCI EAFE Value ETF position peaked at $3.3K in Q4 2022.
  • 796 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q1 2023.

Based on Freedom Wealth Alliance's 13F filing for Q1 2023, filed 25 Apr 2023.