Gallagher Benefit Services’s iShares MSCI EAFE Value ETF EFV Stock Holding History

Gallagher Benefit Services’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 Q4	$504K	Buy	+10,976	New	+$476K	0.11%	110

Other funds holding EFV

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Gallagher Benefit Services's EFV Position: Q4 2022 in Review

Gallagher Benefit Services opened a new position in iShares MSCI EAFE Value ETF (EFV) in Q4 2022: 10,976 shares worth $504K. The stake represents 0.11% of the portfolio and ranks #110 among its holdings.

801 funds tracked by Wall St. Rank hold EFV as of Q4 2022.

Gallagher Benefit Services held 10,976 shares of iShares MSCI EAFE Value ETF worth $504K as of Q4 2022.
iShares MSCI EAFE Value ETF was a new Gallagher Benefit Services position in Q4 2022.
iShares MSCI EAFE Value ETF made up 0.11% of Gallagher Benefit Services's portfolio in Q4 2022, its #110 holding.
801 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q4 2022.

Based on Gallagher Benefit Services's 13F filing for Q4 2022, filed 27 Feb 2023.