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Gary Goldberg Planning Services’s iShares MSCI EAFE Value ETF EFV Stock Holding History

Gary Goldberg Planning 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
2014
Q2 		– Sell
-1
Closed – – 413
2014
Q1 		$0 Buy
+1
New +$56 ﹤0.01% 403

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Natixis Advisors
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PNC Financial Services Group
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US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Gary Goldberg Planning Services's EFV Position: Q2 2014 in Review

Gary Goldberg Planning Services sold out of iShares MSCI EAFE Value ETF (EFV) in Q2 2014, closing a stake of 1 share.

Gary Goldberg Planning Services first reported a position in EFV in Q1 2014 and held it in 1 quarter. The position peaked at $0 in Q1 2014. 166 funds tracked by Wall St. Rank hold EFV as of Q2 2014.

  • Gary Goldberg Planning Services reported no remaining iShares MSCI EAFE Value ETF position as of Q2 2014 after selling out during the quarter.
  • Gary Goldberg Planning Services sold 1 iShares MSCI EAFE Value ETF share in Q2 2014.
  • Gary Goldberg Planning Services first reported a position in iShares MSCI EAFE Value ETF in Q1 2014 and held it in 1 quarter.
  • Gary Goldberg Planning Services's iShares MSCI EAFE Value ETF position peaked at $0 in Q1 2014.
  • 166 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q2 2014.

Based on Gary Goldberg Planning Services's 13F filing for Q2 2014, filed 6 Aug 2014.