GAM
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Grandview Asset Management’s iShares MSCI EAFE Value ETF EFV Stock Holding History

Grandview Asset Management’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
2021
Q2 		– Sell
-853
Closed -$43K – 207
2021
Q1 		$43K Buy
+853
New +$42.4K 0.02% 220

Other funds holding EFV

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Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Grandview Asset Management's EFV Position: Q2 2021 in Review

Grandview Asset Management sold out of iShares MSCI EAFE Value ETF (EFV) in Q2 2021, closing a stake of 853 shares — an estimated $43K sold.

Grandview Asset Management first reported a position in EFV in Q1 2021 and held it in 1 quarter. The position peaked at $43K in Q1 2021. 599 funds tracked by Wall St. Rank hold EFV as of Q2 2021.

  • Grandview Asset Management reported no remaining iShares MSCI EAFE Value ETF position as of Q2 2021 after selling out during the quarter.
  • Grandview Asset Management sold 853 iShares MSCI EAFE Value ETF shares in Q2 2021, an estimated $43K.
  • Grandview Asset Management first reported a position in iShares MSCI EAFE Value ETF in Q1 2021 and held it in 1 quarter.
  • Grandview Asset Management's iShares MSCI EAFE Value ETF position peaked at $43K in Q1 2021.
  • 599 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q2 2021.

Based on Grandview Asset Management's 13F filing for Q2 2021, filed 21 Jul 2021.