Gunma Bank’s iShares MSCI EAFE Value ETF EFV Stock Holding History

Gunma Bank’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	-40,000	Closed	-$1.83M	–	41
2022 Q4	$1.83M	Hold	40,000	–	–	0.91%	38
2022 Q3	$1.54M	Hold	40,000	–	–	0.94%	39
2022 Q2	$1.74M	Buy	+40,000	New	+$1.9M	0.74%	43
2022 Q1	–	Sell	-40,000	Closed	-$2.02M	–	12
2021 Q4	$2.02M	Buy	+40,000	New	+$2.04M	1.76%	36

Other funds holding EFV

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 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

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

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

Gunma Bank's EFV Position: Q1 2023 in Review

Gunma Bank sold out of iShares MSCI EAFE Value ETF (EFV) in Q1 2023, closing a stake of 40,000 shares — an estimated $1.83M sold.

Gunma Bank first reported a position in EFV in Q4 2021 and held it in 4 quarters. The position peaked at $2.02M in Q4 2021. 798 funds tracked by Wall St. Rank hold EFV as of Q1 2023.

Gunma Bank reported no remaining iShares MSCI EAFE Value ETF position as of Q1 2023 after selling out during the quarter.
Gunma Bank sold 40,000 iShares MSCI EAFE Value ETF shares in Q1 2023, an estimated $1.83M.
Gunma Bank first reported a position in iShares MSCI EAFE Value ETF in Q4 2021 and held it in 4 quarters.
Gunma Bank's iShares MSCI EAFE Value ETF position peaked at $2.02M in Q4 2021.
798 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q1 2023.

Based on Gunma Bank's 13F filing for Q1 2023, filed 20 Apr 2023.