GYL Financial Synergies’s iShares MSCI EAFE Value ETF EFV Stock Holding History

GYL Financial Synergies’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
2024 Q3	$440K	Sell	7,648 -155	-2%	-$8.56K	0.03%	254
2024 Q2	$414K	Hold	7,803	–	–	0.03%	257
2024 Q1	$424K	Hold	7,803	–	–	0.03%	260
2023 Q4	$407K	Buy	7,803 +152	+2%	+$7.52K	0.03%	262
2023 Q3	$374K	Hold	7,651	–	–	0.04%	259
2023 Q2	$374K	Hold	7,651	–	–	0.03%	263
2023 Q1	$371K	Hold	7,651	–	–	0.04%	218
2022 Q4	$351K	Hold	7,651	–	–	0.08%	165
2022 Q3	$295K	Hold	7,651	–	–	0.08%	155
2022 Q2	$332K	Buy	7,651 +3,398	+80%	+$162K	0.09%	140
2022 Q1	$214K	Hold	4,253	–	–	0.05%	195
2021 Q4	$214K	Hold	4,253	–	–	0.06%	195
2021 Q3	$216K	Buy	4,253 +155	+4%	+$8.03K	0.11%	177
2021 Q2	$212K	Hold	4,098	–	–	0.11%	175
2021 Q1	$209K	Buy	+4,098	New	+$204K	0.12%	171

Other funds holding EFV

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

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

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

JP Morgan Chase New York $1.81T AUM 41.13% 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

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

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

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

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

GYL Financial Synergies's EFV Position: Q3 2024 in Review

GYL Financial Synergies reduced its iShares MSCI EAFE Value ETF (EFV) stake by 2% in Q3 2024, selling an estimated $8.56K and leaving 7,648 shares worth $440K. The position accounts for 0.03% of the portfolio, ranked #254.

GYL Financial Synergies first reported a position in EFV in Q1 2021 and has held it in 15 quarters since. 957 funds tracked by Wall St. Rank hold EFV as of Q3 2024.

GYL Financial Synergies held 7,648 shares of iShares MSCI EAFE Value ETF worth $440K as of Q3 2024.
GYL Financial Synergies sold 155 iShares MSCI EAFE Value ETF shares in Q3 2024, an estimated $8.56K.
iShares MSCI EAFE Value ETF made up 0.03% of GYL Financial Synergies's portfolio in Q3 2024, its #254 holding.
GYL Financial Synergies first reported a position in iShares MSCI EAFE Value ETF in Q1 2021 and has held it in 15 quarters since.
957 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q3 2024.

Based on GYL Financial Synergies's 13F filing for Q3 2024, filed 7 Nov 2024.