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

Halpern Financial’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
2020
Q1 		– Sell
-37
Closed -$1.85K – 167
2019
Q4 		$1.85K Buy
+37
New +$1.81K ﹤0.01% 167

Other funds holding EFV

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
FT
Fiduciary Trust Boston, Massachusetts $8.46B AUM 21.38% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
MIS
Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Halpern Financial's EFV Position: Q1 2020 in Review

Halpern Financial sold out of iShares MSCI EAFE Value ETF (EFV) in Q1 2020, closing a stake of 37 shares — an estimated $1.85K sold.

Halpern Financial first reported a position in EFV in Q4 2019 and held it in 1 quarter. The position peaked at $1.85K in Q4 2019. 348 funds tracked by Wall St. Rank hold EFV as of Q1 2020.

  • Halpern Financial reported no remaining iShares MSCI EAFE Value ETF position as of Q1 2020 after selling out during the quarter.
  • Halpern Financial sold 37 iShares MSCI EAFE Value ETF shares in Q1 2020, an estimated $1.85K.
  • Halpern Financial first reported a position in iShares MSCI EAFE Value ETF in Q4 2019 and held it in 1 quarter.
  • Halpern Financial's iShares MSCI EAFE Value ETF position peaked at $1.85K in Q4 2019.
  • 348 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q1 2020.

Based on Halpern Financial's 13F filing for Q1 2020, filed 21 Sep 2023.