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Hanson & Doremus Investment Management’s iShares MSCI EAFE Value ETF EFV Stock Holding History

Hanson & Doremus Investment 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
2024
Q1 		– Sell
-87
Closed -$5K – 488
2023
Q4 		$5K Buy
+87
New +$4.3K ﹤0.01% 429

Other funds holding EFV

Envestnet Asset Management
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Hanson & Doremus Investment Management's EFV Position: Q1 2024 in Review

Hanson & Doremus Investment Management sold out of iShares MSCI EAFE Value ETF (EFV) in Q1 2024, closing a stake of 87 shares — an estimated $5K sold.

Hanson & Doremus Investment Management first reported a position in EFV in Q4 2023 and held it in 1 quarter. The position peaked at $5K in Q4 2023. 891 funds tracked by Wall St. Rank hold EFV as of Q1 2024.

  • Hanson & Doremus Investment Management reported no remaining iShares MSCI EAFE Value ETF position as of Q1 2024 after selling out during the quarter.
  • Hanson & Doremus Investment Management sold 87 iShares MSCI EAFE Value ETF shares in Q1 2024, an estimated $5K.
  • Hanson & Doremus Investment Management first reported a position in iShares MSCI EAFE Value ETF in Q4 2023 and held it in 1 quarter.
  • Hanson & Doremus Investment Management's iShares MSCI EAFE Value ETF position peaked at $5K in Q4 2023.
  • 891 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q1 2024.

Based on Hanson & Doremus Investment Management's 13F filing for Q1 2024, filed 22 Apr 2024.