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Hayden Royal’s iShares MSCI EAFE Value ETF EFV Stock Holding History

Hayden Royal’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
Q4 		$245K Hold
4,843
– – 0.57% 57
2021
Q3 		$246K Sell
4,843
-81
-2% -$4.2K 0.4% 69
2021
Q2 		$255K Buy
4,924
+137
+3% +$7.25K 0.14% 157
2021
Q1 		$244K Buy
+4,787
New +$238K 0.14% 162

Other funds holding EFV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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

Hayden Royal's EFV Position: Q4 2021 in Review

Hayden Royal held its iShares MSCI EAFE Value ETF (EFV) position steady in Q4 2021 at 4,843 shares worth $245K. The position accounts for 0.57% of the portfolio, ranked #57.

Hayden Royal first reported a position in EFV in Q1 2021 and has held it in 4 quarters since. The position peaked at $255K in Q2 2021. 710 funds tracked by Wall St. Rank hold EFV as of Q4 2021.

  • Hayden Royal held 4,843 shares of iShares MSCI EAFE Value ETF worth $245K as of Q4 2021.
  • Hayden Royal left its iShares MSCI EAFE Value ETF share count unchanged in Q4 2021.
  • iShares MSCI EAFE Value ETF made up 0.57% of Hayden Royal's portfolio in Q4 2021, its #57 holding.
  • Hayden Royal first reported a position in iShares MSCI EAFE Value ETF in Q1 2021 and has held it in 4 quarters since.
  • Hayden Royal's iShares MSCI EAFE Value ETF position peaked at $255K in Q2 2021.
  • 710 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q4 2021.

Based on Hayden Royal's 13F filing for Q4 2021, filed 7 Feb 2022.