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HBW Advisory Services’s iShares MSCI EAFE Value ETF EFV Stock Holding History

HBW Advisory Services’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
Q2 		– Sell
-4,997
Closed -$255K – 255
2021
Q1 		$255K Buy
+4,997
New +$248K 0.07% 200

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Morgan Stanley
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BlackRock
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LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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

HBW Advisory Services's EFV Position: Q2 2021 in Review

HBW Advisory Services sold out of iShares MSCI EAFE Value ETF (EFV) in Q2 2021, closing a stake of 4,997 shares — an estimated $255K sold.

HBW Advisory Services first reported a position in EFV in Q1 2021 and held it in 1 quarter. The position peaked at $255K in Q1 2021. 599 funds tracked by Wall St. Rank hold EFV as of Q2 2021.

  • HBW Advisory Services reported no remaining iShares MSCI EAFE Value ETF position as of Q2 2021 after selling out during the quarter.
  • HBW Advisory Services sold 4,997 iShares MSCI EAFE Value ETF shares in Q2 2021, an estimated $255K.
  • HBW Advisory Services first reported a position in iShares MSCI EAFE Value ETF in Q1 2021 and held it in 1 quarter.
  • HBW Advisory Services's iShares MSCI EAFE Value ETF position peaked at $255K in Q1 2021.
  • 599 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q2 2021.

Based on HBW Advisory Services's 13F filing for Q2 2021, filed 15 Jul 2021.