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

HC Financial Advisors’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
2022 Q2	$27K	Hold	630	–	–	0.02%	164
2022 Q1	$32K	Sell	630 -380	-38%	-$19.3K	0.02%	161
2021 Q4	$51K	Hold	1,010	–	–	0.03%	139
2021 Q3	$51K	Hold	1,010	–	–	0.03%	128
2021 Q2	$52K	Hold	1,010	–	–	0.03%	129
2021 Q1	$51K	Hold	1,010	–	–	0.03%	129
2020 Q4	$48K	Sell	1,010 -792	-44%	-$34.9K	0.03%	139
2020 Q3	$73K	Sell	1,802 -26,425	-94%	-$1.09M	0.05%	101
2020 Q2	$1.13M	Hold	28,227	–	–	0.88%	40
2020 Q1	$1.01M	Sell	28,227 -495	-2%	-$22K	0.9%	40
2019 Q4	$1.43M	Hold	28,722	–	–	1.13%	39
2019 Q3	$1.36M	Sell	28,722 -2,068	-7%	-$96.4K	1.17%	37
2019 Q2	$1.48M	Sell	30,790 -248	-0.8%	-$12.1K	1.48%	33
2019 Q1	$1.52M	Buy	+31,038	New	+$1.49M	1.59%	33

Other funds holding EFV

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

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

HC Financial Advisors's EFV Position: Q2 2022 in Review

HC Financial Advisors held its iShares MSCI EAFE Value ETF (EFV) position steady in Q2 2022 at 630 shares worth $27K. The position accounts for 0.02% of the portfolio, ranked #164.

HC Financial Advisors first reported a position in EFV in Q1 2019 and has held it in 14 quarters since. The position peaked at $1.52M in Q1 2019. 719 funds tracked by Wall St. Rank hold EFV as of Q2 2022.

HC Financial Advisors held 630 shares of iShares MSCI EAFE Value ETF worth $27K as of Q2 2022.
HC Financial Advisors left its iShares MSCI EAFE Value ETF share count unchanged in Q2 2022.
iShares MSCI EAFE Value ETF made up 0.02% of HC Financial Advisors's portfolio in Q2 2022, its #164 holding.
HC Financial Advisors first reported a position in iShares MSCI EAFE Value ETF in Q1 2019 and has held it in 14 quarters since.
HC Financial Advisors's iShares MSCI EAFE Value ETF position peaked at $1.52M in Q1 2019.
719 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q2 2022.

Based on HC Financial Advisors's 13F filing for Q2 2022, filed 25 Jul 2022.