Householder Group Estate & Retirement Specialist’s iShares MSCI EAFE Value ETF EFV Stock Holding History

Householder Group Estate & Retirement Specialist’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 Q4	–	Sell	-751	Closed	-$43K	–	723
2024 Q3	$43K	Hold	751	–	–	0.01%	505
2024 Q2	$39K	Buy	751 +559	+291%	+$30.4K	0.01%	522
2024 Q1	$10.5K	Buy	192 +20	+12%	+$1.04K	﹤0.01%	803
2023 Q4	$8K	Buy	172 +51	+42%	+$2.52K	﹤0.01%	810
2023 Q3	$5.93K	Buy	+121	New	+$5.99K	﹤0.01%	902
2023 Q1	$11K	Buy	+226	New	+$10.9K	﹤0.01%	776
2022 Q4	–	Sell	-613	Closed	-$23K	–	518
2022 Q3	$23K	Buy	+613	New	+$26.1K	0.01%	546

Other funds holding EFV

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.28% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's EFV Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist sold out of iShares MSCI EAFE Value ETF (EFV) in Q4 2024, closing a stake of 751 shares — an estimated $43K sold.

Householder Group Estate & Retirement Specialist first reported a position in EFV in Q3 2022 and held it in 7 quarters. The position peaked at $43K in Q3 2024. 1,015 funds tracked by Wall St. Rank hold EFV as of Q4 2024.

Householder Group Estate & Retirement Specialist reported no remaining iShares MSCI EAFE Value ETF position as of Q4 2024 after selling out during the quarter.
Householder Group Estate & Retirement Specialist sold 751 iShares MSCI EAFE Value ETF shares in Q4 2024, an estimated $43K.
Householder Group Estate & Retirement Specialist first reported a position in iShares MSCI EAFE Value ETF in Q3 2022 and held it in 7 quarters.
Householder Group Estate & Retirement Specialist's iShares MSCI EAFE Value ETF position peaked at $43K in Q3 2024.
1,015 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.