HI
EFV icon

Hudock Inc’s iShares MSCI EAFE Value ETF EFV Stock Holding History

Hudock Inc’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
Q4 		– Sell
-267
Closed -$10K – 297
2022
Q3 		$10K Hold
267
– – ﹤0.01% 525
2022
Q2 		$11K Buy
267
+1
+0.4% +$48 ﹤0.01% 508
2022
Q1 		$13K Hold
266
– – ﹤0.01% 508
2021
Q4 		$13K Sell
266
-37
-12% -$1.89K ﹤0.01% 499
2021
Q3 		$15K Hold
303
– – ﹤0.01% 488
2021
Q2 		$15K Hold
303
– – ﹤0.01% 483
2021
Q1 		$15K Sell
303
-622
-67% -$30.9K ﹤0.01% 480
2020
Q4 		$43K Buy
+925
New +$40.8K 0.01% 316
2018
Q2 		– Sell
-791
Closed -$43K – 667
2018
Q1 		$43K Hold
791
– – 0.02% 255
2017
Q4 		$43K Hold
791
– – 0.02% 251
2017
Q3 		$43K Hold
791
– – 0.02% 256
2017
Q2 		$40K Sell
791
-2
-0.3% -$103 0.02% 257
2017
Q1 		$39K Hold
793
– – 0.02% 249
2016
Q4 		$37K Buy
+793
New +$36.8K 0.02% 249
2014
Q4 		– Sell
-63
Closed -$3K – 557
2014
Q3 		$3K Sell
63
-68
-52% -$3.88K ﹤0.01% 492
2014
Q2 		$8K Buy
+131
New +$7.73K 0.01% 425
2014
Q1 		– Sell
-126
Closed -$7K – 562
2013
Q4 		$7K Buy
126
+20
+19% +$1.12K 0.01% 417
2013
Q3 		$6K Buy
106
+45
+74% +$2.34K 0.01% 382
2013
Q2 		$3K Buy
+61
New +$3.13K ﹤0.01% 438

Other funds holding EFV

AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Hudock Inc's EFV Position: Q4 2022 in Review

Hudock Inc sold out of iShares MSCI EAFE Value ETF (EFV) in Q4 2022, closing a stake of 267 shares — an estimated $10K sold.

Hudock Inc first reported a position in EFV in Q2 2013 and held it in 19 quarters. The position peaked at $43K in Q4 2020. 799 funds tracked by Wall St. Rank hold EFV as of Q4 2022.

  • Hudock Inc reported no remaining iShares MSCI EAFE Value ETF position as of Q4 2022 after selling out during the quarter.
  • Hudock Inc sold 267 iShares MSCI EAFE Value ETF shares in Q4 2022, an estimated $10K.
  • Hudock Inc first reported a position in iShares MSCI EAFE Value ETF in Q2 2013 and held it in 19 quarters.
  • Hudock Inc's iShares MSCI EAFE Value ETF position peaked at $43K in Q4 2020.
  • 799 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q4 2022.

Based on Hudock Inc's 13F filing for Q4 2022, filed 8 Feb 2023.