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IBEX Wealth Advisors’s iShares MSCI EAFE Value ETF EFV Stock Holding History

IBEX Wealth 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
2017
Q1 		– Sell
-1,835
Closed -$89K – 155
2016
Q4 		$89K Buy
+1,835
New +$85.3K 0.04% 144

Other funds holding EFV

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 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
DT
Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

IBEX Wealth Advisors's EFV Position: Q1 2017 in Review

IBEX Wealth Advisors sold out of iShares MSCI EAFE Value ETF (EFV) in Q1 2017, closing a stake of 1,835 shares — an estimated $89K sold.

IBEX Wealth Advisors first reported a position in EFV in Q4 2016 and held it in 1 quarter. The position peaked at $89K in Q4 2016. 236 funds tracked by Wall St. Rank hold EFV as of Q1 2017.

  • IBEX Wealth Advisors reported no remaining iShares MSCI EAFE Value ETF position as of Q1 2017 after selling out during the quarter.
  • IBEX Wealth Advisors sold 1,835 iShares MSCI EAFE Value ETF shares in Q1 2017, an estimated $89K.
  • IBEX Wealth Advisors first reported a position in iShares MSCI EAFE Value ETF in Q4 2016 and held it in 1 quarter.
  • IBEX Wealth Advisors's iShares MSCI EAFE Value ETF position peaked at $89K in Q4 2016.
  • 236 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q1 2017.

Based on IBEX Wealth Advisors's 13F filing for Q1 2017, filed 25 May 2017.