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Impact Partnership Wealth’s iShares MSCI EAFE Value ETF EFV Stock Holding History

Impact Partnership Wealth’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
Q1 		– Sell
-133
Closed -$6.93K – 754
2023
Q4 		$6.93K Sell
133
-1,470
-92% -$72.7K ﹤0.01% 544
2023
Q3 		$78.4K Buy
1,603
+962
+150% +$47.6K 0.02% 342
2023
Q2 		$31.4K Buy
+641
New +$31.6K 0.01% 291

Other funds holding EFV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Impact Partnership Wealth's EFV Position: Q1 2024 in Review

Impact Partnership Wealth sold out of iShares MSCI EAFE Value ETF (EFV) in Q1 2024, closing a stake of 133 shares — an estimated $6.93K sold.

Impact Partnership Wealth first reported a position in EFV in Q2 2023 and held it in 3 quarters. The position peaked at $78.4K in Q3 2023. 890 funds tracked by Wall St. Rank hold EFV as of Q1 2024.

  • Impact Partnership Wealth reported no remaining iShares MSCI EAFE Value ETF position as of Q1 2024 after selling out during the quarter.
  • Impact Partnership Wealth sold 133 iShares MSCI EAFE Value ETF shares in Q1 2024, an estimated $6.93K.
  • Impact Partnership Wealth first reported a position in iShares MSCI EAFE Value ETF in Q2 2023 and held it in 3 quarters.
  • Impact Partnership Wealth's iShares MSCI EAFE Value ETF position peaked at $78.4K in Q3 2023.
  • 890 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q1 2024.

Based on Impact Partnership Wealth's 13F filing for Q1 2024, filed 13 May 2024.