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Independent Solutions Wealth Management’s iShares MSCI EAFE Value ETF EFV Stock Holding History

Independent Solutions Wealth Management’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
2023
Q3 		– Sell
-4,291
Closed -$210K – 208
2023
Q2 		$210K Sell
4,291
-259
-6% -$12.8K 0.05% 211
2023
Q1 		$221K Sell
4,550
-1,348
-23% -$65.2K 0.07% 196
2022
Q4 		$271K Buy
+5,898
New +$256K 0.08% 177

Other funds holding EFV

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Independent Solutions Wealth Management's EFV Position: Q3 2023 in Review

Independent Solutions Wealth Management sold out of iShares MSCI EAFE Value ETF (EFV) in Q3 2023, closing a stake of 4,291 shares — an estimated $210K sold.

Independent Solutions Wealth Management first reported a position in EFV in Q4 2022 and held it in 3 quarters. The position peaked at $271K in Q4 2022. 828 funds tracked by Wall St. Rank hold EFV as of Q3 2023.

  • Independent Solutions Wealth Management reported no remaining iShares MSCI EAFE Value ETF position as of Q3 2023 after selling out during the quarter.
  • Independent Solutions Wealth Management sold 4,291 iShares MSCI EAFE Value ETF shares in Q3 2023, an estimated $210K.
  • Independent Solutions Wealth Management first reported a position in iShares MSCI EAFE Value ETF in Q4 2022 and held it in 3 quarters.
  • Independent Solutions Wealth Management's iShares MSCI EAFE Value ETF position peaked at $271K in Q4 2022.
  • 828 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q3 2023.

Based on Independent Solutions Wealth Management's 13F filing for Q3 2023, filed 19 Dec 2024.