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Insigneo Advisory Services’s iShares MSCI EAFE Value ETF EFV Stock Holding History

Insigneo Advisory Services’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
-3,921
Closed -$226K – 644
2024
Q3 		$226K Buy
+3,921
New +$217K 0.02% 522

Other funds holding EFV

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Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 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
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Insigneo Advisory Services's EFV Position: Q4 2024 in Review

Insigneo Advisory Services sold out of iShares MSCI EAFE Value ETF (EFV) in Q4 2024, closing a stake of 3,921 shares — an estimated $226K sold.

Insigneo Advisory Services first reported a position in EFV in Q3 2024 and held it in 1 quarter. The position peaked at $226K in Q3 2024. 1,010 funds tracked by Wall St. Rank hold EFV as of Q4 2024.

  • Insigneo Advisory Services reported no remaining iShares MSCI EAFE Value ETF position as of Q4 2024 after selling out during the quarter.
  • Insigneo Advisory Services sold 3,921 iShares MSCI EAFE Value ETF shares in Q4 2024, an estimated $226K.
  • Insigneo Advisory Services first reported a position in iShares MSCI EAFE Value ETF in Q3 2024 and held it in 1 quarter.
  • Insigneo Advisory Services's iShares MSCI EAFE Value ETF position peaked at $226K in Q3 2024.
  • 1,010 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q4 2024.

Based on Insigneo Advisory Services's 13F filing for Q4 2024, filed 13 Feb 2025.