InterOcean Capital Group’s iShares MSCI EAFE Value ETF EFV Stock Holding History

InterOcean Capital Group’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	$932K	Buy	+17,129	New	+$894K	0.02%	219

Other funds holding EFV

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.28% 1-Year Est. Return

InterOcean Capital Group's EFV Position: Q1 2024 in Review

InterOcean Capital Group opened a new position in iShares MSCI EAFE Value ETF (EFV) in Q1 2024: 17,129 shares worth $932K. The stake represents 0.02% of the portfolio and ranks #219 among its holdings.

894 funds tracked by Wall St. Rank hold EFV as of Q1 2024.

InterOcean Capital Group held 17,129 shares of iShares MSCI EAFE Value ETF worth $932K as of Q1 2024.
iShares MSCI EAFE Value ETF was a new InterOcean Capital Group position in Q1 2024.
iShares MSCI EAFE Value ETF made up 0.02% of InterOcean Capital Group's portfolio in Q1 2024, its #219 holding.
894 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q1 2024.

Based on InterOcean Capital Group's 13F filing for Q1 2024, filed 13 May 2024.