Iron Horse Wealth Management’s iShares MSCI EAFE Value ETF EFV Stock Holding History

Iron Horse 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
2024 Q1	–	Sell	-48	Closed	-$2.5K	–	478
2023 Q4	$2.5K	Hold	48	–	–	﹤0.01%	336
2023 Q3	$2.35K	Buy	+48	New	+$2.38K	﹤0.01%	343
2023 Q2	–	Sell	-114	Closed	-$5.53K	–	326
2023 Q1	$5.53K	Hold	114	–	–	﹤0.01%	191
2022 Q4	$5K	Buy	+114	New	+$4.95K	﹤0.01%	153
2022 Q3	–	Sell	-525	Closed	-$23K	–	181
2022 Q2	$23K	Hold	525	–	–	0.01%	97
2022 Q1	$26K	Hold	525	–	–	0.01%	98
2021 Q4	$26K	Hold	525	–	–	0.01%	91
2021 Q3	$27K	Hold	525	–	–	0.02%	82
2021 Q2	$27K	Buy	+525	New	+$27.8K	0.02%	88

Other funds holding EFV

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Iron Horse Wealth Management's EFV Position: Q1 2024 in Review

Iron Horse Wealth Management sold out of iShares MSCI EAFE Value ETF (EFV) in Q1 2024, closing a stake of 48 shares — an estimated $2.5K sold.

Iron Horse Wealth Management first reported a position in EFV in Q2 2021 and held it in 9 quarters. The position peaked at $27K in Q3 2021. 890 funds tracked by Wall St. Rank hold EFV as of Q1 2024.

Iron Horse Wealth Management reported no remaining iShares MSCI EAFE Value ETF position as of Q1 2024 after selling out during the quarter.
Iron Horse Wealth Management sold 48 iShares MSCI EAFE Value ETF shares in Q1 2024, an estimated $2.5K.
Iron Horse Wealth Management first reported a position in iShares MSCI EAFE Value ETF in Q2 2021 and held it in 9 quarters.
Iron Horse Wealth Management's iShares MSCI EAFE Value ETF position peaked at $27K in Q3 2021.
890 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q1 2024.

Based on Iron Horse Wealth Management's 13F filing for Q1 2024, filed 17 Apr 2024.