Ironwood Financial’s iShares MSCI EAFE Value ETF EFV Stock Holding History

Ironwood Financial’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
2020 Q1	–	Sell	-606	Closed	-$30K	–	358
2019 Q4	$30K	Hold	606	–	–	0.01%	161
2019 Q3	$29K	Hold	606	–	–	0.01%	164
2019 Q2	$29K	Hold	606	–	–	0.01%	164
2019 Q1	$30K	Hold	606	–	–	0.02%	156
2018 Q4	$27K	Hold	606	–	–	0.02%	155
2018 Q3	$31K	Hold	606	–	–	0.02%	153
2018 Q2	$31K	Hold	606	–	–	0.02%	122
2018 Q1	$33K	Hold	606	–	–	0.04%	97
2017 Q4	$33K	Hold	606	–	–	0.02%	107
2017 Q3	$33K	Hold	606	–	–	0.02%	110
2017 Q2	$31K	Hold	606	–	–	0.02%	105
2017 Q1	$30K	Hold	606	–	–	0.02%	108
2016 Q4	$29K	Sell	606 -175	-22%	-$8.13K	0.02%	112
2016 Q3	$36K	Hold	781	–	–	0.03%	103
2016 Q2	$34K	Hold	781	–	–	0.03%	104
2016 Q1	$35K	Buy	+781	New	+$33.8K	0.03%	103
2015 Q3	$57K	Hold	1,237	–	–	0.03%	103
2015 Q2	$65K	Hold	1,237	–	–	0.03%	101
2015 Q1	$66K	Hold	1,237	–	–	0.03%	99
2014 Q4	$63K	Buy	+1,237	New	+$65.3K	0.03%	93

Other funds holding EFV

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

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

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

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

Fiduciary Trust Boston, Massachusetts $9.19B AUM 25.65% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

MIS

Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Ironwood Financial's EFV Position: Q1 2020 in Review

Ironwood Financial sold out of iShares MSCI EAFE Value ETF (EFV) in Q1 2020, closing a stake of 606 shares — an estimated $30K sold.

Ironwood Financial first reported a position in EFV in Q4 2014 and held it in 20 quarters. The position peaked at $66K in Q1 2015. 349 funds tracked by Wall St. Rank hold EFV as of Q1 2020.

Ironwood Financial reported no remaining iShares MSCI EAFE Value ETF position as of Q1 2020 after selling out during the quarter.
Ironwood Financial sold 606 iShares MSCI EAFE Value ETF shares in Q1 2020, an estimated $30K.
Ironwood Financial first reported a position in iShares MSCI EAFE Value ETF in Q4 2014 and held it in 20 quarters.
Ironwood Financial's iShares MSCI EAFE Value ETF position peaked at $66K in Q1 2015.
349 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q1 2020.

Based on Ironwood Financial's 13F filing for Q1 2020, filed 27 Apr 2020.