Jaffetilchin Investment Partners’s iShares MSCI EAFE Value ETF EFV Stock Holding History

Jaffetilchin Investment Partners’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	-127	Closed	-$7.31K	–	624
2024 Q3	$7.31K	Buy	+127	New	+$7.01K	﹤0.01%	962
2020 Q2	–	Sell	-6,702	Closed	-$239K	–	209
2020 Q1	$239K	Sell	6,702 -3,395	-34%	-$151K	0.08%	141
2019 Q4	$504K	Buy	10,097 +154	+2%	+$7.55K	0.11%	119
2019 Q3	$471K	Sell	9,943 -777	-7%	-$36.2K	0.11%	120
2019 Q2	$515K	Sell	10,720 -24,042	-69%	-$1.17M	0.12%	122
2019 Q1	$1.7M	Sell	34,762 -8,421	-20%	-$405K	0.38%	38
2018 Q4	$1.95M	Sell	43,183 -35,283	-45%	-$1.7M	0.49%	30
2018 Q3	$4.07M	Buy	78,466 +42,341	+117%	+$2.18M	0.86%	24
2018 Q2	$1.85M	Sell	36,125 -288	-0.8%	-$15.7K	0.41%	36
2018 Q1	$1.99M	Buy	+36,413	New	+$2.04M	0.45%	34

Other funds holding EFV

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

Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return

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

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

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

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

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

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Jaffetilchin Investment Partners's EFV Position: Q4 2024 in Review

Jaffetilchin Investment Partners sold out of iShares MSCI EAFE Value ETF (EFV) in Q4 2024, closing a stake of 127 shares — an estimated $7.31K sold.

Jaffetilchin Investment Partners first reported a position in EFV in Q1 2018 and held it in 10 quarters. The position peaked at $4.07M in Q3 2018. 1,011 funds tracked by Wall St. Rank hold EFV as of Q4 2024.

Jaffetilchin Investment Partners reported no remaining iShares MSCI EAFE Value ETF position as of Q4 2024 after selling out during the quarter.
Jaffetilchin Investment Partners sold 127 iShares MSCI EAFE Value ETF shares in Q4 2024, an estimated $7.31K.
Jaffetilchin Investment Partners first reported a position in iShares MSCI EAFE Value ETF in Q1 2018 and held it in 10 quarters.
Jaffetilchin Investment Partners's iShares MSCI EAFE Value ETF position peaked at $4.07M in Q3 2018.
1,011 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q4 2024.

Based on Jaffetilchin Investment Partners's 13F filing for Q4 2024, filed 13 Feb 2025.