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

Janiczek 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 Q2	$3.13K	Buy	+59	New	+$3.21K	﹤0.01%	798

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

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

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

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

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

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

Janiczek Wealth Management's EFV Position: Q2 2024 in Review

Janiczek Wealth Management opened a new position in iShares MSCI EAFE Value ETF (EFV) in Q2 2024: 59 shares worth $3.13K. The stake represents ﹤0.01% of the portfolio and ranks #798 among its holdings.

896 funds tracked by Wall St. Rank hold EFV as of Q2 2024.

Janiczek Wealth Management held 59 shares of iShares MSCI EAFE Value ETF worth $3.13K as of Q2 2024.
iShares MSCI EAFE Value ETF was a new Janiczek Wealth Management position in Q2 2024.
iShares MSCI EAFE Value ETF made up ﹤0.01% of Janiczek Wealth Management's portfolio in Q2 2024, its #798 holding.
896 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q2 2024.

Based on Janiczek Wealth Management's 13F filing for Q2 2024, filed 25 Jul 2024.