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Joseph P. Lucia & Associates’s iShares MSCI EAFE Value ETF EFV Stock Holding History

Joseph P. Lucia & Associates’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
2019
Q2 		– Sell
-8,477
Closed -$169 – 452
2019
Q1 		$169 Buy
+8,477
New +$408K 0.01% 234

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Carson Wealth (CWM LLC)
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US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
FT
Fiduciary Trust Boston, Massachusetts $8.46B AUM 21.38% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Joseph P. Lucia & Associates's EFV Position: Q2 2019 in Review

Joseph P. Lucia & Associates sold out of iShares MSCI EAFE Value ETF (EFV) in Q2 2019, closing a stake of 8,477 shares — an estimated $169 sold.

Joseph P. Lucia & Associates first reported a position in EFV in Q1 2019 and held it in 1 quarter. The position peaked at $169 in Q1 2019. 330 funds tracked by Wall St. Rank hold EFV as of Q2 2019.

  • Joseph P. Lucia & Associates reported no remaining iShares MSCI EAFE Value ETF position as of Q2 2019 after selling out during the quarter.
  • Joseph P. Lucia & Associates sold 8,477 iShares MSCI EAFE Value ETF shares in Q2 2019, an estimated $169.
  • Joseph P. Lucia & Associates first reported a position in iShares MSCI EAFE Value ETF in Q1 2019 and held it in 1 quarter.
  • Joseph P. Lucia & Associates's iShares MSCI EAFE Value ETF position peaked at $169 in Q1 2019.
  • 330 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q2 2019.

Based on Joseph P. Lucia & Associates's 13F filing for Q2 2019, filed 23 Jul 2019.