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

KB Financial 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
2023
Q3 		$1.69M Buy
34,515
+168
+0.5% +$8.32K 0.48% 21
2023
Q2 		$1.68M Buy
34,347
+1,525
+5% +$75.1K 0.46% 20
2023
Q1 		$1.59M Buy
32,822
+1,754
+6% +$84.9K 0.47% 18
2022
Q4 		$1.43M Sell
31,068
-2,703
-8% -$117K 0.49% 21
2022
Q3 		$1.3M Buy
33,771
+6,299
+23% +$269K 0.47% 17
2022
Q2 		$1.19M Buy
27,472
+381
+1% +$18.1K 0.41% 18
2022
Q1 		$1.36M Buy
27,091
+3,070
+13% +$156K 0.38% 19
2021
Q4 		$1.21M Buy
24,021
+15,392
+178% +$786K 0.35% 21
2021
Q3 		$439K Buy
8,629
+1,280
+17% +$66.3K 0.16% 76
2021
Q2 		$380K Buy
7,349
+984
+15% +$52K 0.14% 85
2021
Q1 		$324K Buy
+6,365
New +$317K 0.14% 78

Other funds holding EFV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

KB Financial Partners's EFV Position: Q3 2023 in Review

KB Financial Partners increased its iShares MSCI EAFE Value ETF (EFV) stake by 0.49% in Q3 2023, buying an estimated $8.32K and bringing the position to 34,515 shares worth $1.69M. The position accounts for 0.48% of the portfolio, ranked #21.

KB Financial Partners first reported a position in EFV in Q1 2021 and has held it in 11 quarters since. 828 funds tracked by Wall St. Rank hold EFV as of Q3 2023.

  • KB Financial Partners held 34,515 shares of iShares MSCI EAFE Value ETF worth $1.69M as of Q3 2023.
  • KB Financial Partners bought 168 iShares MSCI EAFE Value ETF shares in Q3 2023, an estimated $8.32K.
  • iShares MSCI EAFE Value ETF made up 0.48% of KB Financial Partners's portfolio in Q3 2023, its #21 holding.
  • KB Financial Partners first reported a position in iShares MSCI EAFE Value ETF in Q1 2021 and has held it in 11 quarters since.
  • 828 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q3 2023.

Based on KB Financial Partners's 13F filing for Q3 2023, filed 15 Nov 2023.