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KCM Investment Advisors’s iShares MSCI EAFE Value ETF EFV Stock Holding History

KCM Investment Advisors’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
2015
Q3 		– Sell
-5,040
Closed -$264K – 525
2015
Q2 		$264K Hold
5,040
– – 0.02% 463
2015
Q1 		$269K Hold
5,040
– – 0.02% 448
2014
Q4 		$257K Buy
+5,040
New +$266K 0.02% 448

Other funds holding EFV

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
EA
Efficient Advisors Mason, Ohio $1.41B AUM 13.81% 1-Year Est. Return

KCM Investment Advisors's EFV Position: Q3 2015 in Review

KCM Investment Advisors sold out of iShares MSCI EAFE Value ETF (EFV) in Q3 2015, closing a stake of 5,040 shares — an estimated $264K sold.

KCM Investment Advisors first reported a position in EFV in Q4 2014 and held it in 3 quarters. The position peaked at $269K in Q1 2015. 180 funds tracked by Wall St. Rank hold EFV as of Q3 2015.

  • KCM Investment Advisors reported no remaining iShares MSCI EAFE Value ETF position as of Q3 2015 after selling out during the quarter.
  • KCM Investment Advisors sold 5,040 iShares MSCI EAFE Value ETF shares in Q3 2015, an estimated $264K.
  • KCM Investment Advisors first reported a position in iShares MSCI EAFE Value ETF in Q4 2014 and held it in 3 quarters.
  • KCM Investment Advisors's iShares MSCI EAFE Value ETF position peaked at $269K in Q1 2015.
  • 180 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q3 2015.

Based on KCM Investment Advisors's 13F filing for Q3 2015, filed 12 Nov 2015.