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Kerntke Otto McGlone Wealth Management Group’s iShares MSCI EAFE Value ETF EFV Stock Holding History

Kerntke Otto McGlone Wealth Management Group’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
Q1 		– Sell
-61
Closed -$3K – 75
2022
Q4 		$3K Buy
+61
New +$2.65K ﹤0.01% 108

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Jane Street
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Morgan Stanley
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LPL Financial
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US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Kerntke Otto McGlone Wealth Management Group's EFV Position: Q1 2023 in Review

Kerntke Otto McGlone Wealth Management Group sold out of iShares MSCI EAFE Value ETF (EFV) in Q1 2023, closing a stake of 61 shares — an estimated $3K sold.

Kerntke Otto McGlone Wealth Management Group first reported a position in EFV in Q4 2022 and held it in 1 quarter. The position peaked at $3K in Q4 2022. 796 funds tracked by Wall St. Rank hold EFV as of Q1 2023.

  • Kerntke Otto McGlone Wealth Management Group reported no remaining iShares MSCI EAFE Value ETF position as of Q1 2023 after selling out during the quarter.
  • Kerntke Otto McGlone Wealth Management Group sold 61 iShares MSCI EAFE Value ETF shares in Q1 2023, an estimated $3K.
  • Kerntke Otto McGlone Wealth Management Group first reported a position in iShares MSCI EAFE Value ETF in Q4 2022 and held it in 1 quarter.
  • Kerntke Otto McGlone Wealth Management Group's iShares MSCI EAFE Value ETF position peaked at $3K in Q4 2022.
  • 796 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q1 2023.

Based on Kerntke Otto McGlone Wealth Management Group's 13F filing for Q1 2023, filed 4 May 2023.