Kings Point Capital Management’s iShares MSCI EAFE Value ETF EFV Stock Holding History

Kings Point Capital 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
2019 Q1	–	Sell	-384	Closed	-$17K	–	358
2018 Q4	$17K	Hold	384	–	–	﹤0.01%	316
2018 Q3	$20K	Hold	384	–	–	﹤0.01%	314
2018 Q2	$20K	Hold	384	–	–	﹤0.01%	315
2018 Q1	$21K	Hold	384	–	–	﹤0.01%	312
2017 Q4	$21K	Hold	384	–	–	﹤0.01%	313
2017 Q3	$21K	Hold	384	–	–	﹤0.01%	295
2017 Q2	$20K	Buy	+384	New	+$19.9K	﹤0.01%	287

Other funds holding EFV

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Fiduciary Trust Boston, Massachusetts $8.46B AUM 21.38% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Kings Point Capital Management's EFV Position: Q1 2019 in Review

Kings Point Capital Management sold out of iShares MSCI EAFE Value ETF (EFV) in Q1 2019, closing a stake of 384 shares — an estimated $17K sold.

Kings Point Capital Management first reported a position in EFV in Q2 2017 and held it in 7 quarters. The position peaked at $21K in Q1 2018. 338 funds tracked by Wall St. Rank hold EFV as of Q1 2019.

Kings Point Capital Management reported no remaining iShares MSCI EAFE Value ETF position as of Q1 2019 after selling out during the quarter.
Kings Point Capital Management sold 384 iShares MSCI EAFE Value ETF shares in Q1 2019, an estimated $17K.
Kings Point Capital Management first reported a position in iShares MSCI EAFE Value ETF in Q2 2017 and held it in 7 quarters.
Kings Point Capital Management's iShares MSCI EAFE Value ETF position peaked at $21K in Q1 2018.
338 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q1 2019.

Based on Kings Point Capital Management's 13F filing for Q1 2019, filed 15 May 2019.