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Leelyn Smith’s iShares MSCI EAFE Value ETF EFV Stock Holding History

Leelyn Smith’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
-698
Closed -$32K – 194
2022
Q4 		$32K Hold
698
– – 0.01% 210
2022
Q3 		$27K Buy
+698
New +$29.8K 0.01% 203

Other funds holding EFV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Leelyn Smith's EFV Position: Q1 2023 in Review

Leelyn Smith sold out of iShares MSCI EAFE Value ETF (EFV) in Q1 2023, closing a stake of 698 shares — an estimated $32K sold.

Leelyn Smith first reported a position in EFV in Q3 2022 and held it in 2 quarters. The position peaked at $32K in Q4 2022. 798 funds tracked by Wall St. Rank hold EFV as of Q1 2023.

  • Leelyn Smith reported no remaining iShares MSCI EAFE Value ETF position as of Q1 2023 after selling out during the quarter.
  • Leelyn Smith sold 698 iShares MSCI EAFE Value ETF shares in Q1 2023, an estimated $32K.
  • Leelyn Smith first reported a position in iShares MSCI EAFE Value ETF in Q3 2022 and held it in 2 quarters.
  • Leelyn Smith's iShares MSCI EAFE Value ETF position peaked at $32K in Q4 2022.
  • 798 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q1 2023.

Based on Leelyn Smith's 13F filing for Q1 2023, filed 12 May 2023.