Lehman & Derafelo Financial Resources’s iShares MSCI EAFE Value ETF EFV Stock Holding History

Lehman & Derafelo Financial Resources’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
2022 Q4	–	Sell	-200	Closed	-$8K	–	121
2022 Q3	$8K	Hold	200	–	–	﹤0.01%	172
2022 Q2	$9K	Buy	+200	New	+$9.52K	﹤0.01%	173
2021 Q4	–	Sell	-200	Closed	-$10K	–	122
2021 Q3	$10K	Hold	200	–	–	﹤0.01%	170
2021 Q2	$10K	Sell	200 -142	-42%	-$7.51K	﹤0.01%	196
2021 Q1	$17K	Hold	342	–	–	﹤0.01%	180
2020 Q4	$16K	Hold	342	–	–	﹤0.01%	183
2020 Q3	$14K	Sell	342 -183	-35%	-$7.57K	﹤0.01%	220
2020 Q2	$21K	Hold	525	–	–	0.01%	186
2020 Q1	$19K	Sell	525 -122	-19%	-$5.43K	0.01%	138
2019 Q4	$32K	Hold	647	–	–	0.01%	146
2019 Q3	$31K	Sell	647 -107	-14%	-$4.99K	0.01%	135
2019 Q2	$37K	Hold	754	–	–	0.02%	132
2019 Q1	$37K	Hold	754	–	–	0.02%	134
2018 Q4	$34K	Buy	+754	New	+$36.3K	0.02%	123

Other funds holding EFV

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Lehman & Derafelo Financial Resources's EFV Position: Q4 2022 in Review

Lehman & Derafelo Financial Resources sold out of iShares MSCI EAFE Value ETF (EFV) in Q4 2022, closing a stake of 200 shares — an estimated $8K sold.

Lehman & Derafelo Financial Resources first reported a position in EFV in Q4 2018 and held it in 14 quarters. The position peaked at $37K in Q2 2019. 799 funds tracked by Wall St. Rank hold EFV as of Q4 2022.

Lehman & Derafelo Financial Resources reported no remaining iShares MSCI EAFE Value ETF position as of Q4 2022 after selling out during the quarter.
Lehman & Derafelo Financial Resources sold 200 iShares MSCI EAFE Value ETF shares in Q4 2022, an estimated $8K.
Lehman & Derafelo Financial Resources first reported a position in iShares MSCI EAFE Value ETF in Q4 2018 and held it in 14 quarters.
Lehman & Derafelo Financial Resources's iShares MSCI EAFE Value ETF position peaked at $37K in Q2 2019.
799 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q4 2022.

Based on Lehman & Derafelo Financial Resources's 13F filing for Q4 2022, filed 20 Jan 2023.