LWM
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Lenox Wealth Management’s iShares MSCI EAFE Value ETF EFV Stock Holding History

Lenox Wealth 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
2020
Q1 		– Sell
-594
Closed -$30K – 716
2019
Q4 		$30K Buy
+594
New +$29.1K 0.01% 319

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US Bancorp
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Envestnet Asset Management
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
FT
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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
MIS
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AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Lenox Wealth Management's EFV Position: Q1 2020 in Review

Lenox Wealth Management sold out of iShares MSCI EAFE Value ETF (EFV) in Q1 2020, closing a stake of 594 shares — an estimated $30K sold.

Lenox Wealth Management first reported a position in EFV in Q4 2019 and held it in 1 quarter. The position peaked at $30K in Q4 2019. 348 funds tracked by Wall St. Rank hold EFV as of Q1 2020.

  • Lenox Wealth Management reported no remaining iShares MSCI EAFE Value ETF position as of Q1 2020 after selling out during the quarter.
  • Lenox Wealth Management sold 594 iShares MSCI EAFE Value ETF shares in Q1 2020, an estimated $30K.
  • Lenox Wealth Management first reported a position in iShares MSCI EAFE Value ETF in Q4 2019 and held it in 1 quarter.
  • Lenox Wealth Management's iShares MSCI EAFE Value ETF position peaked at $30K in Q4 2019.
  • 348 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q1 2020.

Based on Lenox Wealth Management's 13F filing for Q1 2020, filed 20 Apr 2020.