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LifePlan Financial Group’s iShares MSCI EAFE Value ETF EFV Stock Holding History

LifePlan Financial 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
2018
Q4 		– Sell
-115
Closed -$6K – 550
2018
Q3 		$6K Hold
115
– – ﹤0.01% 429
2018
Q2 		$6K Hold
115
– – ﹤0.01% 415
2018
Q1 		$6K Buy
+115
New +$6.46K ﹤0.01% 398

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Bank of America
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US Bancorp
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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
FT
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PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Wells Fargo
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Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

LifePlan Financial Group's EFV Position: Q4 2018 in Review

LifePlan Financial Group sold out of iShares MSCI EAFE Value ETF (EFV) in Q4 2018, closing a stake of 115 shares — an estimated $6K sold.

LifePlan Financial Group first reported a position in EFV in Q1 2018 and held it in 3 quarters. The position peaked at $6K in Q3 2018. 337 funds tracked by Wall St. Rank hold EFV as of Q4 2018.

  • LifePlan Financial Group reported no remaining iShares MSCI EAFE Value ETF position as of Q4 2018 after selling out during the quarter.
  • LifePlan Financial Group sold 115 iShares MSCI EAFE Value ETF shares in Q4 2018, an estimated $6K.
  • LifePlan Financial Group first reported a position in iShares MSCI EAFE Value ETF in Q1 2018 and held it in 3 quarters.
  • LifePlan Financial Group's iShares MSCI EAFE Value ETF position peaked at $6K in Q3 2018.
  • 337 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q4 2018.

Based on LifePlan Financial Group's 13F filing for Q4 2018, filed 10 Jan 2019.