LYV
EFV icon

Live Your Vision’s iShares MSCI EAFE Value ETF EFV Stock Holding History

Live Your Vision’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
2015
Q4 		– Sell
-375
Closed -$17K – 135
2015
Q3 		$17K Buy
+375
New +$18.9K 0.01% 160

Other funds holding EFV

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
EA
Efficient Advisors Mason, Ohio $1.41B AUM 13.81% 1-Year Est. Return

Live Your Vision's EFV Position: Q4 2015 in Review

Live Your Vision sold out of iShares MSCI EAFE Value ETF (EFV) in Q4 2015, closing a stake of 375 shares — an estimated $17K sold.

Live Your Vision first reported a position in EFV in Q3 2015 and held it in 1 quarter. The position peaked at $17K in Q3 2015. 193 funds tracked by Wall St. Rank hold EFV as of Q4 2015.

  • Live Your Vision reported no remaining iShares MSCI EAFE Value ETF position as of Q4 2015 after selling out during the quarter.
  • Live Your Vision sold 375 iShares MSCI EAFE Value ETF shares in Q4 2015, an estimated $17K.
  • Live Your Vision first reported a position in iShares MSCI EAFE Value ETF in Q3 2015 and held it in 1 quarter.
  • Live Your Vision's iShares MSCI EAFE Value ETF position peaked at $17K in Q3 2015.
  • 193 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q4 2015.

Based on Live Your Vision's 13F filing for Q4 2015, filed 27 Jan 2016.