Macroview Investment Management’s iShares MSCI EAFE Value ETF EFV Stock Holding History

Macroview Investment 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
2024 Q4	–	Sell	-4,851	Closed	-$279K	–	224
2024 Q3	$279K	Sell	4,851 -195	-4%	-$10.8K	0.27%	61
2024 Q2	$268K	Buy	5,046 +2,120	+72%	+$115K	0.28%	64
2024 Q1	$159K	Buy	2,926 +1,037	+55%	+$54.1K	0.18%	83
2023 Q4	$98.4K	Buy	1,889 +1,091	+137%	+$54K	0.12%	106
2023 Q3	$39K	Buy	+798	New	+$39.5K	0.05%	124
2022 Q3	–	Sell	-53	Closed	-$2K	–	439
2022 Q2	$2K	Sell	53 -838	-94%	-$39.9K	﹤0.01%	364
2022 Q1	$45K	Sell	891 -1,716	-66%	-$87.2K	0.06%	100
2021 Q4	$131K	Buy	2,607 +750	+40%	+$38.3K	0.17%	57
2021 Q3	$94K	Hold	1,857	–	–	0.12%	64
2021 Q2	$96K	Buy	1,857 +97	+6%	+$5.13K	0.13%	63
2021 Q1	$90K	Buy	+1,760	New	+$87.5K	0.13%	61

Other funds holding EFV

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

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 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

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

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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

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

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

Macroview Investment Management's EFV Position: Q4 2024 in Review

Macroview Investment Management sold out of iShares MSCI EAFE Value ETF (EFV) in Q4 2024, closing a stake of 4,851 shares — an estimated $279K sold.

Macroview Investment Management first reported a position in EFV in Q1 2021 and held it in 11 quarters. The position peaked at $279K in Q3 2024. 1,010 funds tracked by Wall St. Rank hold EFV as of Q4 2024.

Macroview Investment Management reported no remaining iShares MSCI EAFE Value ETF position as of Q4 2024 after selling out during the quarter.
Macroview Investment Management sold 4,851 iShares MSCI EAFE Value ETF shares in Q4 2024, an estimated $279K.
Macroview Investment Management first reported a position in iShares MSCI EAFE Value ETF in Q1 2021 and held it in 11 quarters.
Macroview Investment Management's iShares MSCI EAFE Value ETF position peaked at $279K in Q3 2024.
1,010 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q4 2024.

Based on Macroview Investment Management's 13F filing for Q4 2024, filed 31 Jan 2025.