MayTech Global Investments’s iShares MSCI EAFE Value ETF EFV Stock Holding History

MayTech Global Investments’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 Q3	–	Sell	-35,000	Closed	-$1.52M	–	46
2022 Q2	$1.52M	Hold	35,000	–	–	0.48%	25
2022 Q1	$1.76M	Hold	35,000	–	–	0.4%	27
2021 Q4	$1.76M	Hold	35,000	–	–	0.36%	26
2021 Q3	$1.78M	Hold	35,000	–	–	0.37%	23
2021 Q2	$1.81M	Hold	35,000	–	–	0.38%	24
2021 Q1	$1.78M	Hold	35,000	–	–	0.43%	25
2020 Q4	$1.65M	Buy	+35,000	New	+$1.54M	0.39%	26

Other funds holding EFV

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

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

LPL Financial San Diego, California $377B AUM 19.32% 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

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

MayTech Global Investments's EFV Position: Q3 2022 in Review

MayTech Global Investments sold out of iShares MSCI EAFE Value ETF (EFV) in Q3 2022, closing a stake of 35,000 shares — an estimated $1.52M sold.

MayTech Global Investments first reported a position in EFV in Q4 2020 and held it in 7 quarters. The position peaked at $1.81M in Q2 2021. 699 funds tracked by Wall St. Rank hold EFV as of Q3 2022.

MayTech Global Investments reported no remaining iShares MSCI EAFE Value ETF position as of Q3 2022 after selling out during the quarter.
MayTech Global Investments sold 35,000 iShares MSCI EAFE Value ETF shares in Q3 2022, an estimated $1.52M.
MayTech Global Investments first reported a position in iShares MSCI EAFE Value ETF in Q4 2020 and held it in 7 quarters.
MayTech Global Investments's iShares MSCI EAFE Value ETF position peaked at $1.81M in Q2 2021.
699 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q3 2022.

Based on MayTech Global Investments's 13F filing for Q3 2022, filed 10 Nov 2022.