MBM Wealth Consultants’s iShares MSCI EAFE Value ETF EFV Stock Holding History

MBM Wealth Consultants’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
2023 Q2	–	Sell	-1,166	Closed	-$3K	–	153
2023 Q1	$3K	Hold	1,166	–	–	﹤0.01%	240
2022 Q4	$54K	Buy	+1,166	New	+$50.6K	0.03%	158

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

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

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

MBM Wealth Consultants's EFV Position: Q2 2023 in Review

MBM Wealth Consultants sold out of iShares MSCI EAFE Value ETF (EFV) in Q2 2023, closing a stake of 1,166 shares — an estimated $3K sold.

MBM Wealth Consultants first reported a position in EFV in Q4 2022 and held it in 2 quarters. The position peaked at $54K in Q4 2022. 809 funds tracked by Wall St. Rank hold EFV as of Q2 2023.

MBM Wealth Consultants reported no remaining iShares MSCI EAFE Value ETF position as of Q2 2023 after selling out during the quarter.
MBM Wealth Consultants sold 1,166 iShares MSCI EAFE Value ETF shares in Q2 2023, an estimated $3K.
MBM Wealth Consultants first reported a position in iShares MSCI EAFE Value ETF in Q4 2022 and held it in 2 quarters.
MBM Wealth Consultants's iShares MSCI EAFE Value ETF position peaked at $54K in Q4 2022.
809 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q2 2023.

Based on MBM Wealth Consultants's 13F filing for Q2 2023, filed 24 Jul 2023.