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McDonald Partners’s iShares MSCI EAFE Value ETF EFV Stock Holding History

McDonald Partners’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
Q1 		– Sell
-6,719
Closed -$339K – 416
2021
Q4 		$339K Buy
+6,719
New +$343K 0.31% 58

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McDonald Partners's EFV Position: Q1 2022 in Review

McDonald Partners sold out of iShares MSCI EAFE Value ETF (EFV) in Q1 2022, closing a stake of 6,719 shares — an estimated $339K sold.

McDonald Partners first reported a position in EFV in Q4 2021 and held it in 1 quarter. The position peaked at $339K in Q4 2021. 737 funds tracked by Wall St. Rank hold EFV as of Q1 2022.

  • McDonald Partners reported no remaining iShares MSCI EAFE Value ETF position as of Q1 2022 after selling out during the quarter.
  • McDonald Partners sold 6,719 iShares MSCI EAFE Value ETF shares in Q1 2022, an estimated $339K.
  • McDonald Partners first reported a position in iShares MSCI EAFE Value ETF in Q4 2021 and held it in 1 quarter.
  • McDonald Partners's iShares MSCI EAFE Value ETF position peaked at $339K in Q4 2021.
  • 737 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q1 2022.

Based on McDonald Partners's 13F filing for Q1 2022, filed 29 Apr 2022.