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Mid Atlantic Financial Management’s iShares MSCI EAFE Value ETF EFV Stock Holding History

Mid Atlantic Financial 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
2021
Q3 		$3.23M Buy
63,422
+2,534
+4% +$131K 0.22% 103
2021
Q2 		$3.15M Buy
60,888
+11,997
+25% +$635K 0.21% 103
2021
Q1 		$2.49M Buy
+48,891
New +$2.43M 0.18% 122

Other funds holding EFV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Mid Atlantic Financial Management's EFV Position: Q3 2021 in Review

Mid Atlantic Financial Management increased its iShares MSCI EAFE Value ETF (EFV) stake by 4.2% in Q3 2021, buying an estimated $131K and bringing the position to 63,422 shares worth $3.23M. The position accounts for 0.22% of the portfolio, ranked #103.

Mid Atlantic Financial Management first reported a position in EFV in Q1 2021 and has held it in 3 quarters since. 622 funds tracked by Wall St. Rank hold EFV as of Q3 2021.

  • Mid Atlantic Financial Management held 63,422 shares of iShares MSCI EAFE Value ETF worth $3.23M as of Q3 2021.
  • Mid Atlantic Financial Management bought 2,534 iShares MSCI EAFE Value ETF shares in Q3 2021, an estimated $131K.
  • iShares MSCI EAFE Value ETF made up 0.22% of Mid Atlantic Financial Management's portfolio in Q3 2021, its #103 holding.
  • Mid Atlantic Financial Management first reported a position in iShares MSCI EAFE Value ETF in Q1 2021 and has held it in 3 quarters since.
  • 622 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q3 2021.

Based on Mid Atlantic Financial Management's 13F filing for Q3 2021, filed 12 Nov 2021.