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Missouri Trust & Investment Company’s iShares MSCI EAFE Value ETF EFV Stock Holding History

Missouri Trust & Investment Company’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
-233
Closed -$13.4K – 439
2024
Q3 		$13.4K Buy
+233
New +$12.9K ﹤0.01% 280

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LPL Financial
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JP Morgan Chase
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US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 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

Missouri Trust & Investment Company's EFV Position: Q4 2024 in Review

Missouri Trust & Investment Company sold out of iShares MSCI EAFE Value ETF (EFV) in Q4 2024, closing a stake of 233 shares — an estimated $13.4K sold.

Missouri Trust & Investment Company first reported a position in EFV in Q3 2024 and held it in 1 quarter. The position peaked at $13.4K in Q3 2024. 1,011 funds tracked by Wall St. Rank hold EFV as of Q4 2024.

  • Missouri Trust & Investment Company reported no remaining iShares MSCI EAFE Value ETF position as of Q4 2024 after selling out during the quarter.
  • Missouri Trust & Investment Company sold 233 iShares MSCI EAFE Value ETF shares in Q4 2024, an estimated $13.4K.
  • Missouri Trust & Investment Company first reported a position in iShares MSCI EAFE Value ETF in Q3 2024 and held it in 1 quarter.
  • Missouri Trust & Investment Company's iShares MSCI EAFE Value ETF position peaked at $13.4K in Q3 2024.
  • 1,011 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q4 2024.

Based on Missouri Trust & Investment Company's 13F filing for Q4 2024, filed 17 Jan 2025.