Moneywise Inc’s iShares MSCI EAFE Value ETF EFV Stock Holding History

Moneywise Inc’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	-52,072	Closed	-$3M	–	54
2024 Q3	$3M	Buy	52,072 +24,952	+92%	+$1.38M	1.47%	17
2024 Q2	$1.44M	Buy	27,120 +11,077	+69%	+$602K	0.76%	28
2024 Q1	$873K	Buy	+16,043	New	+$837K	0.47%	33
2022 Q3	–	Sell	-4,971	Closed	-$216K	–	49
2022 Q2	$216K	Hold	4,971	–	–	0.17%	46
2022 Q1	$250K	Hold	4,971	–	–	0.16%	43
2021 Q4	$250K	Buy	4,971 +99	+2%	+$5.05K	0.16%	45
2021 Q3	$248K	Hold	4,872	–	–	0.16%	44
2021 Q2	$252K	Buy	4,872 +72	+2%	+$3.81K	0.17%	43
2021 Q1	$245K	Hold	4,800	–	–	0.17%	44
2020 Q4	$227K	Buy	+4,800	New	+$212K	0.16%	45

Other funds holding EFV

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

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

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

Moneywise Inc's EFV Position: Q4 2024 in Review

Moneywise Inc sold out of iShares MSCI EAFE Value ETF (EFV) in Q4 2024, closing a stake of 52,072 shares — an estimated $3M sold.

Moneywise Inc first reported a position in EFV in Q4 2020 and held it in 10 quarters. The position peaked at $3M in Q3 2024. 1,010 funds tracked by Wall St. Rank hold EFV as of Q4 2024.

Moneywise Inc reported no remaining iShares MSCI EAFE Value ETF position as of Q4 2024 after selling out during the quarter.
Moneywise Inc sold 52,072 iShares MSCI EAFE Value ETF shares in Q4 2024, an estimated $3M.
Moneywise Inc first reported a position in iShares MSCI EAFE Value ETF in Q4 2020 and held it in 10 quarters.
Moneywise Inc's iShares MSCI EAFE Value ETF position peaked at $3M in Q3 2024.
1,010 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q4 2024.

Based on Moneywise Inc's 13F filing for Q4 2024, filed 27 Jan 2025.