Montage Investments’s iShares MSCI EAFE Value ETF EFV Stock Holding History

Montage Investments’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
2016 Q3	$25K	Buy	+550	New	+$24.7K	0.01%	166

Other funds holding EFV

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

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

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

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

Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

BCI

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

Efficient Advisors Mason, Ohio $1.41B AUM 13.81% 1-Year Est. Return

Montage Investments's EFV Position: Q3 2016 in Review

Montage Investments opened a new position in iShares MSCI EAFE Value ETF (EFV) in Q3 2016: 550 shares worth $25K. The stake represents 0.01% of the portfolio and ranks #166 among its holdings.

188 funds tracked by Wall St. Rank hold EFV as of Q3 2016.

Montage Investments held 550 shares of iShares MSCI EAFE Value ETF worth $25K as of Q3 2016.
iShares MSCI EAFE Value ETF was a new Montage Investments position in Q3 2016.
iShares MSCI EAFE Value ETF made up 0.01% of Montage Investments's portfolio in Q3 2016, its #166 holding.
188 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q3 2016.

Based on Montage Investments's 13F filing for Q3 2016, filed 10 Nov 2016.