MAWA
EFV icon

Moss Adams Wealth Advisors’s iShares MSCI EAFE Value ETF EFV Stock Holding History

Moss Adams Wealth Advisors’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
2023
Q4 		– Sell
-1,007
Closed -$49.3K – 132
2023
Q3 		$49.3K Hold
1,007
– – 0.02% 121
2023
Q2 		$49.3K Sell
1,007
-41
-4% -$2.02K 0.02% 107
2023
Q1 		$50.9K Buy
1,048
+41
+4% +$1.99K 0.02% 110
2022
Q4 		$46.2K Buy
+1,007
New +$43.7K 0.02% 124

Other funds holding EFV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Moss Adams Wealth Advisors's EFV Position: Q4 2023 in Review

Moss Adams Wealth Advisors sold out of iShares MSCI EAFE Value ETF (EFV) in Q4 2023, closing a stake of 1,007 shares — an estimated $49.3K sold.

Moss Adams Wealth Advisors first reported a position in EFV in Q4 2022 and held it in 4 quarters. The position peaked at $50.9K in Q1 2023. 891 funds tracked by Wall St. Rank hold EFV as of Q4 2023.

  • Moss Adams Wealth Advisors reported no remaining iShares MSCI EAFE Value ETF position as of Q4 2023 after selling out during the quarter.
  • Moss Adams Wealth Advisors sold 1,007 iShares MSCI EAFE Value ETF shares in Q4 2023, an estimated $49.3K.
  • Moss Adams Wealth Advisors first reported a position in iShares MSCI EAFE Value ETF in Q4 2022 and held it in 4 quarters.
  • Moss Adams Wealth Advisors's iShares MSCI EAFE Value ETF position peaked at $50.9K in Q1 2023.
  • 891 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q4 2023.

Based on Moss Adams Wealth Advisors's 13F filing for Q4 2023, filed 6 Feb 2024.