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Newman & Schimel’s iShares MSCI EAFE Value ETF EFV Stock Holding History

Newman & Schimel’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
Q2 		– Sell
-4,990
Closed -$254K – 47
2021
Q1 		$254K Hold
4,990
– – 0.17% 42
2020
Q4 		$236K Buy
+4,990
New +$220K 0.2% 41

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 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

Newman & Schimel's EFV Position: Q2 2021 in Review

Newman & Schimel sold out of iShares MSCI EAFE Value ETF (EFV) in Q2 2021, closing a stake of 4,990 shares — an estimated $254K sold.

Newman & Schimel first reported a position in EFV in Q4 2020 and held it in 2 quarters. The position peaked at $254K in Q1 2021. 599 funds tracked by Wall St. Rank hold EFV as of Q2 2021.

  • Newman & Schimel reported no remaining iShares MSCI EAFE Value ETF position as of Q2 2021 after selling out during the quarter.
  • Newman & Schimel sold 4,990 iShares MSCI EAFE Value ETF shares in Q2 2021, an estimated $254K.
  • Newman & Schimel first reported a position in iShares MSCI EAFE Value ETF in Q4 2020 and held it in 2 quarters.
  • Newman & Schimel's iShares MSCI EAFE Value ETF position peaked at $254K in Q1 2021.
  • 599 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q2 2021.

Based on Newman & Schimel's 13F filing for Q2 2021, filed 6 Jul 2021.