NEXT Financial Holdings’s iShares MSCI EAFE Value ETF EFV Stock Holding History

NEXT Financial Holdings’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
2019 Q1	$106K	Buy	+2,165	New	+$104K	0.03%	516

Other funds holding EFV

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

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

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

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

Fiduciary Trust Boston, Massachusetts $8.46B AUM 21.38% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

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

NEXT Financial Holdings's EFV Position: Q1 2019 in Review

NEXT Financial Holdings opened a new position in iShares MSCI EAFE Value ETF (EFV) in Q1 2019: 2,165 shares worth $106K. The stake represents 0.03% of the portfolio and ranks #516 among its holdings.

338 funds tracked by Wall St. Rank hold EFV as of Q1 2019.

NEXT Financial Holdings held 2,165 shares of iShares MSCI EAFE Value ETF worth $106K as of Q1 2019.
iShares MSCI EAFE Value ETF was a new NEXT Financial Holdings position in Q1 2019.
iShares MSCI EAFE Value ETF made up 0.03% of NEXT Financial Holdings's portfolio in Q1 2019, its #516 holding.
338 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q1 2019.

Based on NEXT Financial Holdings's 13F filing for Q1 2019, filed 13 May 2019.