NIC
EFV icon

Northwest Investment Counselors’s iShares MSCI EAFE Value ETF EFV Stock Holding History

Northwest Investment Counselors’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
Q3 		$59.9K Buy
+1,041
New +$57.5K 0.01% 228
2019
Q4 		– Sell
-141
Closed -$7K – 243
2019
Q3 		$7K Buy
+141
New +$6.57K ﹤0.01% 391
2017
Q4 		– Sell
-168
Closed -$9K – 183
2017
Q3 		$9K Buy
+168
New +$8.92K ﹤0.01% 300

Other funds holding EFV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Northwest Investment Counselors's EFV Position: Q3 2024 in Review

Northwest Investment Counselors opened a new position in iShares MSCI EAFE Value ETF (EFV) in Q3 2024: 1,041 shares worth $59.9K. The stake represents 0.01% of the portfolio and ranks #228 among its holdings. This is a return to the name: Northwest Investment Counselors previously reported a position in EFV as recently as Q3 2019.

Northwest Investment Counselors first reported a position in EFV in Q3 2017 and has held it in 3 quarters since. 953 funds tracked by Wall St. Rank hold EFV as of Q3 2024.

  • Northwest Investment Counselors held 1,041 shares of iShares MSCI EAFE Value ETF worth $59.9K as of Q3 2024.
  • iShares MSCI EAFE Value ETF was a new Northwest Investment Counselors position in Q3 2024.
  • iShares MSCI EAFE Value ETF made up 0.01% of Northwest Investment Counselors's portfolio in Q3 2024, its #228 holding.
  • Northwest Investment Counselors first reported a position in iShares MSCI EAFE Value ETF in Q3 2017 and has held it in 3 quarters since.
  • 953 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q3 2024.

Based on Northwest Investment Counselors's 13F filing for Q3 2024, filed 21 Oct 2024.