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Northwestern Mutual Investment Services’s iShares MSCI EAFE Value ETF EFV Stock Holding History

Northwestern Mutual Investment Services’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
2014
Q3 		– Sell
-89
Closed -$5K – 77
2014
Q2 		$5K Hold
89
– – ﹤0.01% 75
2014
Q1 		$5K Buy
+89
New +$5.03K ﹤0.01% 42

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Northwestern Mutual Investment Services's EFV Position: Q3 2014 in Review

Northwestern Mutual Investment Services sold out of iShares MSCI EAFE Value ETF (EFV) in Q3 2014, closing a stake of 89 shares — an estimated $5K sold.

Northwestern Mutual Investment Services first reported a position in EFV in Q1 2014 and held it in 2 quarters. The position peaked at $5K in Q2 2014. 165 funds tracked by Wall St. Rank hold EFV as of Q3 2014.

  • Northwestern Mutual Investment Services reported no remaining iShares MSCI EAFE Value ETF position as of Q3 2014 after selling out during the quarter.
  • Northwestern Mutual Investment Services sold 89 iShares MSCI EAFE Value ETF shares in Q3 2014, an estimated $5K.
  • Northwestern Mutual Investment Services first reported a position in iShares MSCI EAFE Value ETF in Q1 2014 and held it in 2 quarters.
  • Northwestern Mutual Investment Services's iShares MSCI EAFE Value ETF position peaked at $5K in Q2 2014.
  • 165 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q3 2014.

Based on Northwestern Mutual Investment Services's 13F filing for Q3 2014, filed 14 Nov 2014.