OTA Financial Group’s iShares MSCI EAFE Value ETF EFV Stock Holding History

OTA Financial Group’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 Q1	$1.41M	Buy	+24,535	New	+$1.39M	1.35%	17

Other funds holding EFV

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

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

Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return

Efficient Advisors Mason, Ohio $1.41B AUM 13.81% 1-Year Est. Return

OTA Financial Group's EFV Position: Q1 2014 in Review

OTA Financial Group opened a new position in iShares MSCI EAFE Value ETF (EFV) in Q1 2014: 24,535 shares worth $1.41M. The stake represents 1.35% of the portfolio and ranks #17 among its holdings.

158 funds tracked by Wall St. Rank hold EFV as of Q1 2014.

OTA Financial Group held 24,535 shares of iShares MSCI EAFE Value ETF worth $1.41M as of Q1 2014.
iShares MSCI EAFE Value ETF was a new OTA Financial Group position in Q1 2014.
iShares MSCI EAFE Value ETF made up 1.35% of OTA Financial Group's portfolio in Q1 2014, its #17 holding.
158 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q1 2014.

Based on OTA Financial Group's 13F filing for Q1 2014, filed 30 Apr 2014.