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Oxler Private Wealth’s iShares MSCI EAFE Value ETF EFV Stock Holding History

Oxler Private Wealth’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
2022
Q4 		– Sell
-737
Closed -$57.8K – 156
2022
Q3 		$57.8K Hold
737
– – 0.03% 183
2022
Q2 		$32K Buy
+737
New +$35.1K 0.02% 172

Other funds holding EFV

AWA
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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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Oxler Private Wealth's EFV Position: Q4 2022 in Review

Oxler Private Wealth sold out of iShares MSCI EAFE Value ETF (EFV) in Q4 2022, closing a stake of 737 shares — an estimated $57.8K sold.

Oxler Private Wealth first reported a position in EFV in Q2 2022 and held it in 2 quarters. The position peaked at $57.8K in Q3 2022. 799 funds tracked by Wall St. Rank hold EFV as of Q4 2022.

  • Oxler Private Wealth reported no remaining iShares MSCI EAFE Value ETF position as of Q4 2022 after selling out during the quarter.
  • Oxler Private Wealth sold 737 iShares MSCI EAFE Value ETF shares in Q4 2022, an estimated $57.8K.
  • Oxler Private Wealth first reported a position in iShares MSCI EAFE Value ETF in Q2 2022 and held it in 2 quarters.
  • Oxler Private Wealth's iShares MSCI EAFE Value ETF position peaked at $57.8K in Q3 2022.
  • 799 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q4 2022.

Based on Oxler Private Wealth's 13F filing for Q4 2022, filed 13 Feb 2023.