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Pacific Capital Wealth Advisors’s iShares MSCI EAFE Value ETF EFV Stock Holding History

Pacific Capital Wealth Advisors’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
Q2 		– Sell
-85
Closed -$4.62K – 590
2024
Q1 		$4.62K Buy
+85
New +$4.44K ﹤0.01% 329

Other funds holding EFV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Pacific Capital Wealth Advisors's EFV Position: Q2 2024 in Review

Pacific Capital Wealth Advisors sold out of iShares MSCI EAFE Value ETF (EFV) in Q2 2024, closing a stake of 85 shares — an estimated $4.62K sold.

Pacific Capital Wealth Advisors first reported a position in EFV in Q1 2024 and held it in 1 quarter. The position peaked at $4.62K in Q1 2024. 896 funds tracked by Wall St. Rank hold EFV as of Q2 2024.

  • Pacific Capital Wealth Advisors reported no remaining iShares MSCI EAFE Value ETF position as of Q2 2024 after selling out during the quarter.
  • Pacific Capital Wealth Advisors sold 85 iShares MSCI EAFE Value ETF shares in Q2 2024, an estimated $4.62K.
  • Pacific Capital Wealth Advisors first reported a position in iShares MSCI EAFE Value ETF in Q1 2024 and held it in 1 quarter.
  • Pacific Capital Wealth Advisors's iShares MSCI EAFE Value ETF position peaked at $4.62K in Q1 2024.
  • 896 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q2 2024.

Based on Pacific Capital Wealth Advisors's 13F filing for Q2 2024, filed 6 Aug 2024.