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Pacifica Partners’s iShares MSCI EAFE Value ETF EFV Stock Holding History

Pacifica Partners’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
Q1 		– Sell
-214
Closed -$10.8K – 523
2023
Q4 		$10.8K Hold
214
– – 0.01% 354
2023
Q3 		$10.2K Hold
214
– – 0.01% 342
2023
Q2 		$10.4K Hold
214
– – 0.01% 293
2023
Q1 		$10.5K Buy
+214
New +$10.4K 0.01% 302

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
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Pacifica Partners's EFV Position: Q1 2024 in Review

Pacifica Partners sold out of iShares MSCI EAFE Value ETF (EFV) in Q1 2024, closing a stake of 214 shares — an estimated $10.8K sold.

Pacifica Partners first reported a position in EFV in Q1 2023 and held it in 4 quarters. The position peaked at $10.8K in Q4 2023. 890 funds tracked by Wall St. Rank hold EFV as of Q1 2024.

  • Pacifica Partners reported no remaining iShares MSCI EAFE Value ETF position as of Q1 2024 after selling out during the quarter.
  • Pacifica Partners sold 214 iShares MSCI EAFE Value ETF shares in Q1 2024, an estimated $10.8K.
  • Pacifica Partners first reported a position in iShares MSCI EAFE Value ETF in Q1 2023 and held it in 4 quarters.
  • Pacifica Partners's iShares MSCI EAFE Value ETF position peaked at $10.8K in Q4 2023.
  • 890 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q1 2024.

Based on Pacifica Partners's 13F filing for Q1 2024, filed 12 Apr 2024.