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Paracle Advisors’s iShares MSCI EAFE Value ETF EFV Stock Holding History

Paracle 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
2020
Q2 		– Sell
-9,270
Closed -$330K – 83
2020
Q1 		$330K Buy
+9,270
New +$412K 0.09% 65

Other funds holding EFV

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
MIS
Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Paracle Advisors's EFV Position: Q2 2020 in Review

Paracle Advisors sold out of iShares MSCI EAFE Value ETF (EFV) in Q2 2020, closing a stake of 9,270 shares — an estimated $330K sold.

Paracle Advisors first reported a position in EFV in Q1 2020 and held it in 1 quarter. The position peaked at $330K in Q1 2020. 348 funds tracked by Wall St. Rank hold EFV as of Q2 2020.

  • Paracle Advisors reported no remaining iShares MSCI EAFE Value ETF position as of Q2 2020 after selling out during the quarter.
  • Paracle Advisors sold 9,270 iShares MSCI EAFE Value ETF shares in Q2 2020, an estimated $330K.
  • Paracle Advisors first reported a position in iShares MSCI EAFE Value ETF in Q1 2020 and held it in 1 quarter.
  • Paracle Advisors's iShares MSCI EAFE Value ETF position peaked at $330K in Q1 2020.
  • 348 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q2 2020.

Based on Paracle Advisors's 13F filing for Q2 2020, filed 7 Aug 2020.