Partnervest Advisory Services’s iShares MSCI EAFE Value ETF EFV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2014
Q3
Sell
-774
Closed -$45K 323
2014
Q2
$45K Sell
774
-230
-23% -$13.6K 0.02% 383
2014
Q1
$58K Buy
1,004
+119
+13% +$6.72K 0.03% 307
2013
Q4
$51K Buy
+885
New +$49.6K 0.02% 308

Other funds holding EFV

Partnervest Advisory Services's EFV Position: Q3 2014 in Review

Partnervest Advisory Services sold out of iShares MSCI EAFE Value ETF (EFV) in Q3 2014, closing a stake of 774 shares — an estimated $45K sold.

Partnervest Advisory Services first reported a position in EFV in Q4 2013 and held it in 3 quarters. The position peaked at $58K in Q1 2014. 165 funds tracked by Wall St. Rank hold EFV as of Q3 2014.

  • Partnervest Advisory Services reported no remaining iShares MSCI EAFE Value ETF position as of Q3 2014 after selling out during the quarter.
  • Partnervest Advisory Services sold 774 iShares MSCI EAFE Value ETF shares in Q3 2014, an estimated $45K.
  • Partnervest Advisory Services first reported a position in iShares MSCI EAFE Value ETF in Q4 2013 and held it in 3 quarters.
  • Partnervest Advisory Services's iShares MSCI EAFE Value ETF position peaked at $58K in Q1 2014.
  • 165 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q3 2014.

Based on Partnervest Advisory Services's 13F filing for Q3 2014, filed 7 Nov 2014.