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PDS Planning’s iShares MSCI EAFE Value ETF EFV Stock Holding History

PDS Planning’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
Q1 		– Sell
-12,888
Closed -$643K – 102
2019
Q4 		$643K Hold
12,888
– – 0.41% 45
2019
Q3 		$611K Buy
12,888
+134
+1% +$6.25K 0.42% 44
2019
Q2 		$613K Hold
12,754
– – 0.46% 44
2019
Q1 		$623K Buy
+12,754
New +$614K 0.48% 40

Other funds holding EFV

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
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
FT
Fiduciary Trust Boston, Massachusetts $8.46B AUM 21.38% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
MIS
Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

PDS Planning's EFV Position: Q1 2020 in Review

PDS Planning sold out of iShares MSCI EAFE Value ETF (EFV) in Q1 2020, closing a stake of 12,888 shares — an estimated $643K sold.

PDS Planning first reported a position in EFV in Q1 2019 and held it in 4 quarters. The position peaked at $643K in Q4 2019. 348 funds tracked by Wall St. Rank hold EFV as of Q1 2020.

  • PDS Planning reported no remaining iShares MSCI EAFE Value ETF position as of Q1 2020 after selling out during the quarter.
  • PDS Planning sold 12,888 iShares MSCI EAFE Value ETF shares in Q1 2020, an estimated $643K.
  • PDS Planning first reported a position in iShares MSCI EAFE Value ETF in Q1 2019 and held it in 4 quarters.
  • PDS Planning's iShares MSCI EAFE Value ETF position peaked at $643K in Q4 2019.
  • 348 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q1 2020.

Based on PDS Planning's 13F filing for Q1 2020, filed 20 Apr 2020.