PSUF
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People's United Financial’s iShares MSCI EAFE Value ETF EFV Stock Holding History

People's United Financial’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
2022
Q1 		$17.4M Sell
346,169
-42,453
-11% -$2.16M 0.5% 57
2021
Q4 		$19.6M Sell
388,622
-95,010
-20% -$4.85M 0.47% 59
2021
Q3 		$24.6M Sell
483,632
-7,886
-2% -$409K 0.55% 50
2021
Q2 		$25.4M Sell
491,518
-10,760
-2% -$569K 0.57% 48
2021
Q1 		$25.6M Sell
502,278
-13,785
-3% -$686K 0.61% 43
2020
Q4 		$24.4M Sell
516,063
-2,512
-0.5% -$111K 0.6% 48
2020
Q3 		$20.9M Sell
518,575
-42,497
-8% -$1.76M 0.58% 49
2020
Q2 		$22.4M Sell
561,072
-14,374
-2% -$548K 0.65% 44
2020
Q1 		$20.5M Buy
575,446
+504,760
+714% +$22.5M 0.71% 42
2019
Q4 		$3.53M Buy
70,686
+20,662
+41% +$1.01M 0.1% 164
2019
Q3 		$2.37M Sell
50,024
-1,213
-2% -$56.5K 0.07% 223
2019
Q2 		$2.46M Buy
51,237
+4,976
+11% +$243K 0.07% 226
2019
Q1 		$2.26M Buy
46,261
+480
+1% +$23.1K 0.07% 229
2018
Q4 		$2.07M Buy
45,781
+34,475
+305% +$1.66M 0.07% 217
2018
Q3 		$587K Buy
11,306
+1,042
+10% +$53.7K 0.02% 467
2018
Q2 		$527K Sell
10,264
-397
-4% -$21.7K 0.01% 575
2018
Q1 		$582K Buy
10,661
+692
+7% +$38.8K 0.02% 482
2017
Q4 		$550K Sell
9,969
-710
-7% -$39K 0.02% 499
2017
Q3 		$583K Buy
10,679
+95
+0.9% +$5.04K 0.02% 422
2017
Q2 		$547K Buy
+10,584
New +$547K 0.02% 474

Other funds holding EFV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

People's United Financial's EFV Position: Q1 2022 in Review

People's United Financial reduced its iShares MSCI EAFE Value ETF (EFV) stake by 11% in Q1 2022, selling an estimated $2.16M and leaving 346,169 shares worth $17.4M. The position accounts for 0.5% of the portfolio, ranked #57.

People's United Financial first reported a position in EFV in Q2 2017 and has held it in 20 quarters since. The position peaked at $25.6M in Q1 2021. 738 funds tracked by Wall St. Rank hold EFV as of Q1 2022.

  • People's United Financial held 346,169 shares of iShares MSCI EAFE Value ETF worth $17.4M as of Q1 2022.
  • People's United Financial sold 42,453 iShares MSCI EAFE Value ETF shares in Q1 2022, an estimated $2.16M.
  • iShares MSCI EAFE Value ETF made up 0.5% of People's United Financial's portfolio in Q1 2022, its #57 holding.
  • People's United Financial first reported a position in iShares MSCI EAFE Value ETF in Q2 2017 and has held it in 20 quarters since.
  • People's United Financial's iShares MSCI EAFE Value ETF position peaked at $25.6M in Q1 2021.
  • 738 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q1 2022.

Based on People's United Financial's 13F filing for Q1 2022, filed 10 May 2022.