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

Permit Capital 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
2022 Q1	$427K	Buy	+8,500	New	+$432K	0.16%	60

Other funds holding EFV

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Permit Capital Advisors's EFV Position: Q1 2022 in Review

Permit Capital Advisors opened a new position in iShares MSCI EAFE Value ETF (EFV) in Q1 2022: 8,500 shares worth $427K. The stake represents 0.16% of the portfolio and ranks #60 among its holdings.

737 funds tracked by Wall St. Rank hold EFV as of Q1 2022.

Permit Capital Advisors held 8,500 shares of iShares MSCI EAFE Value ETF worth $427K as of Q1 2022.
iShares MSCI EAFE Value ETF was a new Permit Capital Advisors position in Q1 2022.
iShares MSCI EAFE Value ETF made up 0.16% of Permit Capital Advisors's portfolio in Q1 2022, its #60 holding.
737 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q1 2022.

Based on Permit Capital Advisors's 13F filing for Q1 2022, filed 16 May 2022.