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Personal Financial Consultants’s iShares MSCI EAFE Value ETF EFV Stock Holding History

Personal Financial Consultants’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
2018
Q4 		– Sell
-5,504
Closed -$286K – 31
2018
Q3 		$286K Buy
+5,504
New +$284K 0.21% 34

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Bank of America
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US Bancorp
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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
FT
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PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Wells Fargo
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Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Personal Financial Consultants's EFV Position: Q4 2018 in Review

Personal Financial Consultants sold out of iShares MSCI EAFE Value ETF (EFV) in Q4 2018, closing a stake of 5,504 shares — an estimated $286K sold.

Personal Financial Consultants first reported a position in EFV in Q3 2018 and held it in 1 quarter. The position peaked at $286K in Q3 2018. 338 funds tracked by Wall St. Rank hold EFV as of Q4 2018.

  • Personal Financial Consultants reported no remaining iShares MSCI EAFE Value ETF position as of Q4 2018 after selling out during the quarter.
  • Personal Financial Consultants sold 5,504 iShares MSCI EAFE Value ETF shares in Q4 2018, an estimated $286K.
  • Personal Financial Consultants first reported a position in iShares MSCI EAFE Value ETF in Q3 2018 and held it in 1 quarter.
  • Personal Financial Consultants's iShares MSCI EAFE Value ETF position peaked at $286K in Q3 2018.
  • 338 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q4 2018.

Based on Personal Financial Consultants's 13F filing for Q4 2018, filed 30 Jan 2019.