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Phoenix Wealth Advisors’s iShares MSCI EAFE Value ETF EFV Stock Holding History

Phoenix Wealth 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
2021
Q4 		– Sell
-457
Closed -$23K – 186
2021
Q3 		$23K Hold
457
– – 0.02% 253
2021
Q2 		$24K Buy
+457
New +$24.2K 0.02% 239

Other funds holding EFV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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 $377B AUM 19.32% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Phoenix Wealth Advisors's EFV Position: Q4 2021 in Review

Phoenix Wealth Advisors sold out of iShares MSCI EAFE Value ETF (EFV) in Q4 2021, closing a stake of 457 shares — an estimated $23K sold.

Phoenix Wealth Advisors first reported a position in EFV in Q2 2021 and held it in 2 quarters. The position peaked at $24K in Q2 2021. 710 funds tracked by Wall St. Rank hold EFV as of Q4 2021.

  • Phoenix Wealth Advisors reported no remaining iShares MSCI EAFE Value ETF position as of Q4 2021 after selling out during the quarter.
  • Phoenix Wealth Advisors sold 457 iShares MSCI EAFE Value ETF shares in Q4 2021, an estimated $23K.
  • Phoenix Wealth Advisors first reported a position in iShares MSCI EAFE Value ETF in Q2 2021 and held it in 2 quarters.
  • Phoenix Wealth Advisors's iShares MSCI EAFE Value ETF position peaked at $24K in Q2 2021.
  • 710 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q4 2021.

Based on Phoenix Wealth Advisors's 13F filing for Q4 2021, filed 11 Feb 2022.