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Pittenger & Anderson Inc’s iShares MSCI EAFE Value ETF EFV Stock Holding History

Pittenger & Anderson Inc’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
Q3 		– Sell
-110
Closed -$5K – 464
2022
Q2 		$5K Hold
110
– – ﹤0.01% 372
2022
Q1 		$6K Hold
110
– – ﹤0.01% 369
2021
Q4 		$6K Buy
+110
New +$5.62K ﹤0.01% 379

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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Pittenger & Anderson Inc's EFV Position: Q3 2022 in Review

Pittenger & Anderson Inc sold out of iShares MSCI EAFE Value ETF (EFV) in Q3 2022, closing a stake of 110 shares — an estimated $5K sold.

Pittenger & Anderson Inc first reported a position in EFV in Q4 2021 and held it in 3 quarters. The position peaked at $6K in Q1 2022. 698 funds tracked by Wall St. Rank hold EFV as of Q3 2022.

  • Pittenger & Anderson Inc reported no remaining iShares MSCI EAFE Value ETF position as of Q3 2022 after selling out during the quarter.
  • Pittenger & Anderson Inc sold 110 iShares MSCI EAFE Value ETF shares in Q3 2022, an estimated $5K.
  • Pittenger & Anderson Inc first reported a position in iShares MSCI EAFE Value ETF in Q4 2021 and held it in 3 quarters.
  • Pittenger & Anderson Inc's iShares MSCI EAFE Value ETF position peaked at $6K in Q1 2022.
  • 698 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q3 2022.

Based on Pittenger & Anderson Inc's 13F filing for Q3 2022, filed 15 Nov 2022.