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Prestige Wealth Management Group’s iShares MSCI EAFE Value ETF EFV Stock Holding History

Prestige Wealth Management Group’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
2020
Q1 		– Sell
-296
Closed -$15K – 930
2019
Q4 		$15K Hold
296
– – 0.01% 315
2019
Q3 		$14K Hold
296
– – 0.01% 310
2019
Q2 		$14K Hold
296
– – 0.01% 301
2019
Q1 		$14K Hold
296
– – 0.01% 313
2018
Q4 		$13K Buy
+296
New +$14.3K 0.01% 390

Other funds holding EFV

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
FT
Fiduciary Trust Boston, Massachusetts $8.46B AUM 21.38% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
MIS
Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Prestige Wealth Management Group's EFV Position: Q1 2020 in Review

Prestige Wealth Management Group sold out of iShares MSCI EAFE Value ETF (EFV) in Q1 2020, closing a stake of 296 shares — an estimated $15K sold.

Prestige Wealth Management Group first reported a position in EFV in Q4 2018 and held it in 5 quarters. The position peaked at $15K in Q4 2019. 348 funds tracked by Wall St. Rank hold EFV as of Q1 2020.

  • Prestige Wealth Management Group reported no remaining iShares MSCI EAFE Value ETF position as of Q1 2020 after selling out during the quarter.
  • Prestige Wealth Management Group sold 296 iShares MSCI EAFE Value ETF shares in Q1 2020, an estimated $15K.
  • Prestige Wealth Management Group first reported a position in iShares MSCI EAFE Value ETF in Q4 2018 and held it in 5 quarters.
  • Prestige Wealth Management Group's iShares MSCI EAFE Value ETF position peaked at $15K in Q4 2019.
  • 348 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q1 2020.

Based on Prestige Wealth Management Group's 13F filing for Q1 2020, filed 15 May 2020.