QCIG
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Quad-Cities Investment Group’s iShares MSCI EAFE Value ETF EFV Stock Holding History

Quad-Cities Investment 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
2019
Q4 		– Sell
-368
Closed -$17K – 303
2019
Q3 		$17K Hold
368
– – 0.01% 513
2019
Q2 		$18K Hold
368
– – 0.02% 512
2019
Q1 		$18K Buy
368
+343
+1,372% +$16.5K 0.02% 507
2018
Q4 		$1K Buy
+25
New +$1.21K ﹤0.01% 816

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
FT
Fiduciary Trust Boston, Massachusetts $8.46B AUM 21.38% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Quad-Cities Investment Group's EFV Position: Q4 2019 in Review

Quad-Cities Investment Group sold out of iShares MSCI EAFE Value ETF (EFV) in Q4 2019, closing a stake of 368 shares — an estimated $17K sold.

Quad-Cities Investment Group first reported a position in EFV in Q4 2018 and held it in 4 quarters. The position peaked at $18K in Q2 2019. 381 funds tracked by Wall St. Rank hold EFV as of Q4 2019.

  • Quad-Cities Investment Group reported no remaining iShares MSCI EAFE Value ETF position as of Q4 2019 after selling out during the quarter.
  • Quad-Cities Investment Group sold 368 iShares MSCI EAFE Value ETF shares in Q4 2019, an estimated $17K.
  • Quad-Cities Investment Group first reported a position in iShares MSCI EAFE Value ETF in Q4 2018 and held it in 4 quarters.
  • Quad-Cities Investment Group's iShares MSCI EAFE Value ETF position peaked at $18K in Q2 2019.
  • 381 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q4 2019.

Based on Quad-Cities Investment Group's 13F filing for Q4 2019, filed 28 Jan 2020.