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Rather & Kittrell’s iShares MSCI EAFE Value ETF EFV Stock Holding History

Rather & Kittrell’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
Q1 		– Sell
-340
Closed -$17K – 126
2021
Q4 		$17K Buy
+340
New +$17.4K 0.02% 188

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
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Rather & Kittrell's EFV Position: Q1 2022 in Review

Rather & Kittrell sold out of iShares MSCI EAFE Value ETF (EFV) in Q1 2022, closing a stake of 340 shares — an estimated $17K sold.

Rather & Kittrell first reported a position in EFV in Q4 2021 and held it in 1 quarter. The position peaked at $17K in Q4 2021. 737 funds tracked by Wall St. Rank hold EFV as of Q1 2022.

  • Rather & Kittrell reported no remaining iShares MSCI EAFE Value ETF position as of Q1 2022 after selling out during the quarter.
  • Rather & Kittrell sold 340 iShares MSCI EAFE Value ETF shares in Q1 2022, an estimated $17K.
  • Rather & Kittrell first reported a position in iShares MSCI EAFE Value ETF in Q4 2021 and held it in 1 quarter.
  • Rather & Kittrell's iShares MSCI EAFE Value ETF position peaked at $17K in Q4 2021.
  • 737 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q1 2022.

Based on Rather & Kittrell's 13F filing for Q1 2022, filed 10 May 2022.