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

Rede Wealth’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 Q2	–	Sell	-4,015	Closed	-$202K	–	105
2022 Q1	$202K	Buy	+4,015	New	+$204K	0.09%	105

Other funds holding EFV

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Rede Wealth's EFV Position: Q2 2022 in Review

Rede Wealth sold out of iShares MSCI EAFE Value ETF (EFV) in Q2 2022, closing a stake of 4,015 shares — an estimated $202K sold.

Rede Wealth first reported a position in EFV in Q1 2022 and held it in 1 quarter. The position peaked at $202K in Q1 2022. 718 funds tracked by Wall St. Rank hold EFV as of Q2 2022.

Rede Wealth reported no remaining iShares MSCI EAFE Value ETF position as of Q2 2022 after selling out during the quarter.
Rede Wealth sold 4,015 iShares MSCI EAFE Value ETF shares in Q2 2022, an estimated $202K.
Rede Wealth first reported a position in iShares MSCI EAFE Value ETF in Q1 2022 and held it in 1 quarter.
Rede Wealth's iShares MSCI EAFE Value ETF position peaked at $202K in Q1 2022.
718 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q2 2022.

Based on Rede Wealth's 13F filing for Q2 2022, filed 21 Jul 2022.