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Retirement Financial Solutions’s iShares MSCI EAFE Value ETF EFV Stock Holding History

Retirement Financial Solutions’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
2023
Q1 		– Sell
-86
Closed -$3.95K – 79
2022
Q4 		$3.95K Buy
+86
New +$3.73K ﹤0.01% 184

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Retirement Financial Solutions's EFV Position: Q1 2023 in Review

Retirement Financial Solutions sold out of iShares MSCI EAFE Value ETF (EFV) in Q1 2023, closing a stake of 86 shares — an estimated $3.95K sold.

Retirement Financial Solutions first reported a position in EFV in Q4 2022 and held it in 1 quarter. The position peaked at $3.95K in Q4 2022. 796 funds tracked by Wall St. Rank hold EFV as of Q1 2023.

  • Retirement Financial Solutions reported no remaining iShares MSCI EAFE Value ETF position as of Q1 2023 after selling out during the quarter.
  • Retirement Financial Solutions sold 86 iShares MSCI EAFE Value ETF shares in Q1 2023, an estimated $3.95K.
  • Retirement Financial Solutions first reported a position in iShares MSCI EAFE Value ETF in Q4 2022 and held it in 1 quarter.
  • Retirement Financial Solutions's iShares MSCI EAFE Value ETF position peaked at $3.95K in Q4 2022.
  • 796 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q1 2023.

Based on Retirement Financial Solutions's 13F filing for Q1 2023, filed 26 Apr 2023.