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Retirement Planning Company of New England’s iShares MSCI EAFE Value ETF EFV Stock Holding History

Retirement Planning Company of New England’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
-70
Closed -$3K – 406
2021
Q4 		$3K Buy
+70
New +$3.57K ﹤0.01% 809

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Retirement Planning Company of New England's EFV Position: Q1 2022 in Review

Retirement Planning Company of New England sold out of iShares MSCI EAFE Value ETF (EFV) in Q1 2022, closing a stake of 70 shares — an estimated $3K sold.

Retirement Planning Company of New England first reported a position in EFV in Q4 2021 and held it in 1 quarter. The position peaked at $3K in Q4 2021. 738 funds tracked by Wall St. Rank hold EFV as of Q1 2022.

  • Retirement Planning Company of New England reported no remaining iShares MSCI EAFE Value ETF position as of Q1 2022 after selling out during the quarter.
  • Retirement Planning Company of New England sold 70 iShares MSCI EAFE Value ETF shares in Q1 2022, an estimated $3K.
  • Retirement Planning Company of New England first reported a position in iShares MSCI EAFE Value ETF in Q4 2021 and held it in 1 quarter.
  • Retirement Planning Company of New England's iShares MSCI EAFE Value ETF position peaked at $3K in Q4 2021.
  • 738 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q1 2022.

Based on Retirement Planning Company of New England's 13F filing for Q1 2022, filed 6 May 2022.