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Riggs Asset Management’s iShares MSCI EAFE Value ETF EFV Stock Holding History

Riggs Asset Management’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
Q4 		– Sell
-46
Closed -$2.25K – 436
2023
Q3 		$2.25K Buy
+46
New +$2.28K ﹤0.01% 338

Other funds holding EFV

Envestnet Asset Management
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Riggs Asset Management's EFV Position: Q4 2023 in Review

Riggs Asset Management sold out of iShares MSCI EAFE Value ETF (EFV) in Q4 2023, closing a stake of 46 shares — an estimated $2.25K sold.

Riggs Asset Management first reported a position in EFV in Q3 2023 and held it in 1 quarter. The position peaked at $2.25K in Q3 2023. 891 funds tracked by Wall St. Rank hold EFV as of Q4 2023.

  • Riggs Asset Management reported no remaining iShares MSCI EAFE Value ETF position as of Q4 2023 after selling out during the quarter.
  • Riggs Asset Management sold 46 iShares MSCI EAFE Value ETF shares in Q4 2023, an estimated $2.25K.
  • Riggs Asset Management first reported a position in iShares MSCI EAFE Value ETF in Q3 2023 and held it in 1 quarter.
  • Riggs Asset Management's iShares MSCI EAFE Value ETF position peaked at $2.25K in Q3 2023.
  • 891 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q4 2023.

Based on Riggs Asset Management's 13F filing for Q4 2023, filed 1 Feb 2024.