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Riversedge Advisors’s iShares MSCI EAFE Value ETF EFV Stock Holding History

Riversedge Advisors’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
Q4 		– Sell
-10,347
Closed -$399K – 70
2022
Q3 		$399K Buy
+10,347
New +$441K 0.14% 56

Other funds holding EFV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Riversedge Advisors's EFV Position: Q4 2022 in Review

Riversedge Advisors sold out of iShares MSCI EAFE Value ETF (EFV) in Q4 2022, closing a stake of 10,347 shares — an estimated $399K sold.

Riversedge Advisors first reported a position in EFV in Q3 2022 and held it in 1 quarter. The position peaked at $399K in Q3 2022. 801 funds tracked by Wall St. Rank hold EFV as of Q4 2022.

  • Riversedge Advisors reported no remaining iShares MSCI EAFE Value ETF position as of Q4 2022 after selling out during the quarter.
  • Riversedge Advisors sold 10,347 iShares MSCI EAFE Value ETF shares in Q4 2022, an estimated $399K.
  • Riversedge Advisors first reported a position in iShares MSCI EAFE Value ETF in Q3 2022 and held it in 1 quarter.
  • Riversedge Advisors's iShares MSCI EAFE Value ETF position peaked at $399K in Q3 2022.
  • 801 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q4 2022.

Based on Riversedge Advisors's 13F filing for Q4 2022, filed 20 Jan 2023.