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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

AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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. 799 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.
  • 799 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.