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Riverview Trust Company’s iShares MSCI EAFE Value ETF EFV Stock Holding History

Riverview Trust Company’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
-135
Closed -$6.61K – 250
2023
Q3 		$6.61K Hold
135
– – 0.01% 659
2023
Q2 		$6.61K Hold
135
– – 0.01% 663
2023
Q1 		$6.55K Hold
135
– – 0.01% 685
2022
Q4 		$6K Hold
135
– – 0.01% 684
2022
Q3 		$5K Hold
135
– – ﹤0.01% 701
2022
Q2 		$6K Hold
135
– – 0.01% 700
2022
Q1 		$7K Hold
135
– – 0.01% 713
2021
Q4 		$7 Hold
135
– – ﹤0.01% 227
2021
Q3 		$7K Buy
+135
New +$7K 0.01% 229

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

Riverview Trust Company's EFV Position: Q4 2023 in Review

Riverview Trust Company sold out of iShares MSCI EAFE Value ETF (EFV) in Q4 2023, closing a stake of 135 shares — an estimated $6.61K sold.

Riverview Trust Company first reported a position in EFV in Q3 2021 and held it in 9 quarters. The position peaked at $7K in Q1 2022. 891 funds tracked by Wall St. Rank hold EFV as of Q4 2023.

  • Riverview Trust Company reported no remaining iShares MSCI EAFE Value ETF position as of Q4 2023 after selling out during the quarter.
  • Riverview Trust Company sold 135 iShares MSCI EAFE Value ETF shares in Q4 2023, an estimated $6.61K.
  • Riverview Trust Company first reported a position in iShares MSCI EAFE Value ETF in Q3 2021 and held it in 9 quarters.
  • Riverview Trust Company's iShares MSCI EAFE Value ETF position peaked at $7K in Q1 2022.
  • 891 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q4 2023.

Based on Riverview Trust Company's 13F filing for Q4 2023, filed 24 Jan 2024.