Romano Brothers & Co’s iShares MSCI EAFE Value ETF EFV Stock Holding History

Romano Brothers & Co’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 Q1	–	Sell	-268	Closed	-$12.3K	–	487
2022 Q4	$12.3K	Buy	+268	New	+$11.6K	﹤0.01%	701

Other funds holding EFV

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Romano Brothers & Co's EFV Position: Q1 2023 in Review

Romano Brothers & Co sold out of iShares MSCI EAFE Value ETF (EFV) in Q1 2023, closing a stake of 268 shares — an estimated $12.3K sold.

Romano Brothers & Co first reported a position in EFV in Q4 2022 and held it in 1 quarter. The position peaked at $12.3K in Q4 2022. 796 funds tracked by Wall St. Rank hold EFV as of Q1 2023.

Romano Brothers & Co reported no remaining iShares MSCI EAFE Value ETF position as of Q1 2023 after selling out during the quarter.
Romano Brothers & Co sold 268 iShares MSCI EAFE Value ETF shares in Q1 2023, an estimated $12.3K.
Romano Brothers & Co first reported a position in iShares MSCI EAFE Value ETF in Q4 2022 and held it in 1 quarter.
Romano Brothers & Co's iShares MSCI EAFE Value ETF position peaked at $12.3K in Q4 2022.
796 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q1 2023.

Based on Romano Brothers & Co's 13F filing for Q1 2023, filed 13 Apr 2023.