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Sarah Ketterer’s iShares MSCI EAFE Value ETF EFV Stock Holding History

Sarah Ketterer’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
2024
Q4 		– Sell
-22,400
Closed -$1.29M – 110
2024
Q3 		$1.29M Buy
+22,400
New +$1.24M 0.03% 84
2022
Q4 		– Sell
-4,197,000
Closed -$162M – 86
2022
Q3 		$162M Buy
+4,197,000
New +$179M 4.53% 5
2022
Q2 		– Sell
-94,753
Closed -$4.76M – 83
2022
Q1 		$4.76M Buy
+94,753
New +$4.82M 0.11% 61

Other funds holding EFV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Sarah Ketterer's EFV Position: Q4 2024 in Review

Sarah Ketterer sold out of iShares MSCI EAFE Value ETF (EFV) in Q4 2024, closing a stake of 22,400 shares — an estimated $1.29M sold.

Sarah Ketterer first reported a position in EFV in Q1 2022 and held it in 3 quarters. The position peaked at $162M in Q3 2022. 1,012 funds tracked by Wall St. Rank hold EFV as of Q4 2024.

  • Sarah Ketterer reported no remaining iShares MSCI EAFE Value ETF position as of Q4 2024 after selling out during the quarter.
  • Sarah Ketterer sold 22,400 iShares MSCI EAFE Value ETF shares in Q4 2024, an estimated $1.29M.
  • Sarah Ketterer first reported a position in iShares MSCI EAFE Value ETF in Q1 2022 and held it in 3 quarters.
  • Sarah Ketterer's iShares MSCI EAFE Value ETF position peaked at $162M in Q3 2022.
  • 1,012 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q4 2024.

Based on Causeway Capital Management's 13F filing for Q4 2024, filed 13 Feb 2025.