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Seaside Wealth Management’s iShares MSCI EAFE Value ETF EFV Stock Holding History

Seaside Wealth Management’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
Q3 		– Sell
-5,095
Closed -$226K – 51
2022
Q2 		$226K Buy
+5,095
New +$243K 0.17% 44

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Morgan Stanley
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LPL Financial
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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
Carson Wealth (CWM LLC)
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PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Seaside Wealth Management's EFV Position: Q3 2022 in Review

Seaside Wealth Management sold out of iShares MSCI EAFE Value ETF (EFV) in Q3 2022, closing a stake of 5,095 shares — an estimated $226K sold.

Seaside Wealth Management first reported a position in EFV in Q2 2022 and held it in 1 quarter. The position peaked at $226K in Q2 2022. 698 funds tracked by Wall St. Rank hold EFV as of Q3 2022.

  • Seaside Wealth Management reported no remaining iShares MSCI EAFE Value ETF position as of Q3 2022 after selling out during the quarter.
  • Seaside Wealth Management sold 5,095 iShares MSCI EAFE Value ETF shares in Q3 2022, an estimated $226K.
  • Seaside Wealth Management first reported a position in iShares MSCI EAFE Value ETF in Q2 2022 and held it in 1 quarter.
  • Seaside Wealth Management's iShares MSCI EAFE Value ETF position peaked at $226K in Q2 2022.
  • 698 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q3 2022.

Based on Seaside Wealth Management's 13F filing for Q3 2022, filed 9 Nov 2022.