Sensible Financial Planning & Management’s iShares MSCI EAFE Value ETF EFV Stock Holding History

Sensible Financial Planning & 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
2016 Q4	–	Sell	-20	Closed	-$1K	–	39
2016 Q3	$1K	Hold	20	–	–	﹤0.01%	78
2016 Q2	$1K	Hold	20	–	–	﹤0.01%	84
2016 Q1	$1K	Hold	20	–	–	﹤0.01%	78
2015 Q4	$1K	Hold	20	–	–	﹤0.01%	83
2015 Q3	$1K	Sell	20 -35	-64%	-$1.77K	﹤0.01%	73
2015 Q2	$3K	Buy	+55	New	+$3.04K	﹤0.01%	66
2015 Q1	–	Sell	-520	Closed	-$27K	–	37
2014 Q4	$27K	Hold	520	–	–	0.03%	48
2014 Q3	$29K	Buy	+520	New	+$29.7K	0.03%	42

Other funds holding EFV

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

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Sensible Financial Planning & Management's EFV Position: Q4 2016 in Review

Sensible Financial Planning & Management sold out of iShares MSCI EAFE Value ETF (EFV) in Q4 2016, closing a stake of 20 shares — an estimated $1K sold.

Sensible Financial Planning & Management first reported a position in EFV in Q3 2014 and held it in 8 quarters. The position peaked at $29K in Q3 2014. 225 funds tracked by Wall St. Rank hold EFV as of Q4 2016.

Sensible Financial Planning & Management reported no remaining iShares MSCI EAFE Value ETF position as of Q4 2016 after selling out during the quarter.
Sensible Financial Planning & Management sold 20 iShares MSCI EAFE Value ETF shares in Q4 2016, an estimated $1K.
Sensible Financial Planning & Management first reported a position in iShares MSCI EAFE Value ETF in Q3 2014 and held it in 8 quarters.
Sensible Financial Planning & Management's iShares MSCI EAFE Value ETF position peaked at $29K in Q3 2014.
225 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q4 2016.

Based on Sensible Financial Planning & Management's 13F filing for Q4 2016, filed 6 Feb 2017.