SMG
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Smart Money Group’s iShares MSCI EAFE Value ETF EFV Stock Holding History

Smart Money Group’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
2019
Q3 		– Sell
-1,197
Closed -$58K – 69
2019
Q2 		$58K Buy
+1,197
New +$58.4K 0.05% 65
2019
Q1 		– Sell
-73,635
Closed -$3.33M – 68
2018
Q4 		$3.33M Sell
73,635
-10,553
-13% -$508K 3.45% 6
2018
Q3 		$4.37M Buy
84,188
+139
+0.2% +$7.16K 3.97% 6
2018
Q2 		$4.32M Buy
+84,049
New +$4.59M 3.87% 6

Other funds holding EFV

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
FT
Fiduciary Trust Boston, Massachusetts $8.46B AUM 21.38% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Smart Money Group's EFV Position: Q3 2019 in Review

Smart Money Group sold out of iShares MSCI EAFE Value ETF (EFV) in Q3 2019, closing a stake of 1,197 shares — an estimated $58K sold.

Smart Money Group first reported a position in EFV in Q2 2018 and held it in 4 quarters. The position peaked at $4.37M in Q3 2018. 332 funds tracked by Wall St. Rank hold EFV as of Q3 2019.

  • Smart Money Group reported no remaining iShares MSCI EAFE Value ETF position as of Q3 2019 after selling out during the quarter.
  • Smart Money Group sold 1,197 iShares MSCI EAFE Value ETF shares in Q3 2019, an estimated $58K.
  • Smart Money Group first reported a position in iShares MSCI EAFE Value ETF in Q2 2018 and held it in 4 quarters.
  • Smart Money Group's iShares MSCI EAFE Value ETF position peaked at $4.37M in Q3 2018.
  • 332 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q3 2019.

Based on Smart Money Group's 13F filing for Q3 2019, filed 6 Nov 2019.