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Sowa Financial Group’s iShares MSCI EAFE Value ETF EFV Stock Holding History

Sowa Financial 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
2021
Q1 		– Sell
-1,289
Closed -$61K – 119
2020
Q4 		$61K Sell
1,289
-30
-2% -$1.32K 0.04% 119
2020
Q3 		$53K Hold
1,319
– – 0.04% 119
2020
Q2 		$53K Buy
1,319
+5
+0.4% +$191 0.04% 116
2020
Q1 		$47K Hold
1,314
– – 0.04% 113
2019
Q4 		$66K Buy
+1,314
New +$64.4K 0.05% 104

Other funds holding EFV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Sowa Financial Group's EFV Position: Q1 2021 in Review

Sowa Financial Group sold out of iShares MSCI EAFE Value ETF (EFV) in Q1 2021, closing a stake of 1,289 shares — an estimated $61K sold.

Sowa Financial Group first reported a position in EFV in Q4 2019 and held it in 5 quarters. The position peaked at $66K in Q4 2019. 563 funds tracked by Wall St. Rank hold EFV as of Q1 2021.

  • Sowa Financial Group reported no remaining iShares MSCI EAFE Value ETF position as of Q1 2021 after selling out during the quarter.
  • Sowa Financial Group sold 1,289 iShares MSCI EAFE Value ETF shares in Q1 2021, an estimated $61K.
  • Sowa Financial Group first reported a position in iShares MSCI EAFE Value ETF in Q4 2019 and held it in 5 quarters.
  • Sowa Financial Group's iShares MSCI EAFE Value ETF position peaked at $66K in Q4 2019.
  • 563 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q1 2021.

Based on Sowa Financial Group's 13F filing for Q1 2021, filed 7 Apr 2021.