Squar Milner Financial Services’s iShares MSCI EAFE Value ETF EFV Stock Holding History

Squar Milner Financial Services’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
2020 Q2	–	Sell	-2,365	Closed	-$84K	–	349
2020 Q1	$84K	Sell	2,365 -1,020	-30%	-$45.4K	0.05%	299
2019 Q4	$169K	Buy	+3,385	New	+$166K	0.08%	227
2019 Q3	–	Sell	-2,392	Closed	-$115K	–	351
2019 Q2	$115K	Hold	2,392	–	–	0.08%	257
2019 Q1	$116K	Buy	2,392 +432	+22%	+$20.8K	0.09%	241
2018 Q4	$89K	Sell	1,960 -718	-27%	-$34.6K	0.09%	234
2018 Q3	$139K	Sell	2,678 -37	-1%	-$1.91K	0.13%	202
2018 Q2	$139K	Buy	+2,715	New	+$148K	0.12%	205

Other funds holding EFV

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

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

Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

MIS

Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return

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

Squar Milner Financial Services's EFV Position: Q2 2020 in Review

Squar Milner Financial Services sold out of iShares MSCI EAFE Value ETF (EFV) in Q2 2020, closing a stake of 2,365 shares — an estimated $84K sold.

Squar Milner Financial Services first reported a position in EFV in Q2 2018 and held it in 7 quarters. The position peaked at $169K in Q4 2019. 349 funds tracked by Wall St. Rank hold EFV as of Q2 2020.

Squar Milner Financial Services reported no remaining iShares MSCI EAFE Value ETF position as of Q2 2020 after selling out during the quarter.
Squar Milner Financial Services sold 2,365 iShares MSCI EAFE Value ETF shares in Q2 2020, an estimated $84K.
Squar Milner Financial Services first reported a position in iShares MSCI EAFE Value ETF in Q2 2018 and held it in 7 quarters.
Squar Milner Financial Services's iShares MSCI EAFE Value ETF position peaked at $169K in Q4 2019.
349 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q2 2020.

Based on Squar Milner Financial Services's 13F filing for Q2 2020, filed 16 Jul 2020.