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Stuart Chaussee & Associates’s iShares MSCI EAFE Value ETF EFV Stock Holding History

Stuart Chaussee & Associates’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
2017
Q4 		– Sell
-191,241
Closed -$10.4M – 123
2017
Q3 		$10.4M Buy
+191,241
New +$10.2M 7.74% 5

Other funds holding EFV

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
DT
Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return

Stuart Chaussee & Associates's EFV Position: Q4 2017 in Review

Stuart Chaussee & Associates sold out of iShares MSCI EAFE Value ETF (EFV) in Q4 2017, closing a stake of 191,241 shares — an estimated $10.4M sold.

Stuart Chaussee & Associates first reported a position in EFV in Q3 2017 and held it in 1 quarter. The position peaked at $10.4M in Q3 2017. 305 funds tracked by Wall St. Rank hold EFV as of Q4 2017.

  • Stuart Chaussee & Associates reported no remaining iShares MSCI EAFE Value ETF position as of Q4 2017 after selling out during the quarter.
  • Stuart Chaussee & Associates sold 191,241 iShares MSCI EAFE Value ETF shares in Q4 2017, an estimated $10.4M.
  • Stuart Chaussee & Associates first reported a position in iShares MSCI EAFE Value ETF in Q3 2017 and held it in 1 quarter.
  • Stuart Chaussee & Associates's iShares MSCI EAFE Value ETF position peaked at $10.4M in Q3 2017.
  • 305 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q4 2017.

Based on Stuart Chaussee & Associates's 13F filing for Q4 2017, filed 2 Feb 2018.