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Sugarloaf Wealth Management’s iShares MSCI EAFE Value ETF EFV Stock Holding History

Sugarloaf Wealth 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
2024
Q4 		$76.2K Buy
1,452
+69
+5% +$3.78K 0.01% 251
2024
Q3 		$79.6K Buy
1,383
+160
+13% +$8.84K 0.02% 257
2024
Q2 		$64.9K Buy
1,223
+648
+113% +$35.2K 0.01% 269
2024
Q1 		$31.3K Buy
+575
New +$30K 0.01% 348

Other funds holding EFV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Sugarloaf Wealth Management's EFV Position: Q4 2024 in Review

Sugarloaf Wealth Management increased its iShares MSCI EAFE Value ETF (EFV) stake by 5% in Q4 2024, buying an estimated $3.78K and bringing the position to 1,452 shares worth $76.2K. The position accounts for 0.01% of the portfolio, ranked #251.

Sugarloaf Wealth Management first reported a position in EFV in Q1 2024 and has held it in 4 quarters since. The position peaked at $79.6K in Q3 2024. 1,010 funds tracked by Wall St. Rank hold EFV as of Q4 2024.

  • Sugarloaf Wealth Management held 1,452 shares of iShares MSCI EAFE Value ETF worth $76.2K as of Q4 2024.
  • Sugarloaf Wealth Management bought 69 iShares MSCI EAFE Value ETF shares in Q4 2024, an estimated $3.78K.
  • iShares MSCI EAFE Value ETF made up 0.01% of Sugarloaf Wealth Management's portfolio in Q4 2024, its #251 holding.
  • Sugarloaf Wealth Management first reported a position in iShares MSCI EAFE Value ETF in Q1 2024 and has held it in 4 quarters since.
  • Sugarloaf Wealth Management's iShares MSCI EAFE Value ETF position peaked at $79.6K in Q3 2024.
  • 1,010 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q4 2024.

Based on Sugarloaf Wealth Management's 13F filing for Q4 2024, filed 10 Jan 2025.