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SYSTM Wealth Solutions’s iShares MSCI EAFE Value ETF EFV Stock Holding History

SYSTM Wealth Solutions’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
Q2 		– Sell
-1,617
Closed -$88K – 751
2024
Q1 		$88K Sell
1,617
-291
-15% -$15.2K 0.01% 497
2023
Q4 		$99.4K Buy
+1,908
New +$94.4K 0.01% 460

Other funds holding EFV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

SYSTM Wealth Solutions's EFV Position: Q2 2024 in Review

SYSTM Wealth Solutions sold out of iShares MSCI EAFE Value ETF (EFV) in Q2 2024, closing a stake of 1,617 shares — an estimated $88K sold.

SYSTM Wealth Solutions first reported a position in EFV in Q4 2023 and held it in 2 quarters. The position peaked at $99.4K in Q4 2023. 896 funds tracked by Wall St. Rank hold EFV as of Q2 2024.

  • SYSTM Wealth Solutions reported no remaining iShares MSCI EAFE Value ETF position as of Q2 2024 after selling out during the quarter.
  • SYSTM Wealth Solutions sold 1,617 iShares MSCI EAFE Value ETF shares in Q2 2024, an estimated $88K.
  • SYSTM Wealth Solutions first reported a position in iShares MSCI EAFE Value ETF in Q4 2023 and held it in 2 quarters.
  • SYSTM Wealth Solutions's iShares MSCI EAFE Value ETF position peaked at $99.4K in Q4 2023.
  • 896 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q2 2024.

Based on SYSTM Wealth Solutions's 13F filing for Q2 2024, filed 12 Aug 2024.