Syverson Strege & Co’s iShares MSCI EAFE Value ETF EFV Stock Holding History

Syverson Strege & Co’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
2023 Q2	–	Sell	-35	Closed	-$1.72K	–	234
2023 Q1	$1.72K	Hold	35	–	–	﹤0.01%	520
2022 Q4	$1.62K	Sell	35 -1	-3%	-$43	﹤0.01%	264
2022 Q3	$1K	Hold	36	–	–	﹤0.01%	266
2022 Q2	$2K	Buy	36 +1	+3%	+$48	﹤0.01%	293
2022 Q1	$2K	Hold	35	–	–	﹤0.01%	271
2021 Q4	$2K	Buy	35 +1	+3%	+$51	﹤0.01%	269
2021 Q3	$2K	Hold	34	–	–	﹤0.01%	392
2021 Q2	$2K	Sell	34 -118	-78%	-$6.24K	﹤0.01%	242
2021 Q1	$8K	Sell	152 -14	-8%	-$696	0.01%	203
2020 Q4	$8K	Buy	+166	New	+$7.32K	0.01%	187

Other funds holding EFV

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

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

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Syverson Strege & Co's EFV Position: Q2 2023 in Review

Syverson Strege & Co sold out of iShares MSCI EAFE Value ETF (EFV) in Q2 2023, closing a stake of 35 shares — an estimated $1.72K sold.

Syverson Strege & Co first reported a position in EFV in Q4 2020 and held it in 10 quarters. The position peaked at $8K in Q1 2021. 809 funds tracked by Wall St. Rank hold EFV as of Q2 2023.

Syverson Strege & Co reported no remaining iShares MSCI EAFE Value ETF position as of Q2 2023 after selling out during the quarter.
Syverson Strege & Co sold 35 iShares MSCI EAFE Value ETF shares in Q2 2023, an estimated $1.72K.
Syverson Strege & Co first reported a position in iShares MSCI EAFE Value ETF in Q4 2020 and held it in 10 quarters.
Syverson Strege & Co's iShares MSCI EAFE Value ETF position peaked at $8K in Q1 2021.
809 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q2 2023.

Based on Syverson Strege & Co's 13F filing for Q2 2023, filed 4 Aug 2023.