Teamwork Financial Advisors’s iShares MSCI EAFE Value ETF EFV Stock Holding History

Teamwork Financial Advisors’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
2022 Q4	–	Sell	-13,127	Closed	-$506K	–	201
2022 Q3	$506K	Sell	13,127 -9,260	-41%	-$395K	0.11%	112
2022 Q2	$972K	Sell	22,387 -3,575	-14%	-$170K	0.21%	83
2022 Q1	$1.3M	Buy	25,962 +17,872	+221%	+$909K	0.24%	80
2021 Q4	$408K	Buy	8,090 +3,947	+95%	+$202K	0.08%	208
2021 Q3	$211K	Buy	+4,143	New	+$215K	0.04%	256

Other funds holding EFV

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

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

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

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

Teamwork Financial Advisors's EFV Position: Q4 2022 in Review

Teamwork Financial Advisors sold out of iShares MSCI EAFE Value ETF (EFV) in Q4 2022, closing a stake of 13,127 shares — an estimated $506K sold.

Teamwork Financial Advisors first reported a position in EFV in Q3 2021 and held it in 5 quarters. The position peaked at $1.3M in Q1 2022. 799 funds tracked by Wall St. Rank hold EFV as of Q4 2022.

Teamwork Financial Advisors reported no remaining iShares MSCI EAFE Value ETF position as of Q4 2022 after selling out during the quarter.
Teamwork Financial Advisors sold 13,127 iShares MSCI EAFE Value ETF shares in Q4 2022, an estimated $506K.
Teamwork Financial Advisors first reported a position in iShares MSCI EAFE Value ETF in Q3 2021 and held it in 5 quarters.
Teamwork Financial Advisors's iShares MSCI EAFE Value ETF position peaked at $1.3M in Q1 2022.
799 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q4 2022.

Based on Teamwork Financial Advisors's 13F filing for Q4 2022, filed 17 Jan 2023.