Ten Capital Wealth Advisors’s iShares MSCI EAFE Value ETF EFV Stock Holding History

Ten Capital Wealth 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
2023 Q2	–	Sell	-237	Closed	-$11.5K	–	280
2023 Q1	$11.5K	Buy	+237	New	+$11.5K	﹤0.01%	363
2022 Q3	–	Sell	-160	Closed	-$6.82K	–	577
2022 Q2	$7K	Hold	160	–	–	﹤0.01%	298
2022 Q1	$8K	Hold	160	–	–	﹤0.01%	314
2021 Q4	$8K	Buy	+160	New	+$8.17K	﹤0.01%	320

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

Ten Capital Wealth Advisors's EFV Position: Q2 2023 in Review

Ten Capital Wealth Advisors sold out of iShares MSCI EAFE Value ETF (EFV) in Q2 2023, closing a stake of 237 shares — an estimated $11.5K sold.

Ten Capital Wealth Advisors first reported a position in EFV in Q4 2021 and held it in 4 quarters. The position peaked at $11.5K in Q1 2023. 810 funds tracked by Wall St. Rank hold EFV as of Q2 2023.

Ten Capital Wealth Advisors reported no remaining iShares MSCI EAFE Value ETF position as of Q2 2023 after selling out during the quarter.
Ten Capital Wealth Advisors sold 237 iShares MSCI EAFE Value ETF shares in Q2 2023, an estimated $11.5K.
Ten Capital Wealth Advisors first reported a position in iShares MSCI EAFE Value ETF in Q4 2021 and held it in 4 quarters.
Ten Capital Wealth Advisors's iShares MSCI EAFE Value ETF position peaked at $11.5K in Q1 2023.
810 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q2 2023.

Based on Ten Capital Wealth Advisors's 13F filing for Q2 2023, filed 31 Jul 2023.