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TFO Wealth Partners’s iShares MSCI EAFE Value ETF EFV Stock Holding History

TFO Wealth Partners’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
Q4 		– Sell
-238
Closed -$11.6K – 975
2023
Q3 		$11.6K Hold
238
– – ﹤0.01% 158
2023
Q2 		$11.6K Hold
238
– – ﹤0.01% 148
2023
Q1 		$11.6K Buy
238
+219
+1,153% +$10.6K ﹤0.01% 105
2022
Q4 		$2.06K Sell
19
-219
-92% -$9.51K ﹤0.01% 251
2022
Q3 		$9K Hold
238
– – ﹤0.01% 91
2022
Q2 		$10K Buy
+238
New +$11.3K ﹤0.01% 123

Other funds holding EFV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

TFO Wealth Partners's EFV Position: Q4 2023 in Review

TFO Wealth Partners sold out of iShares MSCI EAFE Value ETF (EFV) in Q4 2023, closing a stake of 238 shares — an estimated $11.6K sold.

TFO Wealth Partners first reported a position in EFV in Q2 2022 and held it in 6 quarters. The position peaked at $11.6K in Q3 2023. 891 funds tracked by Wall St. Rank hold EFV as of Q4 2023.

  • TFO Wealth Partners reported no remaining iShares MSCI EAFE Value ETF position as of Q4 2023 after selling out during the quarter.
  • TFO Wealth Partners sold 238 iShares MSCI EAFE Value ETF shares in Q4 2023, an estimated $11.6K.
  • TFO Wealth Partners first reported a position in iShares MSCI EAFE Value ETF in Q2 2022 and held it in 6 quarters.
  • TFO Wealth Partners's iShares MSCI EAFE Value ETF position peaked at $11.6K in Q3 2023.
  • 891 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q4 2023.

Based on TFO Wealth Partners's 13F filing for Q4 2023, filed 12 Feb 2024.