TWM
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Tolleson Wealth Management’s iShares MSCI EAFE Value ETF EFV Stock Holding History

Tolleson Wealth Management’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
2019
Q1 		– Sell
-5,384
Closed -$243K – 46
2018
Q4 		$243K Buy
+5,384
New +$259K 0.14% 43

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Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
FT
Fiduciary Trust Boston, Massachusetts $9.19B AUM 25.65% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Tolleson Wealth Management's EFV Position: Q1 2019 in Review

Tolleson Wealth Management sold out of iShares MSCI EAFE Value ETF (EFV) in Q1 2019, closing a stake of 5,384 shares — an estimated $243K sold.

Tolleson Wealth Management first reported a position in EFV in Q4 2018 and held it in 1 quarter. The position peaked at $243K in Q4 2018. 339 funds tracked by Wall St. Rank hold EFV as of Q1 2019.

  • Tolleson Wealth Management reported no remaining iShares MSCI EAFE Value ETF position as of Q1 2019 after selling out during the quarter.
  • Tolleson Wealth Management sold 5,384 iShares MSCI EAFE Value ETF shares in Q1 2019, an estimated $243K.
  • Tolleson Wealth Management first reported a position in iShares MSCI EAFE Value ETF in Q4 2018 and held it in 1 quarter.
  • Tolleson Wealth Management's iShares MSCI EAFE Value ETF position peaked at $243K in Q4 2018.
  • 339 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q1 2019.

Based on Tolleson Wealth Management's 13F filing for Q1 2019, filed 9 May 2019.