TI
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tru Independence’s iShares MSCI EAFE Value ETF EFV Stock Holding History

tru Independence’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
2021
Q3 		– Sell
-2,570
Closed -$133K – 233
2021
Q2 		$133K Buy
+2,570
New +$136K 0.04% 107

Other funds holding EFV

Envestnet Asset Management
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Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

tru Independence's EFV Position: Q3 2021 in Review

tru Independence sold out of iShares MSCI EAFE Value ETF (EFV) in Q3 2021, closing a stake of 2,570 shares — an estimated $133K sold.

tru Independence first reported a position in EFV in Q2 2021 and held it in 1 quarter. The position peaked at $133K in Q2 2021. 621 funds tracked by Wall St. Rank hold EFV as of Q3 2021.

  • tru Independence reported no remaining iShares MSCI EAFE Value ETF position as of Q3 2021 after selling out during the quarter.
  • tru Independence sold 2,570 iShares MSCI EAFE Value ETF shares in Q3 2021, an estimated $133K.
  • tru Independence first reported a position in iShares MSCI EAFE Value ETF in Q2 2021 and held it in 1 quarter.
  • tru Independence's iShares MSCI EAFE Value ETF position peaked at $133K in Q2 2021.
  • 621 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q3 2021.

Based on tru Independence's 13F filing for Q3 2021, filed 12 Nov 2021.