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Union Savings Bank’s iShares MSCI EAFE Value ETF EFV Stock Holding History

Union Savings Bank’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
2024
Q4 		– Sell
-124
Closed -$7.13K – 295
2024
Q3 		$7.13K Buy
+124
New +$6.85K ﹤0.01% 281

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LPL Financial
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JP Morgan Chase
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US Bancorp
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Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 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

Union Savings Bank's EFV Position: Q4 2024 in Review

Union Savings Bank sold out of iShares MSCI EAFE Value ETF (EFV) in Q4 2024, closing a stake of 124 shares — an estimated $7.13K sold.

Union Savings Bank first reported a position in EFV in Q3 2024 and held it in 1 quarter. The position peaked at $7.13K in Q3 2024. 1,010 funds tracked by Wall St. Rank hold EFV as of Q4 2024.

  • Union Savings Bank reported no remaining iShares MSCI EAFE Value ETF position as of Q4 2024 after selling out during the quarter.
  • Union Savings Bank sold 124 iShares MSCI EAFE Value ETF shares in Q4 2024, an estimated $7.13K.
  • Union Savings Bank first reported a position in iShares MSCI EAFE Value ETF in Q3 2024 and held it in 1 quarter.
  • Union Savings Bank's iShares MSCI EAFE Value ETF position peaked at $7.13K in Q3 2024.
  • 1,010 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q4 2024.

Based on Union Savings Bank's 13F filing for Q4 2024, filed 16 Jan 2025.