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Unionview LLC’s iShares MSCI EAFE Value ETF EFV Stock Holding History

Unionview LLC’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 		$226K Buy
4,312
+33
+0.8% +$1.81K 0.17% 83
2024
Q3 		$246K Hold
4,279
– – 0.19% 81
2024
Q2 		$227K Buy
4,279
+53
+1% +$2.88K 0.19% 80
2024
Q1 		$230K Hold
4,226
– – 0.19% 82
2023
Q4 		$220K Buy
4,226
+47
+1% +$2.33K 0.2% 76
2023
Q3 		$204K Hold
4,179
– – 0.19% 78
2023
Q2 		$205K Buy
+4,179
New +$206K 0.19% 81

Other funds holding EFV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
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

Unionview LLC's EFV Position: Q4 2024 in Review

Unionview LLC increased its iShares MSCI EAFE Value ETF (EFV) stake by 0.77% in Q4 2024, buying an estimated $1.81K and bringing the position to 4,312 shares worth $226K. The position accounts for 0.17% of the portfolio, ranked #83.

Unionview LLC first reported a position in EFV in Q2 2023 and has held it in 7 quarters since. The position peaked at $246K in Q3 2024. 1,011 funds tracked by Wall St. Rank hold EFV as of Q4 2024.

  • Unionview LLC held 4,312 shares of iShares MSCI EAFE Value ETF worth $226K as of Q4 2024.
  • Unionview LLC bought 33 iShares MSCI EAFE Value ETF shares in Q4 2024, an estimated $1.81K.
  • iShares MSCI EAFE Value ETF made up 0.17% of Unionview LLC's portfolio in Q4 2024, its #83 holding.
  • Unionview LLC first reported a position in iShares MSCI EAFE Value ETF in Q2 2023 and has held it in 7 quarters since.
  • Unionview LLC's iShares MSCI EAFE Value ETF position peaked at $246K in Q3 2024.
  • 1,011 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q4 2024.

Based on Unionview LLC's 13F filing for Q4 2024, filed 3 Feb 2025.