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US Financial Advisors’s iShares MSCI EAFE Value ETF EFV Stock Holding History

US Financial Advisors’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
Q2 		– Sell
-7,388
Closed -$377K – 89
2021
Q1 		$377K Sell
7,388
-1,030
-12% -$51.2K 0.1% 98
2020
Q4 		$397K Buy
+8,418
New +$371K 0.12% 77

Other funds holding EFV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 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

US Financial Advisors's EFV Position: Q2 2021 in Review

US Financial Advisors sold out of iShares MSCI EAFE Value ETF (EFV) in Q2 2021, closing a stake of 7,388 shares — an estimated $377K sold.

US Financial Advisors first reported a position in EFV in Q4 2020 and held it in 2 quarters. The position peaked at $397K in Q4 2020. 599 funds tracked by Wall St. Rank hold EFV as of Q2 2021.

  • US Financial Advisors reported no remaining iShares MSCI EAFE Value ETF position as of Q2 2021 after selling out during the quarter.
  • US Financial Advisors sold 7,388 iShares MSCI EAFE Value ETF shares in Q2 2021, an estimated $377K.
  • US Financial Advisors first reported a position in iShares MSCI EAFE Value ETF in Q4 2020 and held it in 2 quarters.
  • US Financial Advisors's iShares MSCI EAFE Value ETF position peaked at $397K in Q4 2020.
  • 599 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q2 2021.

Based on US Financial Advisors's 13F filing for Q2 2021, filed 10 Aug 2021.