V Wealth Advisors’s iShares MSCI EAFE Value ETF EFV Stock Holding History

V Wealth 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
2022 Q3	–	Sell	-7,214	Closed	-$313K	–	388
2022 Q2	$313K	Sell	7,214 -2,418	-25%	-$115K	0.06%	299
2022 Q1	$484K	Sell	9,632 -843	-8%	-$42.9K	0.08%	248
2021 Q4	$528K	Sell	10,475 -1,322	-11%	-$67.5K	0.08%	243
2021 Q3	$600K	Sell	11,797 -453	-4%	-$23.5K	0.09%	229
2021 Q2	$634K	Buy	12,250 +4,583	+60%	+$242K	0.1%	225
2021 Q1	$391K	Buy	+7,667	New	+$381K	0.07%	296
2020 Q2	–	Sell	-9,331	Closed	-$333K	–	356
2020 Q1	$333K	Buy	+9,331	New	+$415K	0.1%	200
2017 Q3	–	Sell	-33	Closed	-$2K	–	342
2017 Q2	$2K	Buy	+33	New	+$1.71K	﹤0.01%	742

Other funds holding EFV

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

V Wealth Advisors's EFV Position: Q3 2022 in Review

V Wealth Advisors sold out of iShares MSCI EAFE Value ETF (EFV) in Q3 2022, closing a stake of 7,214 shares — an estimated $313K sold.

V Wealth Advisors first reported a position in EFV in Q2 2017 and held it in 8 quarters. The position peaked at $634K in Q2 2021. 698 funds tracked by Wall St. Rank hold EFV as of Q3 2022.

V Wealth Advisors reported no remaining iShares MSCI EAFE Value ETF position as of Q3 2022 after selling out during the quarter.
V Wealth Advisors sold 7,214 iShares MSCI EAFE Value ETF shares in Q3 2022, an estimated $313K.
V Wealth Advisors first reported a position in iShares MSCI EAFE Value ETF in Q2 2017 and held it in 8 quarters.
V Wealth Advisors's iShares MSCI EAFE Value ETF position peaked at $634K in Q2 2021.
698 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q3 2022.

Based on V Wealth Advisors's 13F filing for Q3 2022, filed 4 Nov 2022.