WealthOne’s iShares MSCI EAFE Value ETF EFV Stock Holding History

WealthOne’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
2019 Q1	–	Sell	-28	Closed	-$1K	–	199
2018 Q4	$1K	Buy	+28	New	+$1.35K	﹤0.01%	575

Other funds holding EFV

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Fiduciary Trust Boston, Massachusetts $9.19B AUM 25.65% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

WealthOne's EFV Position: Q1 2019 in Review

WealthOne sold out of iShares MSCI EAFE Value ETF (EFV) in Q1 2019, closing a stake of 28 shares — an estimated $1K sold.

WealthOne first reported a position in EFV in Q4 2018 and held it in 1 quarter. The position peaked at $1K in Q4 2018. 339 funds tracked by Wall St. Rank hold EFV as of Q1 2019.

WealthOne reported no remaining iShares MSCI EAFE Value ETF position as of Q1 2019 after selling out during the quarter.
WealthOne sold 28 iShares MSCI EAFE Value ETF shares in Q1 2019, an estimated $1K.
WealthOne first reported a position in iShares MSCI EAFE Value ETF in Q4 2018 and held it in 1 quarter.
WealthOne's iShares MSCI EAFE Value ETF position peaked at $1K in Q4 2018.
339 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q1 2019.

Based on WealthOne's 13F filing for Q1 2019, filed 16 May 2019.