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

WealthShield’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
2017
Q4 		$23K Buy
+407
New +$22.3K 0.01% 172

Other funds holding EFV

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
DT
Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return

WealthShield's EFV Position: Q4 2017 in Review

WealthShield opened a new position in iShares MSCI EAFE Value ETF (EFV) in Q4 2017: 407 shares worth $23K. The stake represents 0.01% of the portfolio and ranks #172 among its holdings.

306 funds tracked by Wall St. Rank hold EFV as of Q4 2017.

  • WealthShield held 407 shares of iShares MSCI EAFE Value ETF worth $23K as of Q4 2017.
  • iShares MSCI EAFE Value ETF was a new WealthShield position in Q4 2017.
  • iShares MSCI EAFE Value ETF made up 0.01% of WealthShield's portfolio in Q4 2017, its #172 holding.
  • 306 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q4 2017.

Based on WealthShield's 13F filing for Q4 2017, filed 14 Feb 2018.