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Wealthspire Advisors (Maryland)’s iShares MSCI EAFE Value ETF EFV Stock Holding History

Wealthspire Advisors (Maryland)’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
Q2 		– Sell
-1,154
Closed -$56K – 894
2019
Q1 		$56K Hold
1,154
– – ﹤0.01% 854
2018
Q4 		$52K Hold
1,154
– – ﹤0.01% 840
2018
Q3 		$60K Hold
1,154
– – ﹤0.01% 902
2018
Q2 		$59K Hold
1,154
– – 0.01% 908
2018
Q1 		$63K Hold
1,154
– – 0.01% 891
2017
Q4 		$64K Buy
+1,154
New +$63.4K 0.01% 903

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Carson Wealth (CWM LLC)
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US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
FT
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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s EFV Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of iShares MSCI EAFE Value ETF (EFV) in Q2 2019, closing a stake of 1,154 shares — an estimated $56K sold.

Wealthspire Advisors (Maryland) first reported a position in EFV in Q4 2017 and held it in 6 quarters. The position peaked at $64K in Q4 2017. 330 funds tracked by Wall St. Rank hold EFV as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining iShares MSCI EAFE Value ETF position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 1,154 iShares MSCI EAFE Value ETF shares in Q2 2019, an estimated $56K.
  • Wealthspire Advisors (Maryland) first reported a position in iShares MSCI EAFE Value ETF in Q4 2017 and held it in 6 quarters.
  • Wealthspire Advisors (Maryland)'s iShares MSCI EAFE Value ETF position peaked at $64K in Q4 2017.
  • 330 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.