WCG
EFV icon

Weaver Consulting Group’s iShares MSCI EAFE Value ETF EFV Stock Holding History

Weaver Consulting Group’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
2020
Q2 		– Sell
-202
Closed -$7K – 956
2020
Q1 		$7K Hold
202
– – ﹤0.01% 501
2019
Q4 		$10K Hold
202
– – 0.01% 490
2019
Q3 		$10K Hold
202
– – 0.01% 481
2019
Q2 		$10K Hold
202
– – 0.01% 457
2019
Q1 		$10K Buy
+202
New +$9.72K ﹤0.01% 939

Other funds holding EFV

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
MIS
Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Weaver Consulting Group's EFV Position: Q2 2020 in Review

Weaver Consulting Group sold out of iShares MSCI EAFE Value ETF (EFV) in Q2 2020, closing a stake of 202 shares — an estimated $7K sold.

Weaver Consulting Group first reported a position in EFV in Q1 2019 and held it in 5 quarters. The position peaked at $10K in Q4 2019. 348 funds tracked by Wall St. Rank hold EFV as of Q2 2020.

  • Weaver Consulting Group reported no remaining iShares MSCI EAFE Value ETF position as of Q2 2020 after selling out during the quarter.
  • Weaver Consulting Group sold 202 iShares MSCI EAFE Value ETF shares in Q2 2020, an estimated $7K.
  • Weaver Consulting Group first reported a position in iShares MSCI EAFE Value ETF in Q1 2019 and held it in 5 quarters.
  • Weaver Consulting Group's iShares MSCI EAFE Value ETF position peaked at $10K in Q4 2019.
  • 348 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q2 2020.

Based on Weaver Consulting Group's 13F filing for Q2 2020, filed 24 Jul 2020.