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WesBanco Bank’s iShares MSCI EAFE Value ETF EFV Stock Holding History

WesBanco Bank’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
2023
Q1 		– Sell
-33,674
Closed -$1.54M – 585
2022
Q4 		$1.54M Buy
+33,674
New +$1.46M 0.07% 213
2022
Q3 		– Sell
-34,982
Closed -$1.52M – 414
2022
Q2 		$1.52M Hold
34,982
– – 0.07% 205
2022
Q1 		$1.76M Buy
34,982
+29,568
+546% +$1.5M 0.07% 212
2021
Q4 		$273K Hold
5,414
– – 0.01% 524
2021
Q3 		$275K Sell
5,414
-4
-0.1% -$207 0.01% 522
2021
Q2 		$280K Buy
5,418
+7
+0.1% +$370 0.01% 517
2021
Q1 		$275K Buy
+5,411
New +$269K 0.01% 497
2020
Q3 		$229K Sell
5,682
-338
-6% -$14K 0.01% 477
2020
Q2 		$240K Hold
6,020
– – 0.01% 457
2020
Q1 		$215K Buy
6,020
+90
+2% +$4K 0.01% 443
2019
Q4 		$296K Buy
+5,930
New +$291K 0.01% 439
2019
Q1 		– Sell
-4,522
Closed -$205K – 524
2018
Q4 		$205K Sell
4,522
-1,416
-24% -$68.2K 0.01% 457
2018
Q3 		$309K Sell
5,938
-422
-7% -$21.7K 0.02% 445
2018
Q2 		$327K Sell
6,360
-854
-12% -$46.6K 0.02% 432
2018
Q1 		$394K Hold
7,214
– – 0.02% 403
2017
Q4 		$398K Buy
7,214
+304
+4% +$16.7K 0.03% 292
2017
Q3 		$378K Buy
6,910
+550
+9% +$29.2K 0.02% 392
2017
Q2 		$329K Buy
6,360
+380
+6% +$19.6K 0.02% 399
2017
Q1 		$301K Hold
5,980
– – 0.02% 400
2016
Q4 		$283K Hold
5,980
– – 0.02% 410
2016
Q3 		$276K Buy
+5,980
New +$269K 0.02% 409

Other funds holding EFV

Envestnet Asset Management
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Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

WesBanco Bank's EFV Position: Q1 2023 in Review

WesBanco Bank sold out of iShares MSCI EAFE Value ETF (EFV) in Q1 2023, closing a stake of 33,674 shares — an estimated $1.54M sold.

WesBanco Bank first reported a position in EFV in Q3 2016 and held it in 21 quarters. The position peaked at $1.76M in Q1 2022. 798 funds tracked by Wall St. Rank hold EFV as of Q1 2023.

  • WesBanco Bank reported no remaining iShares MSCI EAFE Value ETF position as of Q1 2023 after selling out during the quarter.
  • WesBanco Bank sold 33,674 iShares MSCI EAFE Value ETF shares in Q1 2023, an estimated $1.54M.
  • WesBanco Bank first reported a position in iShares MSCI EAFE Value ETF in Q3 2016 and held it in 21 quarters.
  • WesBanco Bank's iShares MSCI EAFE Value ETF position peaked at $1.76M in Q1 2022.
  • 798 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q1 2023.

Based on WesBanco Bank's 13F filing for Q1 2023, filed 21 Apr 2023.