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Wetzel Investment Advisors’s iShares MSCI EAFE Value ETF EFV Stock Holding History

Wetzel Investment Advisors’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
2024
Q3 		– Sell
-467
Closed -$25.4K – 339
2024
Q2 		$25.4K Hold
467
– – 0.01% 315
2024
Q1 		$24.5K Hold
467
– – 0.01% 343
2023
Q4 		$24K Buy
+467
New +$23.1K 0.01% 345

Other funds holding EFV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Wetzel Investment Advisors's EFV Position: Q3 2024 in Review

Wetzel Investment Advisors sold out of iShares MSCI EAFE Value ETF (EFV) in Q3 2024, closing a stake of 467 shares — an estimated $25.4K sold.

Wetzel Investment Advisors first reported a position in EFV in Q4 2023 and held it in 3 quarters. The position peaked at $25.4K in Q2 2024. 952 funds tracked by Wall St. Rank hold EFV as of Q3 2024.

  • Wetzel Investment Advisors reported no remaining iShares MSCI EAFE Value ETF position as of Q3 2024 after selling out during the quarter.
  • Wetzel Investment Advisors sold 467 iShares MSCI EAFE Value ETF shares in Q3 2024, an estimated $25.4K.
  • Wetzel Investment Advisors first reported a position in iShares MSCI EAFE Value ETF in Q4 2023 and held it in 3 quarters.
  • Wetzel Investment Advisors's iShares MSCI EAFE Value ETF position peaked at $25.4K in Q2 2024.
  • 952 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q3 2024.

Based on Wetzel Investment Advisors's 13F filing for Q3 2024, filed 29 Oct 2024.