WLIM
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White Lighthouse Investment Management’s iShares MSCI EAFE Value ETF EFV Stock Holding History

White Lighthouse Investment Management’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
2018
Q1 		– Sell
-3,697
Closed -$204K – 118
2017
Q4 		$204K Buy
+3,697
New +$203K 0.12% 117

Other funds holding EFV

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Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 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
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
DT
Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return

White Lighthouse Investment Management's EFV Position: Q1 2018 in Review

White Lighthouse Investment Management sold out of iShares MSCI EAFE Value ETF (EFV) in Q1 2018, closing a stake of 3,697 shares — an estimated $204K sold.

White Lighthouse Investment Management first reported a position in EFV in Q4 2017 and held it in 1 quarter. The position peaked at $204K in Q4 2017. 322 funds tracked by Wall St. Rank hold EFV as of Q1 2018.

  • White Lighthouse Investment Management reported no remaining iShares MSCI EAFE Value ETF position as of Q1 2018 after selling out during the quarter.
  • White Lighthouse Investment Management sold 3,697 iShares MSCI EAFE Value ETF shares in Q1 2018, an estimated $204K.
  • White Lighthouse Investment Management first reported a position in iShares MSCI EAFE Value ETF in Q4 2017 and held it in 1 quarter.
  • White Lighthouse Investment Management's iShares MSCI EAFE Value ETF position peaked at $204K in Q4 2017.
  • 322 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q1 2018.

Based on White Lighthouse Investment Management's 13F filing for Q1 2018, filed 12 Apr 2018.