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Wilmington Trust Investment Management’s iShares MSCI EAFE Value ETF EFV Stock Holding History

Wilmington Trust 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
2013
Q3 		– Sell
-584,758
Closed -$28.3M – 412
2013
Q2 		$28.3M Buy
+584,758
New +$30M 6.08% 3

Other funds holding EFV

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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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
TAG
Tactical Allocation Group Birmingham, Michigan $62.6M AUM 2.17% 1-Year Est. Return

Wilmington Trust Investment Management's EFV Position: Q3 2013 in Review

Wilmington Trust Investment Management sold out of iShares MSCI EAFE Value ETF (EFV) in Q3 2013, closing a stake of 584,758 shares — an estimated $28.3M sold.

Wilmington Trust Investment Management first reported a position in EFV in Q2 2013 and held it in 1 quarter. The position peaked at $28.3M in Q2 2013. 138 funds tracked by Wall St. Rank hold EFV as of Q3 2013.

  • Wilmington Trust Investment Management reported no remaining iShares MSCI EAFE Value ETF position as of Q3 2013 after selling out during the quarter.
  • Wilmington Trust Investment Management sold 584,758 iShares MSCI EAFE Value ETF shares in Q3 2013, an estimated $28.3M.
  • Wilmington Trust Investment Management first reported a position in iShares MSCI EAFE Value ETF in Q2 2013 and held it in 1 quarter.
  • Wilmington Trust Investment Management's iShares MSCI EAFE Value ETF position peaked at $28.3M in Q2 2013.
  • 138 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q3 2013.

Based on Wilmington Trust Investment Management's 13F filing for Q3 2013, filed 13 Nov 2013.