Wipfli Financial Advisors’s iShares MSCI EAFE Value ETF EFV Stock Holding History

Wipfli Financial 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
2022 Q3	$17K	Buy	+449	New	+$19.1K	﹤0.01%	1625

Other funds holding EFV

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Wipfli Financial Advisors's EFV Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in iShares MSCI EAFE Value ETF (EFV) in Q3 2022: 449 shares worth $17K. The stake represents ﹤0.01% of the portfolio and ranks #1625 among its holdings.

698 funds tracked by Wall St. Rank hold EFV as of Q3 2022.

Wipfli Financial Advisors held 449 shares of iShares MSCI EAFE Value ETF worth $17K as of Q3 2022.
iShares MSCI EAFE Value ETF was a new Wipfli Financial Advisors position in Q3 2022.
iShares MSCI EAFE Value ETF made up ﹤0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #1625 holding.
698 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.