Wolverine Trading
EFV icon

Wolverine Trading’s iShares MSCI EAFE Value ETF EFV Stock Holding History

Wolverine Trading’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
2020
Q4 		– Sell
-6,500
Closed -$263K – 4938
2020
Q3 		$263K Sell
6,500
-700
-10% -$29K ﹤0.01% 3549
2020
Q2 		$288K Buy
7,200
+500
+7% +$19.1K ﹤0.01% 3390
2020
Q1 		$243K Buy
+6,700
New +$298K ﹤0.01% 3461
2018
Q3 		– Sell
-3,900
Closed -$213K – 5131
2018
Q2 		$213K Hold
3,900
– – ﹤0.01% 4284
2018
Q1 		$213K Sell
3,900
-4,700
-55% -$264K ﹤0.01% 4284
2017
Q4 		$475K Buy
+8,600
New +$472K ﹤0.01% 3063

Other funds holding EFV

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
MIS
Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wolverine Trading's EFV Position: Q1 2018 in Review

Wolverine Trading sold out of iShares MSCI EAFE Value ETF (EFV) in Q1 2018, closing a stake of 20,007 shares — an estimated $1.12M sold.

Wolverine Trading first reported a position in EFV in Q4 2016 and held it in 3 quarters. The position peaked at $1.1M in Q4 2017. 322 funds tracked by Wall St. Rank hold EFV as of Q1 2018.

  • Wolverine Trading reported no remaining iShares MSCI EAFE Value ETF position as of Q1 2018 after selling out during the quarter.
  • Wolverine Trading sold 20,007 iShares MSCI EAFE Value ETF shares in Q1 2018, an estimated $1.12M.
  • Wolverine Trading first reported a position in iShares MSCI EAFE Value ETF in Q4 2016 and held it in 3 quarters.
  • Wolverine Trading's iShares MSCI EAFE Value ETF position peaked at $1.1M in Q4 2017.
  • 322 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q1 2018.

Based on Wolverine Trading's 13F filing for Q1 2018, filed 15 May 2018.