Zions Bancorporation’s iShares MSCI EAFE Value ETF EFV Stock Holding History

Zions Bancorporation’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 Q4	$124K	Hold	2,362	–	–	0.01%	353
2024 Q3	$136K	Hold	2,362	–	–	0.01%	352
2024 Q2	$125K	Buy	+2,362	New	+$128K	0.01%	360
2017 Q2	–	Sell	-3,156	Closed	-$159K	–	686
2017 Q1	$159K	Hold	3,156	–	–	0.03%	131
2016 Q4	$149K	Hold	3,156	–	–	0.03%	141
2016 Q3	$146K	Hold	3,156	–	–	0.03%	137
2016 Q2	$136K	Hold	3,156	–	–	0.02%	137
2016 Q1	$142K	Hold	3,156	–	–	0.03%	144
2015 Q4	$147K	Hold	3,156	–	–	0.03%	132
2015 Q3	$146K	Hold	3,156	–	–	0.03%	117
2015 Q2	$165K	Buy	+3,156	New	+$174K	0.03%	142

Other funds holding EFV

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

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

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

Zions Bancorporation's EFV Position: Q4 2024 in Review

Zions Bancorporation held its iShares MSCI EAFE Value ETF (EFV) position steady in Q4 2024 at 2,362 shares worth $124K. The position accounts for 0.01% of the portfolio, ranked #353.

Zions Bancorporation first reported a position in EFV in Q2 2015 and has held it in 11 quarters since. The position peaked at $165K in Q2 2015. 1,011 funds tracked by Wall St. Rank hold EFV as of Q4 2024.

Zions Bancorporation held 2,362 shares of iShares MSCI EAFE Value ETF worth $124K as of Q4 2024.
Zions Bancorporation left its iShares MSCI EAFE Value ETF share count unchanged in Q4 2024.
iShares MSCI EAFE Value ETF made up 0.01% of Zions Bancorporation's portfolio in Q4 2024, its #353 holding.
Zions Bancorporation first reported a position in iShares MSCI EAFE Value ETF in Q2 2015 and has held it in 11 quarters since.
Zions Bancorporation's iShares MSCI EAFE Value ETF position peaked at $165K in Q2 2015.
1,011 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q4 2024.

Based on Zions Bancorporation's 13F filing for Q4 2024, filed 11 Feb 2025.