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iShares MSCI EAFE Value Index shares owned by Angeles Wealth Management

Quarter-by-quarter ownership of iShares MSCI EAFE Value Index (EFV) shares owned by Angeles Wealth Management from 13F filings

Historical chart of Angeles Wealth Management investment in iShares MSCI EAFE Value Index

Tip: Access up to 7 years of quarterly data

All positions including iShares MSCI EAFE Value Index held by Angeles Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares MSCI EAFE Value Index by Angeles Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $923k 17k 54.40
2023-09-30 $823k 17k 48.93
2023-06-30 $823k 17k 48.94
2023-03-31 $816k 17k 48.53
2022-12-31 $1.0M 22k 45.88
2022-09-30 $893k 23k 38.53
2022-06-30 $1.1M 26k 43.39
2022-03-31 $1.7M 33k 50.25

More positions owned by Angeles Wealth Management

Vanguard World Mega Grwth Ind (MGK)
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Ishares Tr Shrt Nat Mun Etf (SUB)
Vanguard Index Fds Value Etf (VTV)
Microsoft Corporation (MSFT)
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ares Management Corporation Cl A Com Stk (ARES)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Ishares Msci World Etf (URTH)
Spdr Ser Tr Bloomberg Sht Te (SJNK)
Apple (AAPL)

View all positions for Angeles Wealth Management

Top funds holding iShares MSCI EAFE Value Index

Envestnet Asset Management
FMR
Us Bancorp
Jpmorgan Chase & Co
Jane Street
Morgan Stanley
LPL Financial
Ameriprise Financial
Envestnet Portfolio Solutions
Bank of America Corporation
CWM
BlackRock
Park Avenue Securities
Pnc Financial Services
Auto-Owners Insurance

View all funds holding iShares MSCI EAFE Value Index