iShares MSCI EAFE Value Index shares owned by Beacon Financial Advisory
Quarter-by-quarter ownership of iShares MSCI EAFE Value Index (EFV) shares owned by Beacon Financial Advisory
from 13F filings
Historical chart of Beacon Financial Advisory investment in iShares MSCI EAFE Value Index
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Quarterly reported holdings in iShares MSCI EAFE Value Index by Beacon Financial Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $730k | 13k | 54.40 |
| 2023-12-31 | $969k | 19k | 52.10 |
| 2023-09-30 | $943k | 19k | 48.93 |
| 2023-06-30 | $568k | 12k | 48.94 |
| 2023-03-31 | $532k | 11k | 48.53 |
| 2022-12-31 | $576k | 13k | 45.88 |
| 2022-09-30 | $470k | 12k | 38.54 |
| 2022-06-30 | $597k | 14k | 43.39 |
| 2022-03-31 | $721k | 14k | 50.23 |
| 2021-12-31 | $696k | 14k | 50.39 |
| 2021-09-30 | $682k | 13k | 50.88 |
| 2021-06-30 | $654k | 13k | 51.75 |
| 2021-03-31 | $259k | 5.1k | 50.95 |
Top funds holding iShares MSCI EAFE Value Index
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