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iShares MSCI EAFE Value Index shares owned by Change Path

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

Historical chart of Change Path 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 Change Path 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 Change Path

Quarter filed Position value Share count Share price at filing
2023-12-31 $17M 324k 52.10
2023-09-30 $22M 448k 48.93
2023-06-30 $844k 17k 49.77
2023-03-31 $752k 16k 48.54
2022-12-31 $584k 13k 45.90
2022-09-30 $472k 12k 38.53
2022-06-30 $734k 17k 43.37
2022-03-31 $626k 13k 50.24
2021-12-31 $637k 13k 50.43
2021-09-30 $538k 11k 50.85
2021-06-30 $259k 5.0k 51.79
2021-03-31 $261k 5.1k 50.98

More positions owned by Change Path

Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Growth Etf (VUG)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core Total Usd (IUSB)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Mbs Etf (MBB)
Apple (AAPL)
Microsoft Corporation (MSFT)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Index Fds Small Cp Etf (VB)
Ishares Tr U S Equity Factr (LRGF)

View all positions for Change Path

Top funds holding iShares MSCI EAFE Value Index

Jpmorgan Chase & Co
Us Bancorp
Envestnet Portfolio Solutions
Bank of America Corporation
CWM
Advisor Group Holdings
Park Avenue Securities
Pnc Financial Services
UBS Group
M^T Bank Corporation
Wells Fargo & Company
Alliancebernstein
Baird Financial
Janney Montgomery Scott
Modera Wealth Management

View all funds holding iShares MSCI EAFE Value Index