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iShares MSCI EAFE Value Index shares owned by Financeware

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

Historical chart of Financeware 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 Financeware 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 Financeware

Quarter filed Position value Share count Share price at filing
2024-03-31 $522k 9.6k 54.40
2023-12-31 $739k 14k 52.10
2023-09-30 $1.1M 22k 48.93
2023-06-30 $1.2M 24k 48.94
2023-03-31 $998k 21k 48.53
2022-12-31 $790k 17k 45.88
2022-09-30 $600k 16k 38.55
2022-06-30 $659k 15k 43.42
2022-03-31 $743k 15k 50.28
2021-12-31 $493k 9.8k 50.39
2021-09-30 $443k 8.7k 50.87
2021-06-30 $358k 6.9k 51.73
2021-03-31 $293k 5.7k 51.01
2020-03-31 $41k 1.1k 36.06
2019-12-31 $115k 2.3k 49.81
2019-09-30 $108k 2.3k 47.39
2019-06-30 $106k 2.2k 48.07
2019-03-31 $108k 2.2k 48.98
2018-12-31 $79k 1.7k 45.48
2018-09-30 $72k 1.4k 51.69
2018-06-30 $54k 1.1k 50.99
2018-03-31 $47k 859 54.71
2017-12-31 $41k 737 55.63
2017-09-30 $40k 737 54.27
2017-06-30 $38k 737 51.56
2017-03-31 $37k 737 50.20
2016-12-31 $19k 394 48.22
2016-09-30 $15k 328 45.73
2016-06-30 $14k 328 42.68
2016-03-31 $999 29 34.48
2015-12-31 $999 29 34.48
2015-09-30 $999 29 34.48
2015-06-30 $2.0k 29 68.97
2015-03-31 $11k 214 51.40
2014-12-31 $999 29 34.48
2014-09-30 $2.0k 29 68.97
2014-06-30 $2.0k 29 68.97
2014-03-31 $2.0k 29 68.97
2013-12-31 $2.0k 29 68.97
2013-09-30 $2.0k 29 68.97
2013-06-30 $999 29 34.48

More positions owned by Financeware

Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Wisdomtree Tr Floatng Rat Trea (USFR)
Ishares Tr 0-5 Yr Tips Etf (STIP)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
RBB Us Treasr 10 Yr (UTEN)
Spdr Ser Tr Bloomberg Invt (FLRN)
Ishares Tr Core S&p Ttl Stk (ITOT)
Ishares Tr 3 7 Yr Treas Bd (IEI)
Schwab Strategic Tr Us Tips Etf (SCHP)
Spdr Ser Tr Nuveen Blmbrg Mu (TFI)
Ishares Tr National Mun Etf (MUB)
Ishares Tr Core Msci Total (IXUS)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Ishares Tr Core S&p500 Etf (IVV)

View all positions for Financeware

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
Janney Montgomery Scott
Alliancebernstein
Baird Financial
Modera Wealth Management

View all funds holding iShares MSCI EAFE Value Index