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iShares MSCI EAFE Value Index shares owned by Global Wealth Management Investment Advisory

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

Historical chart of Global Wealth Management Investment Advisory 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 Global Wealth Management Investment Advisory 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 Global Wealth Management Investment Advisory

Quarter filed Position value Share count Share price at filing
2023-12-31 $1.1M 21k 52.10
2023-09-30 $1.2M 24k 48.93
2023-06-30 $1.2M 25k 48.94
2023-03-31 $1.3M 28k 48.53
2022-12-31 $1.5M 32k 45.88
2022-09-30 $1.2M 30k 38.56
2022-06-30 $1.6M 38k 43.41
2022-03-31 $2.8M 57k 50.27
2021-12-31 $3.2M 63k 50.39
2021-09-30 $3.4M 67k 50.85
2021-06-30 $3.9M 76k 51.76
2021-03-31 $4.3M 85k 50.97
2020-12-31 $4.0M 86k 47.20
2020-09-30 $3.5M 86k 40.35
2020-06-30 $3.4M 84k 39.97
2020-03-31 $2.9M 81k 35.69
2019-12-31 $4.0M 81k 49.93
2019-09-30 $3.8M 79k 47.37
2019-06-30 $3.6M 75k 48.08
2019-03-31 $3.4M 69k 48.87
2018-12-31 $2.2M 49k 45.22

More positions owned by Global Wealth Management Investment Advisory

Vanguard Scottsdale Fds Short Term Treas (VGSH)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Scottsdale Fds Int Term Corp (VCIT)
Apple (AAPL)
Ishares Tr 0 5yr Invt Gr Cp (SLQD)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Ishares Tr Core Sp500 Etf (IVV)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Core Sp Mcp Etf (IJH)
Vanguard Whitehall Fds High Div Yld (VYM)
Microsoft Corporation (MSFT)
Bank of America Corporation (BAC)
JPMorgan Chase & Co. (JPM)
Vanguard Scottsdale Fds Mtg Bkd Secs Etf (VMBS)
Ishares Tr Iboxx Hi Yd Etf (HYG)

View all positions for Global Wealth Management Investment Advisory

Top funds holding iShares MSCI EAFE Value Index

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

View all funds holding iShares MSCI EAFE Value Index