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iShares MSCI EAFE Value Index shares owned by Tempus Wealth Planning

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

Historical chart of Tempus Wealth Planning 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 Tempus Wealth Planning 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 Tempus Wealth Planning

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.2M 22k 54.40
2023-12-31 $1.2M 23k 52.10
2023-09-30 $1.0M 21k 48.93
2023-06-30 $1.1M 22k 48.94
2023-03-31 $1.1M 23k 48.53
2022-12-31 $965k 21k 45.88
2022-09-30 $788k 21k 38.52
2022-06-30 $233k 5.4k 43.31

More positions owned by Tempus Wealth Planning

General Electric
Microsoft Corporation (MSFT)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Ishares Tr Core S&p500 Etf (IVV)
NVIDIA Corporation (NVDA)
Spdr Ser Tr Portfoli S&p1500 (SPTM)
Ishares Tr Blackrock Ultra (ICSH)
Apple (AAPL)
Schwab Strategic Tr Us Aggregate B (SCHZ)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Vanguard Specialized Funds Div App Etf (VIG)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr Ser Tr Portfolio Agrgte (SPAB)
Spdr Ser Tr Portfolio Sh Tsr (SPTS)
Schwab Strategic Tr Intl Eqty Etf (SCHF)

View all positions for Tempus Wealth Planning

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
Auto-Owners Insurance
UBS Group
Wells Fargo & Company
M^T Bank Corporation
Alliancebernstein
Baird Financial
Janney Montgomery Scott

View all funds holding iShares MSCI EAFE Value Index