TRUE Private Wealth Advisors »

iShares MSCI EAFE Value Index shares owned by TRUE Private Wealth Advisors

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

Historical chart of TRUE Private Wealth Advisors 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 TRUE Private Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares MSCI EAFE Value Index by TRUE Private Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.3M 25k 54.40
2023-12-31 $2.0M 38k 52.10
2023-09-30 $2.3M 47k 48.93
2023-06-30 $1.2M 25k 48.94
2023-03-31 $861k 18k 48.53
2022-12-31 $1.1M 23k 45.88
2022-09-30 $852k 22k 38.51
2022-06-30 $1.2M 28k 43.38
2022-03-31 $1.3M 26k 48.83
2021-12-31 $1.9M 37k 50.38
2021-09-30 $1.8M 36k 50.85
2021-06-30 $2.0M 39k 51.76
2021-03-31 $1.1M 22k 50.98
2018-09-30 $9.2k 177 51.92