iShares MSCI EAFE Value Index shares owned by United Asset Strategies
Quarter-by-quarter ownership of iShares MSCI EAFE Value Index (EFV) shares owned by United Asset Strategies
from 13F filings
Historical chart of United Asset Strategies investment in iShares MSCI EAFE Value Index
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Quarterly reported holdings in iShares MSCI EAFE Value Index by United Asset Strategies
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $2.0M | 37k | 54.40 |
| 2023-12-31 | $1.9M | 37k | 52.10 |
| 2023-09-30 | $3.7M | 76k | 48.93 |
| 2023-06-30 | $4.1M | 83k | 48.94 |
| 2023-03-31 | $4.0M | 83k | 48.53 |
| 2022-12-31 | $2.8M | 62k | 45.88 |
| 2022-09-30 | $2.2M | 58k | 38.53 |
| 2022-06-30 | $2.4M | 56k | 43.40 |
| 2022-03-31 | $2.7M | 54k | 50.26 |
| 2021-12-31 | $2.6M | 52k | 50.38 |
| 2021-09-30 | $2.5M | 50k | 50.85 |
| 2021-06-30 | $2.5M | 48k | 51.75 |
| 2021-03-31 | $2.4M | 47k | 50.97 |
| 2020-12-31 | $2.1M | 45k | 47.19 |
| 2020-09-30 | $1.7M | 41k | 40.36 |
| 2020-06-30 | $1.7M | 42k | 39.97 |
| 2019-12-31 | $2.8M | 56k | 49.93 |
| 2019-09-30 | $2.3M | 49k | 47.37 |
| 2019-06-30 | $2.2M | 46k | 48.07 |
| 2019-03-31 | $796k | 16k | 48.89 |
| 2018-12-31 | $590k | 13k | 45.22 |
| 2018-09-30 | $559k | 11k | 51.91 |
| 2018-06-30 | $816k | 16k | 51.36 |
| 2018-03-31 | $1.1M | 20k | 54.56 |
| 2017-12-31 | $1.0M | 18k | 55.23 |
| 2017-09-30 | $833k | 15k | 54.62 |
| 2017-06-30 | $258k | 5.0k | 51.76 |
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