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iShares MSCI EAFE Value Index shares owned by WFA of San Diego

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

Historical chart of WFA of San Diego 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 WFA of San Diego 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 WFA of San Diego

Quarter filed Position value Share count Share price at filing
2023-09-30 $9.2k 189 48.93
2023-06-30 $9.3k 189 48.94
2022-12-31 $8.7k 189 45.88
2022-06-30 $8.0k 189 42.33

More positions owned by WFA of San Diego

Apple (AAPL)
Vanguard Index Fds Total Stk Mkt (VTI)
Lincoln Electric Holdings (LECO)
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF)
Vanguard Scottsdale Fds Long Term Treas (VGLT)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Invesco Actively Managed Etf S&p500 Downsid (PHDG)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Invesco Exch Trd Slf Idx Bulshs 2024 Hy (BSJO)
Invesco Exch Trd Slf Idx Bulshs 2025 Hy (BSJP)
Qualcomm (QCOM)
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST)
Federated Hermes Etf Trust Short Duration H (FHYS)

View all positions for WFA of San Diego

Top funds holding iShares MSCI EAFE Value Index

Envestnet Asset Management
FMR
Us Bancorp
Jpmorgan Chase & Co
Jane Street
Morgan Stanley
LPL Financial
Ameriprise Financial
Envestnet Portfolio Solutions
Bank of America Corporation
CWM
BlackRock
Park Avenue Securities
Pnc Financial Services
Auto-Owners Insurance

View all funds holding iShares MSCI EAFE Value Index