iShares S&P Global Financials Sect. shares owned by Efficient Wealth Management
Quarter-by-quarter ownership of iShares S&P Global Financials Sect. (IXG) shares owned by Efficient Wealth Management
from 13F filings
Historical chart of Efficient Wealth Management investment in iShares S&P Global Financials Sect.
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All positions including iShares S&P Global Financials Sect. held by Efficient Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in iShares S&P Global Financials Sect. by Efficient Wealth Management
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-03-31 | $14k | 151 | 92.72 |
2023-12-31 | $12k | 151 | 79.47 |
2023-09-30 | $10k | 151 | 66.23 |
2023-06-30 | $10k | 151 | 66.23 |
2023-03-31 | $10k | 151 | 66.23 |
2022-12-31 | $9.0k | 151 | 59.60 |
2022-09-30 | $9.0k | 151 | 59.60 |
2022-06-30 | $10k | 151 | 66.23 |
2022-03-31 | $12k | 151 | 79.47 |
2021-12-31 | $12k | 151 | 79.47 |
2021-09-30 | $12k | 151 | 79.47 |
2021-06-30 | $12k | 151 | 79.47 |
2021-03-31 | $11k | 151 | 72.85 |
2020-12-31 | $21k | 323 | 65.02 |
2020-09-30 | $17k | 323 | 52.63 |
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