Ishares Tr eafe min volat shares owned by Monticello Wealth Management
Quarter-by-quarter ownership of Ishares Tr eafe min volat (EFAV) shares owned by Monticello Wealth Management
from 13F filings
Historical chart of Monticello Wealth Management investment in Ishares Tr eafe min volat
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Quarterly reported holdings in Ishares Tr eafe min volat by Monticello Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $1.3M | 18k | 70.88 |
| 2024-06-30 | $640k | 9.2k | 69.36 |
| 2024-03-31 | $1.3M | 18k | 70.88 |
| 2023-12-31 | $2.6M | 38k | 69.34 |
| 2023-09-30 | $4.3M | 66k | 65.22 |
| 2023-06-30 | $8.3M | 124k | 67.50 |
| 2023-03-31 | $9.1M | 141k | 64.61 |
| 2022-12-31 | $9.0M | 142k | 63.59 |
| 2022-09-30 | $8.9M | 156k | 57.01 |
| 2022-06-30 | $9.9M | 156k | 63.31 |
| 2022-03-31 | $13M | 174k | 72.14 |
| 2021-12-31 | $13M | 175k | 76.77 |
| 2021-09-30 | $13M | 170k | 75.34 |
| 2021-06-30 | $15M | 193k | 75.54 |
| 2021-03-31 | $17M | 229k | 72.99 |
| 2020-12-31 | $18M | 242k | 73.41 |
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