Ishares Tr eafe min volat shares owned by Planning Directions
Quarter-by-quarter ownership of Ishares Tr eafe min volat (EFAV) shares owned by Planning Directions
from 13F filings
Historical chart of Planning Directions investment in Ishares Tr eafe min volat
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Quarterly reported holdings in Ishares Tr eafe min volat by Planning Directions
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-06-30 | $234k | 3.4k | 69.36 |
| 2024-03-31 | $280k | 3.9k | 70.89 |
| 2023-12-31 | $322k | 4.7k | 69.34 |
| 2023-09-30 | $384k | 5.9k | 65.27 |
| 2023-06-30 | $526k | 7.8k | 67.44 |
| 2023-03-31 | $600k | 8.9k | 67.70 |
| 2022-12-31 | $751k | 12k | 63.56 |
| 2022-09-30 | $997k | 18k | 57.04 |
| 2022-06-30 | $1.9M | 30k | 63.32 |
| 2022-03-31 | $2.8M | 39k | 72.14 |
| 2021-12-31 | $3.7M | 48k | 76.76 |
| 2021-09-30 | $3.8M | 50k | 75.34 |
| 2021-06-30 | $3.8M | 50k | 75.53 |
| 2021-03-31 | $3.6M | 49k | 72.99 |
| 2020-12-31 | $4.2M | 58k | 73.40 |
| 2020-09-30 | $4.9M | 72k | 68.14 |
| 2020-06-30 | $5.2M | 79k | 66.06 |
| 2020-03-31 | $2.9M | 47k | 62.05 |
| 2019-12-31 | $8.3M | 111k | 74.54 |
| 2019-09-30 | $8.0M | 109k | 73.28 |
| 2019-06-30 | $7.4M | 102k | 72.64 |
| 2019-03-31 | $7.1M | 99k | 72.00 |
| 2018-12-31 | $6.2M | 94k | 66.66 |
| 2018-09-30 | $6.8M | 94k | 72.81 |
| 2018-06-30 | $6.9M | 98k | 71.14 |
| 2018-03-31 | $6.9M | 94k | 73.69 |