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iShares MSCI EAFE Value Index shares owned by Ade

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

Historical chart of Ade 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 Ade 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 Ade

Quarter filed Position value Share count Share price at filing
2024-03-31 $3.1M 56k 54.40
2023-12-31 $2.9M 56k 52.10
2023-09-30 $2.7M 56k 48.93
2023-06-30 $2.7M 56k 48.94
2023-03-31 $2.7M 56k 48.53
2022-12-31 $2.6M 56k 45.88
2021-09-30 $19k 371 51.21
2021-06-30 $19k 371 51.21
2021-03-31 $19k 371 51.21
2020-12-31 $17k 371 45.82

More positions owned by Ade

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Msci Usa Min Vol (USMV)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Ishares Tr National Mun Etf (MUB)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Ishares Tr Core Msci Eafe (IEFA)
Spdr Ser Tr Portfolio Short (SPSB)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
Ishares Tr 3yrtb Etf (ISHG)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Shrt Nat Mun Etf (SUB)
Microsoft Corporation (MSFT)
Apple (AAPL)

View all positions for Ade

Top funds holding iShares MSCI EAFE Value Index

Jpmorgan Chase & Co
Us Bancorp
Envestnet Portfolio Solutions
Bank of America Corporation
CWM
Advisor Group Holdings
Park Avenue Securities
Pnc Financial Services
UBS Group
M^T Bank Corporation
Wells Fargo & Company
Alliancebernstein
Baird Financial
Janney Montgomery Scott
Modera Wealth Management

View all funds holding iShares MSCI EAFE Value Index