iShares MSCI EAFE Value Index shares owned by Alera Investment Advisors
Quarter-by-quarter ownership of iShares MSCI EAFE Value Index (EFV) shares owned by Alera Investment Advisors
from 13F filings
Historical chart of Alera Investment Advisors investment in iShares MSCI EAFE Value Index
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Quarterly reported holdings in iShares MSCI EAFE Value Index by Alera Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $270k | 5.0k | 54.40 |
| 2023-12-31 | $989k | 19k | 52.10 |
| 2023-09-30 | $965k | 20k | 48.93 |
| 2023-06-30 | $1.2M | 24k | 48.94 |
| 2023-03-31 | $1.2M | 24k | 48.53 |
| 2022-12-31 | $1.6M | 35k | 45.88 |
| 2022-09-30 | $1.7M | 44k | 38.54 |
| 2022-06-30 | $1.8M | 40k | 43.39 |
| 2022-03-31 | $1.7M | 35k | 50.25 |
| 2021-12-31 | $1.1M | 21k | 50.41 |
| 2021-09-30 | $817k | 817 | 1000.00 |
| 2021-06-30 | $860k | 17k | 51.78 |
| 2021-03-31 | $875k | 17k | 50.99 |
| 2020-12-31 | $848k | 18k | 47.19 |
| 2020-09-30 | $748k | 19k | 40.35 |
| 2020-06-30 | $755k | 19k | 39.99 |
| 2020-03-31 | $940k | 17k | 54.96 |
| 2019-03-31 | $66k | 1.3k | 49.11 |
| 2018-12-31 | $75k | 1.7k | 45.45 |
Top funds holding iShares MSCI EAFE Value Index
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