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iShares MSCI EAFE Value Index shares owned by American Trust

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

Historical chart of American Trust 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 American Trust 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 American Trust

Quarter filed Position value Share count Share price at filing
2025-09-30 $562k 8.3k 67.83
2025-06-30 $513k 8.1k 63.48
2024-12-31 $270k 5.1k 52.47
2022-06-30 $285k 3.5k 80.62
2022-03-31 $235k 4.7k 50.29
2021-12-31 $220k 4.4k 50.46

More positions owned by American Trust

Vanguard S&p 500 Equities (VOO)
Vanguard Intermed Term Bond Etf Equities (BIV)
Jpmorgan Active Growth Etf Equities (JGRO)
Ishares Core Dividend Growth Equities (DGRO)
Ishares Core S&p Mid-cap Etf Equities (IJH)
Vanguard Small Cap Etf Equities (VB)
Vanguard Growth Etf Equities (VUG)
Vanguard Mid Cap Index Etf Equities (VO)
Invesco Qqq Trust Equities (QQQ)
Vanguard Ftse Developed Markets Equities (VEA)
Jp Morgan Ultra Short Income Et Equities (JPST)
Jpmorgan Municipal Etf Equities (JMUB)
Microsoft Equities (MSFT)
Apple Equities (AAPL)
Jp Morgan Chase Equities (JPM)

View all positions for American Trust

Top funds holding iShares MSCI EAFE Value Index

Envestnet Asset Management
LPL Financial
FMR
Jpmorgan Chase & Co
Us Bancorp
Morgan Stanley
Envestnet Portfolio Solutions
Jones Financial Companies, L.L
CWM
Park Avenue Securities
Ameriprise Financial
BlackRock
Alliancebernstein
Mml Investors Services
Cetera Investment Advisers

View all funds holding iShares MSCI EAFE Value Index