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iShares MSCI EAFE Value Index shares owned by Apollon Wealth Management

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

Historical chart of Apollon Wealth Management 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 Apollon Wealth Management 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 Apollon Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $3.7M 71k 52.10
2023-09-30 $3.0M 62k 48.93
2023-06-30 $3.1M 63k 48.94
2023-03-31 $6.0M 124k 48.53
2022-12-31 $5.6M 121k 45.88
2022-09-30 $1.1M 29k 38.52
2022-06-30 $2.8M 65k 43.39
2022-03-31 $3.5M 69k 50.27
2021-12-31 $3.7M 74k 50.39

More positions owned by Apollon Wealth Management

Apple (AAPL)
Microsoft Corporation (MSFT)
Ishares Tr Core Us Aggbd Et (AGG)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)
NVIDIA Corporation (NVDA)
Vanguard Specialized Funds Div App Etf (VIG)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)
Amazon (AMZN)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Ishares Tr Core Msci Eafe (IEFA)

View all positions for Apollon Wealth Management

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
Janney Montgomery Scott
Alliancebernstein
Baird Financial
Commonwealth Equity Services

View all funds holding iShares MSCI EAFE Value Index