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iShares MSCI EAFE Value Index shares owned by Aprio Wealth Management

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

Historical chart of Aprio 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 Aprio 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 Aprio Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $904k 16k 57.53
2024-06-30 $849k 16k 53.04
2024-03-31 $690k 13k 54.40
2023-12-31 $1.1M 21k 52.10
2023-09-30 $881k 18k 48.93
2023-06-30 $265k 5.4k 48.94

More positions owned by Aprio Wealth Management

Dimensional Etf Trust Us High Profitab (DUHP)
Dimensional Etf Trust Intl High Profit (DIHP)
Ishares Msci Emrg Chn (EMXC)
Proshares Tr DJ BRKFLD GLB (TOLZ)
Simplify Exchange Traded Fun Short Term Trea (TUA)
Ishares Tr Residential Mult (REZ)
Vanguard World Health Car Etf (VHT)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
First Tr Exchange-traded Nasd Tech Div (TDIV)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Apple (AAPL)
First Tr Exchange Traded Nasdq Cln Edge (GRID)
Vanguard Index Fds Mcap Gr Idxvip (VOT)
Simplify Exchange Traded Fun Mbs Etf (MTBA)

View all positions for Aprio Wealth Management

Top funds holding iShares MSCI EAFE Value Index

Envestnet Asset Management
Jones Financial Companies, L.L
Jpmorgan Chase & Co
LPL Financial
Us Bancorp
Envestnet Portfolio Solutions
Bank of America Corporation
Morgan Stanley
CWM
BlackRock
Park Avenue Securities
Auto-Owners Insurance
Pnc Financial Services
Mml Investors Services
BlackRock

View all funds holding iShares MSCI EAFE Value Index